State and Local Tax Services
State and local tax services help businesses manage multi-state tax obligations, reduce risk, and identify opportunities to improve cash flow. As organizations expand across jurisdictions, tax rules become more complex, with varying requirements for income, sales, and use taxes.
LBMC works with companies navigating growth, audits, and ongoing compliance challenges. Our team provides practical guidance across nexus, taxability, and multi-state filings — helping you make informed decisions and stay ahead of changing regulations.
State and Local Tax Services at a Glance
- Multi-state tax planning and compliance
- Nexus and exposure analysis
- Audit defense and controversy support
- Tax recovery and refund opportunities
- Ongoing advisory and monitoring
How State and Local Tax Services Work in Practice
State and local tax engagements are designed to bring clarity and direction without disrupting daily operations. The focus is on understanding your current position, identifying risk and opportunity, and helping you move forward with confidence.
- Discovery and current-state review: We begin by understanding your business model, footprint, and current tax processes.
- Nexus, exposure, and opportunity assessment: We evaluate where you may have tax obligations, identify potential risks, and uncover opportunities for savings or recovery.
- Prioritization and planning: Findings are organized into a clear roadmap based on risk, timing, and business priorities.
- Execution support or coordination: We assist with filings, audit responses, or implementation, working alongside your internal team.
- Ongoing advisory and monitoring: As your business evolves, we help you stay compliant and adjust strategies as needed.
Why Businesses Work with State and Local Tax Advisors
Organizations typically seek state and local tax support when complexity increases or risk becomes harder to manage internally.
Common triggers include:
- Expanding into new states or sales channels
- Receiving audit notices or increased enforcement activity
- Uncertainty around nexus or taxability rules
- Managing compliance across multiple jurisdictions
- Mergers, acquisitions, or restructuring events
- Identifying prior overpayments or exposure risks
- Limited internal SALT expertise or bandwidth
State and local tax advisory services help reduce uncertainty, improve compliance, and support better financial outcomes across your organization.
Stay Ahead of Multi-State Tax Changes
Managing state tax obligations is ongoing. Regulations shift, enforcement increases, and new risks emerge as your business grows.
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LBMC’s State and Local Tax Consulting Services
LBMC’s state and local tax consulting services are designed to support businesses at every stage—from initial expansion into new states to managing complex, multi-jurisdictional tax environments.
Our approach combines proactive planning, responsive support, and ongoing advisory to help you stay compliant while identifying opportunities to improve outcomes.
Diagnostic Services
Identify risk, exposure, and missed opportunities.
We assess your current state tax position to determine where obligations exist and where improvements can be made.
This typically includes:
- Nexus studies to determine where you have filing obligations
- Taxability reviews across products, services, and jurisdictions
- Exposure assessments to quantify potential liabilities
- Identification of overpayments or refund opportunities
- Evaluation of current processes and compliance gaps
This gives you a clear understanding of your risk profile and where to take action first.
Preventative Services
Stay compliant and reduce future tax risk.
Our team supports ongoing compliance, planning, and process improvements to help you avoid costly surprises as your business grows.
We help you:
- Establish consistent multi-state filing practices
- Improve documentation to support tax positions
- Align tax strategy with operations and expansion plans
- Monitor nexus changes as your footprint evolves
- Reduce audit risk through proactive planning
The goal is to create a sustainable approach that keeps your business compliant without adding unnecessary complexity.
Emergency Services
Respond quickly to audits, notices, and disputes.
When issues arise, we step in to help you manage the situation, reduce disruption, and move toward resolution.
Support may include:
- Audit defense and response management
- Assistance with state notices and inquiries
- Negotiation and resolution of tax disputes
- Voluntary disclosure agreements (VDAs)
- Remediation of prior compliance gaps
Our focus is to protect your position, minimize potential liabilities, and resolve issues as efficiently as possible.
Tax Solutions Built Around Your Goals
Whether you’re navigating multi-state complexity, preparing for an audit, or planning your next phase of growth, LBMC’s state and local tax advisors can help you clarify exposure, identify opportunities, and move forward with confidence. Start with a conversation grounded in your business reality.Why Choose LBMC as Your State and Local Tax Firm?
LBMC combines deep technical tax expertise with a practical, business-focused approach to state and local tax challenges.
- Top 40 accounting and consulting firm with national reach and regional accessibility
- Integrated service model connecting tax, advisory, and industry expertise
- Experienced SALT professionals across multiple industries and jurisdictions
- Proactive, risk-based approach focused on clarity and decision-making
- Long-term client relationships that support continuity and efficiency
Industries We Support
Our state and local tax team works with businesses across a wide range of industries, providing practical guidance tailored to industry-specific tax obligations and multi-state complexity. From managing nexus and compliance to supporting growth, transactions, and audits, we help organizations navigate evolving state and local tax requirements with clarity and confidence.
All Industries We Serve
Local Expertise, Wherever You Are
With offices in Chattanooga, Memphis, Louisville, Nashville, Knoxville, Philadelphia, and Charlotte, plus remote offices, LBMC partners with businesses across the region and beyond.
State and Local Tax Resources
FAQs about State and Local Tax Services
What do state and local tax services include?
State and local tax services support businesses with issues related to income tax, sales and use tax, franchise and gross receipts taxes, property tax, and unclaimed property. Services may include nexus analysis, compliance support, planning, audit defense, refund reviews, and transaction-related consulting.
When should a business work with state and local tax advisors?
Businesses often seek state and local tax guidance when expanding into new states, receiving audit notices, facing uncertainty around nexus or taxability, undergoing a transaction, or managing growing compliance requirements across multiple jurisdictions.
How is state and local tax consulting different from tax compliance?
Tax compliance focuses on preparing and filing required returns. State and local tax consulting addresses broader questions such as risk exposure, planning opportunities, audit readiness, process improvement, and how changes in the business may impact future tax obligations.
Which industries benefit most from state and local tax services?
Any business operating in more than one jurisdiction can benefit from state and local tax services. Industries with complex operations, high transaction volumes, or frequent structural changes — such as manufacturing, healthcare, real estate, and private equity — often face increased SALT exposure.
How do I find state and local tax services near me?
LBMC serves businesses across the Southeast and beyond, with offices in multiple markets and the ability to support clients remotely. Our state and local tax advisors work with organizations wherever they operate.
Why choose LBMC for state and local tax services?
Clients choose LBMC for our deep multistate experience, practical approach, and commitment to understanding how tax issues affect the broader business. We focus on clear guidance, proactive support, and advocacy when challenges arise.
LBMC's Team of Tax CPAs and Advisors
LBMC State and Local Tax
Talk to an Advisor
Whether you’re navigating multi-state complexity, preparing for an audit, or planning your next phase of growth, LBMC’s state and local tax advisors can help you clarify exposure, identify opportunities, and move forward with confidence.