State, Local, and Sales Tax Service
Taxes at the state and local level can significantly affect a business’ cash flow and divert company resources for accounting and tax. As the volume of sales transactions increase across states, city zoning lines, and at varying tax rates, the state and local tax services can become an overwhelming task. Our dedicated tax experts have technical knowledge, tools, and industry experience to provide the methodologies to diligently track sales growth. Our services have enabled company owners with autonomy to focus on their main business opportunities and strengthen their operations and strategy.
Main Service Contents
- Wholesale & Retail, Marketplace Facilitator, Resellers permit, Use Tax, etc.
- State Corp Tax Return, Allocation & Apportionment, Registered Agent Service
- Destination-, Origin- and Mixed Based and Economic Nexus assistance
- Business Registration & Annual Report, City License & Permit Assistance
- Gross Receipts tax, County, District & City Taxes
- Unsecured Property Tax 571L & Real Property Tax
Streamline and Reduce Cost
State and Local Taxes may require meticulous effort to stay on top of accounting to avoid penalties and interest. We understand our clients’ competition increases every year. With our firm’s experience in providing accounting services for over 20 years, we have optimized the procedures with each client and each iteration. Our Accounting Services can reduce cost and subsidize growth with proven methodologies, tools, and innovation.
Avoid Complications & Penalties
We have helped clients resolve and avoid headaches in sales tax and local/state schedules, deadlines, and penalties.
- Review of Sales Tax taxable products and services
- Accounting for Wholesale and Retail with tracking Sales Tax, including Inventory tracking, Purchase Orders, etc. with handling state, district, county and local tax allocation
- Sales report and Payments completion to CDTFA on a monthly, quarterly or annually basis
- Determine and resolve qualifications for Exemptions, Abatements, Tax Credits and Refunds
- Experience and Insights with latest industry trends
Tax Credits and Incentives
We can help stay current on the most recent Tax Credit and Incentives to avoid any missed opportunities. In many cases of government programs’ qualifications, it is needed to provide up-to-date tax filings, records, and statements. Furthermore, some programs require government oversight for near-term future with timely filed tax returns and reports. Accounting services can provide a basis for business growth while also provide insights on promotions and additional competitive advantages.
Outsourced Advantage
For Accounting Services, outsourcing can have benefits in cost, stability, and accountability, and as a long-term solution.
Our team can help reduce the pain points and business process efforts by providing:
- Administrative Staff Reduction and/or Knowledge Continuity
- Professional Back-Office & Accountability
- Virtual Office
- Technical Expertise and Verification
