State Income Tax Services
Specialized state income tax services designed to help private equity firms and portfolio companies manage multi-state compliance, reduce exposure, and support complex transactions.
STATE INCOME TAX SERVICES
Strategic, Multi-State Income Tax Advisory
Insight Tax Advisors provides state income tax services designed to support private equity firms and their portfolio companies operating across multiple jurisdictions. We help organizations manage compliance obligations, evaluate filing positions, and address exposure throughout the investment lifecycle.
Our team brings deep experience with complex entity structures, combined and consolidated filings, apportionment, and transaction-driven state income tax considerations. We work closely with internal tax and finance teams to deliver practical guidance that supports both deal execution and ongoing compliance.
Portfolio Company Income Tax Return Review
Review state income tax returns prepared by third-party firms to identify filing risks, inconsistencies, and missed tax-saving opportunities.
Combined & Consolidated Filing Analysis
Assess entity structures and state rules to determine proper combined or consolidated filing positions and avoid unintended exposure.
PE Management Company Filings
Analyze state filing obligations for PE management entities, including nexus, unitary considerations, and carried interest reporting.
Apportionment & Sourcing Analysis
Evaluate state apportionment methodologies and sourcing positions to ensure defensible reporting and minimize multi-state exposure.
Voluntary Disclosure Agreements
Negotiate VDAs to limit lookback periods, penalties, and interest while resolving historical state income tax liabilities efficiently and strategically.
Who We Support
We partner with internal teams to deliver state income tax compliance solutions that scale alongside business growth and increasing complexity.
Portfolio Companies
Controllers
Finance Teams
Internal Tax Departments
Private Equity Operating Teams
Why Insight for State Income Tax
Senior-level professionals oversee all compliance engagements
Experience managing multi-state compliance environments
Processes designed for accuracy, consistency, and scalability
Alignment with transaction and consulting advisory services
Support tailored to private equity-backed organizations
STATE INCOME TAX LEADERSHIP
Let’s Discuss Your State Income Tax Strategy
Our state income tax professionals bring deep technical expertise and a practical approach built through years of advising private equity firms and their portfolio companies. We support accurate, compliant, and defensible state income tax positions across complex, multi-state environments.
Whether supporting ongoing compliance, evaluating filing positions, or addressing state income tax exposure, our team works closely with internal finance and tax teams to align tax strategy with business operations and investment objectives.
Jim Kelleher
Managing Director & Founder
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