industry-specific knowledge is a big plus at audit time

In this era of shrinking federal funds, states need to meet revenue budgets by collecting every tax dollar they can.  With Plante & Moran as your representative, you not only benefit from our SALT team’s deep understanding of state tax laws, rules and interpretations, you also benefit from the team’s industry-specific knowledge.  We are aware of the latest statutes, rules and case rulings in the industries we represent and have interacted with state administrators, earning their respect.  Some of the services we offer include: 

Audit and assessment defense

With Plante & Moran as your representative, you can be certain your point of view will be presented with expertise and professionalism.  Although we have represented our clients’ positions with successful results both at the assessment stage and during the administrative hearings process, your company will benefit the most by proactively engaging us from the start of an audit – “on the front end” – before an assessment is issued.  Our clients have received audit reductions ranging from thousands to hundreds of thousands of dollars in states from coast-to-coast.

Application of our practical knowledge of statutes, rules and case rulings regarding taxpayers’ industries

Because we have in-depth industry knowledge, we are up-to-date regarding the statutes, rules and case rulings within them.  We have more than likely had previous interaction with state tax administrators and agents regarding the issues relevant to your industry.  We can put this expertise to work for you during an audit.

Representation at administrative hearings

During a hearing, it pays to be accompanied by recognized experts who have earned the respect of state tax assessors, revenue department agents, and hearings officers.  The tenor, and likely outcome, of such hearings will be more favorable for you with representation by the Plante & Moran SALT team.

Negotiation of payment agreements with state tax agencies

Should a state tax audit or assessment result in a final tax deficiency ruling, the payment of such deficiency can be negotiated in a way that doesn’t unreasonably punish your business cash flow.  We have negotiated payment agreements for many of our clients, reducing penalties whenever possible.

Interactions with state tax administrators and legislators regarding industry and taxpayer specific tax issues

We often counsel with state tax administrators and legislators on industry and taxpayer specific state and local tax issues.  Should you have a state or local tax issue in the infamous gray area, we are interested in talking with you regarding the merits of seeking formal or informal guidance or rulings from state and local tax authorities.