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State & Local Tax

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Our tax experts continuously monitor the evolution of state and local tax rules in all 50 states, staying on top of legislative, regulatory, and precedent-setting developments so you and your staff don't have to. Our technical tax expertise combined with broad and deep industry knowledge means we bring you effective state and local tax planning strategies to help you ensure compliance, mitigate risk, and minimize your tax obligations.

We can help you uncover opportunities for tax savings and refunds through new filing positions, mitigate risk with voluntary disclosure and amnesty programs, and proactively identify reductions in overall state tax liability through realignment of business activities or operations. We provide you with sound supporting evidence for tax positions and strengthen planning scenarios through close collaboration with your entire Plante Moran service team.

From nexus review and planning, voluntary disclosure representation, and audit and controversy representation to unitary analysis, apportionment and allocation review, and tax ruling requests, we can help you feel confident in your state and local tax positions.

Sales tax nexus: Assessing your exposure and mitigating risk

Capitol building with flag
2 min read
Take our Sales Tax Nexus Compliance Assessment
Wayfair multistate sales tax compliance is complicated. Understanding your risk of noncompliance is the first step to protecting your organization from penalties and revenue loss. Take our two-minute Sales Tax Nexus Compliance Assessment.
Article November 18, 2019 2 min read
How the Wayfair decision changed due diligence for private equity groups
Tony Israels
Article February 28, 2020 5 min read
Future of Wayfair: Sales tax nexus lessons learned and future considerations
Jeanette Tolar
Webinar January 9, 2020 60 min watch
Wayfair: Analyzing and assessing your risk
Mike Merkel
Article December 10, 2019 3 min read

Related Events

  • Rethinking business and transaction structures during COVID-19

    Explaining longer-term tax planning strategies, our tax experts focus on business entities, operations, and transaction planning. We help you find and implement the best strategy to help you attain your business goals, as well as how to implement it.

    Stephen Eckert
    Webinar August 18, 2020 60 min watch Upcoming
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  • Dealing with business debt during challenging times

    Business debt can play both positive and negative roles during trying times. Our experts will discuss bad debts, COD income and debt renegotiations, the interest expense limitation, and bankruptcy.

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    Webinar September 1, 2020 60 min watch Upcoming
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State and Local Tax Thought Leadership

  • Optimizing tax accounting methods in challenging times

    Accounting methods are a valuable — but often overlooked — tool for managing tax cash flow, which is even more valuable during times of economic uncertainty. View our on-demand webinar to make sure you’re optimizing your accounting methods.

    Stephen Eckert Emily Murphy Kate Oliver
    Webinar August 5, 2020 60 min watch
    Middle-aged woman sitting at table reviewing tax documents.
  • State and local tax advisor: July 2020

    Are you looking for the latest changes in state and local taxes? Find the July 2020 roundup of updates here. 

    Curtis Ruppal Mike Merkel Ron Cook Jeanette Tolar Julie Corrigan
    Article July 24, 2020 39 min read
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  • Colorado amends tax law in response to federal CARES Act

    Colorado Governor Polis has signed two House bills into law in response to the CARES Act. Get the key tax provisions in the “Tax Fairness Act,” and learn how HB 20-1024 affects NOL deductions for corporations. 

    Curtis Ruppal Jeanette Tolar Jay Forester
    Article July 22, 2020 3 min read
    View of the top of the U.S. Capitol building.
  • Maximizing cash flow through COVID-19 tax planning

    As organizations and individuals look to accumulate and preserve cash, we’ll provide tax-planning strategies that maximize cash flow. Our tax experts will show you how in this webinar.

    Stephen Eckert Brett Bissonnette Josh Bemis Rebecca Smart
    Webinar July 8, 2020 60 min watch
    Close-up photo of hands opening a letter and holding a check.

Our clients say

Plante Moran delivers a unique combination of state and local tax expertise and senior-level involvement. We value this combination because it has resulted in a significant reduction of our sales tax liabilities and a great relationship.

Michael D. Stein VP, Controller, SoCore Energy

Our Team

Our team is actively engaged with the AICPA, state CPA associations, and chambers of commerce, tracking and influencing developments in state and local taxation. We help you stay current through tax alerts, advisories, and webinars on the risks and opportunities in today's rapidly changing tax landscape.

Our state and local tax team serves clients nationwide and brings you the resources you need to meet your needs and goals. We’re also a founding and active member of the Praxity State and Local Tax Working Group, providing you additional state and local tax experts and resources across the United States if the need arises.

How can we help your business?

Contact us or submit an RFP