State and Local Tax

StateandLocalTax

Comprehensive state and local tax advisory helping U.S. businesses navigate complex multi-jurisdiction tax obligations, reduce exposure, and achieve compliance confidently.

Every Jurisdiction. Every Obligation.
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Overview

EveryJurisdiction.EveryObligation.

U.S. businesses operating across state lines face a constantly evolving patchwork of income, sales, property, and excise tax obligations that demand proactive, specialist management.

Unmanaged SALT exposure leads to audit assessments, penalties, and interest that far exceed the original tax liability.

WEchartered's state and local tax team helps U.S. businesses identify obligations, resolve historic exposure, and build compliant multi-state tax programs.

Our State & Local Tax Services

Income, Franchise and Gross Receipts Tax

We advise U.S. businesses on multi-state income, franchise, and gross receipts tax obligations including nexus analysis, apportionment, and state return compliance across all jurisdictions.

Income Tax

  • State Income Tax Advisory
  • Franchise Tax Compliance
  • Gross Receipts Tax
  • Apportionment Advisory

Property Tax

We help U.S. businesses manage property tax assessments, appeals, and compliance across commercial, industrial, and personal property assets in multiple states.

Property Tax

  • Property Tax Advisory
  • Property Tax Appeals
  • Assessment Review
  • Commercial Property Tax

Sales & Use Tax

We provide end-to-end sales and use tax compliance including nexus studies, registration, taxability analysis, return preparation, and voluntary disclosure for U.S. businesses.

Sales Tax

  • Sales Tax Compliance
  • Use Tax Advisory
  • Nexus Analysis
  • Voluntary Disclosure

Indirect Tax Automation

We implement and optimize indirect tax automation platforms including Avalara, Vertex, and ONESOURCE helping U.S. businesses scale sales tax compliance efficiently.

Tax Automation

  • Sales Tax Automation
  • Avalara Implementation
  • Vertex Tax Software
  • ONESOURCE Tax

Excise Tax

We advise U.S. businesses on federal and state excise tax obligations covering fuel, alcohol, tobacco, cannabis, and other excise-liable products and activities.

Excise Tax

  • Excise Tax Advisory
  • Federal Excise Tax
  • Fuel Excise Tax
  • Excise Tax Compliance

State & Local Tax Credits and Incentives

We identify and secure state and local tax credits and incentives for U.S. businesses including job creation credits, enterprise zone benefits, and location-based incentive programs.

SALT Credits

  • State Tax Credits
  • Local Tax Incentives
  • Enterprise Zone Credits
  • Job Creation Credits

Unclaimed Property

We help U.S. businesses identify unclaimed property liabilities, prepare annual compliance reports, and remediate historic exposure through state voluntary disclosure programs.

Unclaimed Property

  • Unclaimed Property Compliance
  • Escheatment Advisory
  • Voluntary Disclosure Program
  • Dormant Property Reporting
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Industries We Serve

Who We Work With

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Technology

Helping SaaS and tech businesses manage economic nexus, sales tax, and multi-state income obligations.

Professional Services

Retail

Supporting e-commerce and retail businesses with sales tax automation and multi-state compliance programs.

Manufacturing

Manufacturing

Advising manufacturers on property tax, excise tax, and multi-state income apportionment obligations.

Real Estate

Real Estate

Managing property tax assessments, appeals, and transfer tax compliance for real estate businesses.

Banking & Financial Services

Financial Services

Advising banks and financial institutions on franchise tax, gross receipts, and multi-state SALT compliance.

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What We Offer

State and Local Tax Services for U.S. Businesses

From nexus studies and sales tax automation to unclaimed property compliance and SALT audit defense, WEchartered manages every state and local tax obligation for U.S. businesses.

01

Nexus and Apportionment Advisory

Multi-state nexus studies and apportionment analysis identifying filing obligations and income tax exposure.

02

Sales and Use Tax Compliance

End-to-end sales tax compliance covering registration, returns, exemptions, and voluntary disclosure programs.

03

Property and Excise Tax

Property tax assessment reviews, appeals, and excise tax compliance across federal and state jurisdictions.

04

Indirect Tax Technology

Avalara, Vertex, and ONESOURCE implementation automating sales tax compliance for high-volume businesses.

05

Unclaimed Property Compliance

Liability identification, annual reporting, and voluntary disclosure support resolving historic unclaimed property exposure.

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Our Process

How We Deliver State and Local Tax Advisory

A structured four-step approach taking U.S. businesses from multi-state obligation identification through to compliant, efficient SALT programs.

  • 01

    Step 01

    Nexus and Exposure Review

    We identify all states where your business has tax filing obligations and historic exposure.

  • 02

    Step 02

    Compliance Design

    We design a multi-state compliance program covering all applicable SALT obligations efficiently.

  • 03

    Step 03

    Remediation and Disclosure

    We resolve historic exposure through voluntary disclosure programs and penalty abatement strategies.

  • 04

    Step 04

    Ongoing Compliance

    We manage multi-state filings, audit defense, and monitor legislative changes affecting your obligations.

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CASE STUDIES

Real-world examples of our work and impact.

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Private Equity Fund Firm in the USA

A US-based private equity fund firm managing multiple portfolio companies approached WEchartered to improve its portfolio monitoring and financial oversight capabilities.

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A CPA / Accounting Business in Australia

A well-established CPA and accounting services firm based in Australia approached WEchartered to address operational challenges caused by a shortage of skilled accounting professionals.

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An Influencer Funding Firm in the USA

A rapidly growing influencer funding firm in the United States approached WEchartered to improve the efficiency of its outreach and lead discovery operations.

State & Local Tax FAQs

The U.S. has over 10,000 state and local tax jurisdictions each with their own rules covering income, franchise, sales, use, property, and excise taxes. Following the South Dakota v. Wayfair decision, economic nexus rules have significantly expanded multi-state filing obligations for businesses selling across state lines. WEchartered helps U.S. businesses identify their SALT obligations and build compliant, efficient multi-state tax programs.
Nexus is the connection between a business and a state that creates a tax filing obligation. Physical nexus arises from offices, employees, or inventory in a state. Economic nexus, established by the Wayfair decision, arises when a business exceeds a state's sales or transaction thresholds. WEchartered conducts nexus studies to identify where U.S. businesses have filing obligations and address any historic exposure.
WEchartered assists U.S. businesses with sales tax registration, taxability analysis, exemption certificate management, return preparation, and voluntary disclosure agreements. We also advise on sales tax automation technology that streamlines multi-state compliance for businesses with high transaction volumes. Our team helps identify and resolve historic sales tax exposure before it becomes a costly audit finding.
Unclaimed property laws require U.S. businesses to remit dormant financial obligations such as uncashed checks, unused gift cards, and customer credits to state authorities after a specified dormancy period. Non-compliance can result in significant penalties and interest following state audits. WEchartered helps businesses identify unclaimed property liabilities, prepare annual reports, and remediate historic exposure through voluntary disclosure programs.
Indirect tax automation uses technology platforms such as Avalara, Vertex, or Thomson Reuters ONESOURCE to calculate, collect, and remit sales and use taxes automatically across multiple jurisdictions. U.S. businesses with significant transaction volumes, multi-state operations, or e-commerce channels should invest in automation to reduce manual compliance burden, improve accuracy, and scale tax compliance alongside business growth.
WEchartered provides full audit defense support for U.S. businesses facing state income, sales, use, or property tax audits. Our team reviews audit notices, gathers supporting documentation, develops technical arguments, and manages communications with state tax authorities. We also identify audit adjustment opportunities and negotiate favorable settlements that minimize the financial impact of state tax examinations.
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CONTACT US

Talk to a US Advisory Expert Today

Whether you need tax guidance, audit support, or a long term financial strategy partner, our US team is ready to engage quickly and effectively. Get in touch and take the first step toward financial clarity.

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