State & Local Tax Services

Trusted guidance to navigate state and local tax policy.

State and local tax services across the U.S.

For most organizations, state and local taxes represent the majority of their overall tax burden. 

With over 10,000 state and local tax jurisdictions across the U.S., companies may not even realize the extent of their tax exposure—or the liabilities they may have already incurred. When these jurisdictions seek to fill revenue gaps, you need to be prepared.  

BDO advises clients on all state and local tax-related issues, from new regulations and audits to economic nexus to tax credits and incentives and beyond. Our principal-led team, which includes former industry professionals and auditors from state tax departments, is experienced in tax statutes and policy in every state and virtually every locality. We help ensure you’re taking advantage of all tax savings, refunds and credits available to you. Watch our short video to find out how an experienced advisor can help you navigate state and local tax complexities. 

Our Total Tax Approach combines tax knowledge, strategy and technology. We embrace technology like indirect tax automation to transform your tax function and help reduce your overall liability. 

How BDO Can Help

State & Local Tax Case Studies

Navigating the Complexities of State and Local Taxes: 
Why You Need an Experienced Advisor

Capabilities

  • Nexus studies and voluntary disclosures 
  • Diagnostic assessments and return reviews 
  • Restructuring and minimization techniques 
  • Compliance and audit defense

  • Reverse audits  
  • Nexus studies and voluntary disclosures 
  • Product and service taxability review 
  • Policy and procedure review 
  • ASC 450 analysis

  • Indirect Tax System Implementations – Domestic and Global
  • Real Time and Batch Solutions
  • Indirect Tax System Upgrades and Maintenance
  • Indirect Tax Training
  • Custom Reports
  • Extracting, Transforming, and Loading (ETL) Solutions
  • Dashboarding
  • Process/Technology Review

  • Feasibility study and risk assessments 
  • Policy and procedure implementation 
  • Refund reviews 
  • Compliance outsourcing and education 
  • Remediation reviews and voluntary disclosure agreements 
  • Audit defense  

  • Assessment appeals and monitoring 
  • Audit defense 
  • Data acquisition and analysis 
  • Management reporting 
  • Strategic planning 
  • Tax payment and reporting

  • Capture of state tax credits and tax credit refund reviews 
  • Negotiation of incentive packages 
  • Economic impact analysis 
  • Location analysis 
  • Compliance process and systems implementation 
  • Public-private partnerships

  • Cash refund recovery opportunities 
  • Audit defense assistance 
  • Compliance assistance 
  • Risk mitigation 
  • Process review and technology automation

With the on-going changes in state nexus tax rules and the expansion of our business I decided it was time to review all the state nexus tax rules to see if we needed to broaden our scope on which states to file taxes. BDO assisted us with this review. Once these states had been identified, BDO worked with state tax offices to get us into compliance. This was an effort that I did not have the staff or expertise to do and with BDO’s knowledge of our business they were able to pin point quickly the impacted states.

Client, Chief Financial Officer

State & Local Tax Insights

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Stay current with our latest state & local tax insights.

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