State & Local Tax

Our State & Local Tax (SALT) Services team can interpret tax provisions your business faces to help you minimize overall state and local tax costs.  

On this page:

Benefits of Our State & Local Tax Consulting Services

Navigating the constantly changing State & Local Tax (SALT) rules can be challenging for all businesses. Seeking advice from experienced SALT advisors can be instrumental in maintaining compliance with state tax laws. Cherry Bekaert’s SALT professionals have the deep industry experience and tax knowledge necessary to stay up to date with the changing SALT landscape and assist our clients optimize their operations, simplify their tax compliance, and evaluate and implement business-centric planning strategies across multiple tax jurisdictions.

SALT compliance can be complex for entities operating in multiple states. State tax rules vary by jurisdiction which creates unique challenges to taxpayers. States have also been increasing audit activities to help close budget deficits. While following state tax regulations can make SALT compliance unclear and daunting without the right tax partner, ignoring local tax laws can result in noncompliance and negatively impact your business’s credibility and financial statements. How do you manage your SALT obligations and comply with all state and local tax filing requirements?

“Cherry Bekaert is dedicated to delivering superior client service. Our firm specializes in identifying tax planning opportunities, optimizing corporate structures for tax efficiency, managing nexus issues, and negotiating with tax authorities to ensure compliance with state tax laws. As your trusted advisor, we simplify the complexities of SALT planning and compliance.”
Mark R. Arrigo
State & Local Tax Leader

Contact Our State & Local Tax Team

Our team of experienced SALT professionals helps clients identify state credit and incentive opportunities, assess the overall effectiveness of their tax planning, review the necessity of each legal entity, provide nexus consulting services, and negotiate with state taxing authorities to help resolve outstanding tax exposure. By partnering with Cherry Bekaert’s SALT team, businesses can be confident of their compliance with state and local tax laws.

Our State & Local Tax Services

Cash Recovery Services

Cherry Bekaert will review your past corporate tax filings, transactions and filing positions for refund opportunities for all state and local tax types. We will also assist you in preparing refund claims, amended returns, and other required documentation for obtaining any identified overpayments.

Strategic Planning

To effectively manage your increasing tax burden, Cherry Bekaert offers structure alternatives and legal entity optimization and provides valuable transaction planning to keep up with a company’s growth.

Multistate Transaction Services

When a business considers forming an entity, buying or selling assets, strategic joint ventures, or acquiring or merging with another company, Cherry Bekaert can help identify important tax implications and offer potential solutions and alternatives. In addition, we can assist with merger integration and post-merger optimization of the business operations.

Compliance Services

Cherry Bekaert offers a variety of services designed to handle compliance needs in the most cost-effective manner, including outsourcing services, ASC 740 and ASC 740-10 (FIN 48) analysis, reporting positions and elections, combined and consolidated filing, allocation and apportionment, and cost of performance reviews. We are prepared to help you outsource or co-source the SALT compliance process to leverage the company’s resources for more pressing concerns. We can assist in reviewing the effectiveness and fit of the corporate tax structure and planning in place.  

Audit Advisory & Dispute Resolution

Cherry Bekaert’s SALT team has proven success in audit representation, managing audits, negotiating settlements, and providing comprehensive support for tax controversies and litigation. Our professionals deliver strategic audit advisory services, offering tailored solutions to optimize tax positions and reduce liabilities. We also excel in effective dispute resolution, leveraging deep industry knowledge to navigate complex state and local tax challenges with precision and confidence, ensuring your business remains compliant and financially efficient.

Process Optimization

Our process optimization services can assist companies not only in paying the appropriate amount of tax but also in reducing any associated internal costs. To reduce overall compliance costs, we design a process map to assist in streamlining, automating or outsourcing businesses’ key tax function processes. This service is especially critical and valuable upon the acquisition and integration of a target company’s operations.

Cash Recovery Services

Cherry Bekaert will review your past corporate tax filings, transactions and filing positions for refund opportunities for all state and local tax types. We will also assist you in preparing refund claims, amended returns, and other required documentation for obtaining any identified overpayments.

Strategic Planning

To effectively manage your increasing tax burden, Cherry Bekaert offers structure alternatives and legal entity optimization and provides valuable transaction planning to keep up with a company’s growth.

Multistate Transaction Services

When a business considers forming an entity, buying or selling assets, strategic joint ventures, or acquiring or merging with another company, Cherry Bekaert can help identify important tax implications and offer potential solutions and alternatives. In addition, we can assist with merger integration and post-merger optimization of the business operations.

Compliance Services

Cherry Bekaert offers a variety of services designed to handle compliance needs in the most cost-effective manner, including outsourcing services, ASC 740 and ASC 740-10 (FIN 48) analysis, reporting positions and elections, combined and consolidated filing, allocation and apportionment, and cost of performance reviews. We are prepared to help you outsource or co-source the SALT compliance process to leverage the company’s resources for more pressing concerns. We can assist in reviewing the effectiveness and fit of the corporate tax structure and planning in place.  

Audit Advisory & Dispute Resolution

Cherry Bekaert’s SALT team has proven success in audit representation, managing audits, negotiating settlements, and providing comprehensive support for tax controversies and litigation. Our professionals deliver strategic audit advisory services, offering tailored solutions to optimize tax positions and reduce liabilities. We also excel in effective dispute resolution, leveraging deep industry knowledge to navigate complex state and local tax challenges with precision and confidence, ensuring your business remains compliant and financially efficient.

Process Optimization

Our process optimization services can assist companies not only in paying the appropriate amount of tax but also in reducing any associated internal costs. To reduce overall compliance costs, we design a process map to assist in streamlining, automating or outsourcing businesses’ key tax function processes. This service is especially critical and valuable upon the acquisition and integration of a target company’s operations.

Our Professionals

Connect With Us

Mark R. Arrigo

State & Local Tax Leader

Partner, Cherry Bekaert Advisory LLC

Peter Baisch

State & Local Tax

Director, Cherry Bekaert Advisory LLC

Karen Boyaris

Strategic Tax Advisory

Director, Cherry Bekaert Advisory LLC

Mike Grim

State & Local Tax Services

Director, Cherry Bekaert Advisory LLC

Contact Our State and Local Tax Consultants