State Tax of Counsel Services

With three decades of state tax experience at your disposal, we provide on-call Big 4 quality State Tax Consulting Services to regional accounting firms and private equity portfolio companies, so they have the deep technical state tax experience that they need. Whether it is state tax issues on mergers and acquisitions, nexus studies, taxability studies, apportionment issues, state tax audit defense, or complex state income/franchise and non-resident withholding matters, our team is ready to help your clients. We provide our services on an hourly rate basis at fraction of the large firms. 

Accounting Firm

Of Counsel State Tax Consulting Services

During the due diligence process, we commonly see state tax exposures resulting from not having state tax professionals involved in advising the Company.  It does not matter if the Company tax advisor is a Big 4 Firm or middle tier firm, if the state tax professionals are not involved, then the Company will likely have state tax issues. These issues commonly involve nexus determinations for state income/franchise/non-resident withholding tax, the application of sales tax, or the classification of workers.  

Our team can provide on-call State Tax Consulting Services to help you serve your clients, whether it is trying to mitigate state tax issues on acquisitions or dispositions, nexus studies, income tax return review, taxability studies, apportionment issues, state tax audit defense, or complex state income/franchise and non-resident withholding matters.  

We provide our services on an hourly rate basis at fraction of the large firms. If you are interested in establishing an inter-firm agreement, then click on the link to book an appointment or to send an email. We look forward to serving you and your clients.

Private Equity Portfolio Company

Of Counsel State and Local Tax Services

During the due diligence process, we commonly see state tax exposures resulting from not having state tax professionals involved in advising the Company.  It does not matter if the Company tax advisor is a Big 4 Firm or middle tier firm, if the state tax professionals are not actively involved, then the Company will likely have state tax issues. These issues commonly involve nexus determinations for state income/franchise/non-resident withholding tax, the application of sales tax, or the classification of workers.  

Our team can provide on-call State Tax Consulting Services to help you serve your clients, whether it is trying to mitigate state tax issues on acquisitions or dispositions, mitigating exposures identified during due diligence, nexus studies, income tax return review, taxability studies, apportionment issues, or state tax audit defense. We also can provide you monthly updates on the tax issues at each portfolio company. We will help you make sure that there will not be state tax surprises on exit. 

We provide our services on an hourly rate basis at fraction of the large firms. If you are interested in signing a private equity portfolio company services agreement, then click on the link to book an appointment or to send an email. We look forward to serving you and your clients.  

Contact Us

Let us help you.

At Insight Tax Advisors, we understand that tax related matters can have a significant, and often confusing, impact on a pending transaction.  Our dedicated team of tax experts is here to help you find the solutions you need.  Whether you are buying or selling, or even just contemplating a long-term exit strategy, we have you covered.   

Simply click the button below, and let’s start a conversation. Your financial clarity and peace of mind are just a message away.