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MHM
  • About Us
    • Careers
    • Locations
  • Services
    • Audit & Assurance
      • Financial Statement Audits
      • EBP Audits
      • Public Company Services
      • Attest & Other Services
      • Systems and Organization Controls
    • Tax
      • State and Local Tax
      • Federal Tax
      • International Tax
      • Private Client Services
    • Advisory
      • Complex Accounting
      • Transition & Transaction Services
      • IT Security
  • Industries
    • Financial Services
    • Manufacturing & Distribution
    • Not-for-Profit & Education
    • Private Equity
    • Professional Services
    • Real Estate
    • Retail and Consumer Products
    • Technology & Life Sciences
    • Construction
  • Insights
    • Articles
    • Webinars
  • People
  • Contact Us
    • MHM Ethics Hotline

State and Local Tax Services

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A green map of the United States with coins on top of it representing how state and local tax work

State & Local Tax

Our professionals help manage state and local tax nexus issues, identify opportunities for savings, and streamline your reporting functions.

A group of professionals discussing sales and local tax

State & Local Tax

Our professionals help manage state and local tax nexus issues, identify opportunities for savings, and streamline your reporting functions.

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Working with a tax provider who really knows you is critical for state and local tax planning. Each jurisdiction has unique tax considerations, and with 10,000-plus taxable jurisdictions in the U.S., managing state and local tax requirements can be demanding. The dedicated state and local tax professionals at CBIZ* help you implement strategies that optimize your state and local tax position. We use our experience working with local authorities to provide supportable state and local tax solutions, negotiate incentive packages and minimize any penalties for noncompliance.

Abandoned/Unclaimed Property

From annual compliance to unclaimed property reviews and technical analysis of state statutes, we help reduce your abandoned or unclaimed property exposure. Learn more»

Income & Franchise Tax

We provide nexus evaluations and assist with voluntary disclosure agreements to reduce your income and franchise tax risk. Learn more»

Personal Property Tax Compliance & Consulting

Our tax professionals review your company’s locations and fixed assets to ensure they are reported correctly. We also provide outsourcing services that guarantee your property tax return is filed on time. Learn more»

Sales Tax Compliance

The outsourcing and co-sourcing sales tax services we provide help minimize your sales tax compliance risk. Learn more»

State & Local Tax Controversy

We help ensure you minimize your tax exposure, reduce or eliminate any penalties, manage state audits, and receive applicable refund claims. Learn more»

Tax Incentives & Training Grants

We identify the hiring and/or training incentives for which you may be eligible if you plan to hire new employees or implement new technology. Learn more»

Employee Retention Tax Credit Availability

Can you still claim the Employee Retention Tax Credit, and ensure defensibility?

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Our understanding of your operations helps us
deliver compliance and incentive strategies tailored to meet your needs.

Insights

Mark Your Calendars: Pillar Two Compliance is Around the Corner

As a CFO, you are likely already aware of Pillar Two and the significant global tax changes it brings. However, it is imperative to understand this is one of the most fundamental changes United States multinational entities have seen in years.

Learn More

ASC 842: The Key to Optimizing Your Lease Portfolio and Weathering a Potential Recession

The past year has been challenging for many organizations, as the economic downturn brought high inflation, rising interest rates and market volatility. However, the implementation of ASC 842 may provide a silver lining amidst the uncertainty. By enabling companies to optimize their lease portfolio, ASC 842 can help executives make more informed resource allocation decisions and see significant cost savings.

Learn More

ASU 2023-02 Expands Applicability of Guidance on Investments in Tax Credit Structures

On March 29, 2023, the Financial Accounting Standards Board (FASB) issued Accounting Standards Update (ASU) No. 2023-02.

Learn More

  • A Closer Look at SALT Cap Workarounds

     States are finding ways around the limit on the TCJA limit on state and local tax deductions.

  • What the New York Pass-Through Entity Tax Means for Private Equity and Venture Capital

     The 2017 tax reform law commonly known as the Tax Cuts and Jobs Act (TCJA) caught states off-guard.

  • Washington State Passes Capital Gains Tax

     Washington state recently made a significant state and local tax change.

  • New Corporate Tax Reporting Requirements for Virginia Announced

     Corporations subject to the Virginia state income tax have a new reporting requirement for 2021.

  • Be Mindful of Any Planned Moves: How Residency Affects State Tax Obligations

     If you plan to move to a lower tax state, it may be helpful to understand how states determine residency for tax purposes.

  • California Approves Restriction on Use of NOLs and Tax Credits

     Facing a revenue decline as a result of the COVID-19 pandemic, the state of California is taking steps to protect state income tax revenue.

  • Tackling Tax Department State and Local Impacts from COVID-19

     Finance teams may want to check in how tax departments are operating, as some key functions have become more challenging as a result of the COVID-19 pandemic.

  • 3 State & Local Tax Implications from the CARES Act

     Recent changes resulting from the COVID-19 pandemic will have a federal and state tax impact.

  • COVID-19: Remote Workers Bring a New Set of Tax Challenges

     Widespread work-from-home arrangements are complicated, and the remote work scenario occurring during the COVID-19 pandemic may also make state and local taxes more challenging, too.

  • Webinar: Eye on Washington Quarterly Update Q2 2020

     Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

  • Webinar: Eye on Washington Quarterly Update Q3 2020

     Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

  • Webinar: Eye on Washington Quarterly Update Q1 2020

     Our Eye on Washington webinars assist CEOs, CFOs, financial executives and advisors, and other interested parties in navigating the complex tax environment. From federal tax reform to IRS guidance, topics covered will provide the up-to-date information you need to help you plan for the future.

  • Webinar: Quarterly Accounting and Financial Reporting Issues Update Q2 2020

     This quarterly webinar will bring you up-to-date on hot topics, technical matters and current events that affect financial reporting.

  • Webinar: Quarterly Accounting and Financial Reporting Issues Update Q3 2020

     This quarterly webinar will bring you up-to-date on hot topics, technical matters and current events that affect financial reporting.

  • Webinar: Quarterly Accounting and Financial Reporting Issues Update Q1 2020

     This quarterly webinar will bring you up-to-date on hot topics, technical matters and current events that affect financial reporting.

  • Webinar: Individual Year End Tax Planning Tips for 2019 and Beyond

     Please join us for this webcast in which we will identify and assess effective individual year-end strategies including interactions with trusts and estates, S corporations and other pass-through entities for optimal tax minimization for 2019 and beyond.

  • Tax Tips for Manufacturers & Distributors: How State and Local Incentives Can Subsidize Your Growth Initiatives

     Whether your manufacturing or distribution company is planning to expand, add more employees or bring in new technologies, growth takes investment.

  • The Latest Craze in Sales Tax Policy: Marketplace Facilitator Laws

     Now that the states have the ability to tax out-of-state vendors, they are onto their next quest to capture more sales tax revenue from online sales by shifting the burden of sales tax collection and remittance from sellers to marketplace facilitators.

  • Court Ruling Indicates SALT Cap Not Going Anywhere

     A recent court opinion deals a blow to efforts to overturn the so-called state and local tax cap. The following is a closer look at the reasons the court gave for supporting tax reform provision.

  • 4 State and Local Income Tax Concerns for Private Equity and Venture Capital Firms

     Tax planning season is almost here. Private equity and venture capital firms will have a lot to sift through but one element that should not be overlooked are funds’ state and local income tax obligations.

  • Washington Simplifies Economic Nexus Standards

     Washington recently joined the growing number of states that are adjusting state tax policies around remote retailers and marketplace facilitators. The state made updates that will likely increase the number of out-of-state vendors who would be subject to the state’s Business and Occupation tax.

  • Webinar: Colorado - An Example of Post-Wayfair Complications

     Using Colorado as an example, our one-hour webinar explores how Wayfair affected sales and use tax requirements and the types of state-specific factors that make sales and use tax reporting in 2019 so difficult.

  • Opportunity to Lessen Tax Liability for Fulfillment By Amazon Sellers In California

     As online sales surge, more sellers are using larger online marketplaces to provide their products online, oftentimes using the popular Fulfillment by Amazon (FBA) program.

  • State Incentives Deemed Tax-Free Nonshareholder Capital Contributions

     Over the years, the IRS and taxpayers have battled the issue of whether state tax incentives and grants are taxable gross income under Reg. Section 1.61-1(a) or nontaxable contributions to capital under Section 118.

  • What 'Wayfair' Means for Not-for-Profits

     The Supreme Court made 2018 an incredibly exciting year for state and local taxes.

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    Key Contact

    Steve Henley

     shenley@cbiz.com (770) 858-4443

    The first step in
    Knowing You is Knowing how
    we can help You.

    Contact Us

    *MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm that provides audit, review and other attest services. MHM works in an alternative practice structure with CBIZ, a leading business consulting, tax, and advisory services provider. MHM provides all attest services and, with limited exception, CBIZ provides all non-attest services.

    MHM. Knowing You.

    Contact Us

    About Us

    MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm dedicated to learning about your organization and helping you meet your requirements and make informed decisions. We use our global resources and 60-plus years of experience serving growth-oriented public, private and not-for-profit organizations, to bring you best practices and sound guidance.

    A member of Kreston Global |
    A worldwide network of accounting firms

    Careers | Terms of Use | Cookie Settings Privacy Policy

    Copyright 2021 Mayer Hoffman McCann P.C. All rights reserved.

    About Us

    MHM (Mayer Hoffman McCann P.C.) is an independent CPA firm dedicated to learning about your organization and helping you meet your requirements and make informed decisions. We use our global resources and 60-plus years of experience serving growth-oriented public, private and not-for-profit organizations, to bring you best practices and sound guidance.

    MHM. Knowing You.

    Contact Us

    A member of Kreston Global |
    A worldwide network of accounting firms

    Careers | Terms of Use | Cookie Settings Privacy Policy

    Copyright 2021 Mayer Hoffman McCann P.C. All rights reserved.