State & Local Tax Compliance

In today’s budgetary environment, state and local governments are aggressively seeking ways to shore up funding deficits. This often translates into aggressive interpretations and application of tax laws.

Tax Litigation Attorney

Freeman Law aggressively represents clients in state-and-local tax disputes and litigation with the Texas Comptroller. We provide representation at all levels of the state-and-local tax-dispute life cycle, including audits and refund claims, State Office of Administrative Appeals (“SOAH”) and state district court proceedings, and—where necessary—beyond.

Tax Resolution Representation Lawyers, Dallas - Fort Worth

Freeman Law helps clients across a wide range of industries—from SaaS providers to traditional brick-and-mortar businesses—navigate through complex state-and-local tax laws and resolve their tax conflicts. We have experience with a breadth of state taxes, including sales and use taxes, franchise taxes, mixed beverage taxes, and others, and a particular interest in state taxation of electronic commerce, including cloud computing, internet hosting, and software as a service delivery models.

Freeman Law represents clients in the Dallas-Fort Worth area and throughout Texas. Schedule a consultation or call to (214) 984-3410 to discuss your state and local tax concerns.

Multi-State and Local Tax Services

To be Competitive, Companies must have a State and Local tax strategy due to aggressive tactics by States

Overview

State and local taxes pose complex challenges businesses and individuals must deal with in an expanding global economy. States continue to change and expand regulations and rules, and the complexity of compliance requirements each state imposes on businesses and individuals can make staying current with your tax obligations very challenging.

Freeman Law(“FL”) State and Local Tax (“SALT”) group advises clients on all types of state and local tax issues. FL will help you navigate through all the state laws and regulations regarding registration and filing obligations, and advise and implement SALT planning strategies to save businesses and individuals tax dollars by reducing your overall state tax burden.

Why SALT Services

Multistate taxation is very complex and creates issues as a company expands or sells product or provide services to businesses or individuals in the various states. FL’s SALT group provides specialized expertise in state and local taxes and offers value-driven services that help clients realize significant tax savings.

Noncompliance of state tax rules and regulations can put a business or individual at risk for tax assessments that include interest and penalties. As state taxing authorities become more aggressive, businesses must be informed to avoid any state tax pitfalls.

No matter what jurisdiction you currently or anticipate operating in, we are able to analyze the tax impact of doing business in that state.

Multi-state Service Offerings

Income, Franchise, and Gross Receipts Tax Services

  • Income tax consulting
    • Nexus studies
    • Public law 86-272 analysis
    • State tax due diligence
  • Look back reviews (reverse audits)
  • Apportionment analysis
  • Audit defense and controversy services
  • State tax litigation
  • Voluntary disclosure/tax amnesty services

Sales and Use Tax Services

  • Sales tax consulting
    • Nexus studies
    • Taxability of transactions
  • Recovery of sales and use tax overpayments (reverse audits)
  • Exemption certificate compliance
  • Audit defense and controversy services
  • State tax litigation
  • Voluntary disclosure/tax amnesty services

Employer Withholding

  • Withholding registration
  • Tax reporting and compliance
  • Unemployment registration
  • Audit defense and controversy services
  • Voluntary disclosure/tax amnesty services

Unclaimed property services

  • Identify property subject to a state’s escheat provision
  • Analyze the impact and negotiate voluntary disclosure to mitigate exposure

Credits and incentives

  • Site selection and location analysis
  • Business incentive negotiation
  • Credit review
  • Economic development

Controversy, Audit Defense and Litigation

  • Working with state and local tax auditors to address issues as they arise
  • Identifying potential overpayments to offset any tax assessment
  • Analysis of documents as they relate to the taxpayer’s position
  • Obtaining letter rulings to clarify the state’s position on the taxpayer’s specific facts
  • Preparation of administrative claims and refund claims with appropriate documentation
  • Working with Departments of Revenue to facilitate the possibility of a non-litigation result
  • Representation at administrative process
  • Assistance in the settlement process
  • Assistance with helping clients to take corrective action

Indirect Tax Services

Through a broad array of tax advisory, controversy, and compliance services, FL can help clients manage the complexities of various Indirect Tax issues. For example, FL can perform nexus determinations, identify and explore tax opportunities and exposures, business expansion, mergers, acquisitions and reorganizations, negotiate voluntary disclosure, manage tax controversies and advise as to tax procedures.

Indirect Tax Services include Sales and Use Taxes, Employer Withholding, Credits and Incentives, and Abandoned and Unclaimed Property.

FL offers the following Indirect Tax Services

Sales and Use Taxes

  • Nexus studies – determination in which jurisdictions tax returns are required
  • Audit Defense
  • Negotiate and obtain voluntary disclosure agreements
  • Reverse sales and use tax audits identify overpayments or exposures
  • Taxability studies
  • Sales and use tax registration services

Employer Withholding

  • Withholding registration
  • Tax reporting and compliance
  • Unemployment registration
  • Audit defense and controversy services
  • Voluntary disclosure/tax amnesty services
  • Withholding registration

Credits and Incentives

  • Identity and obtain statutory and negotiated state tax incentives or credits
  • Income/franchise tax credits related to business expansion (investment), relocation, or retention of facilities and/or workforce
  • Employment tax credits such as job training credits or grants
  • Property tax incentives such as real or personal property tax abatement and/or exemptions
  • Modeling the tax cost-gaps resulting from continuity of business presence or expansion among competing jurisdiction

Unclaimed/Abandoned Property

  • Identify types of property subject to escheatment
  • Determine abandoned period
  • Audit defense
  • Negotiate voluntary disclosure agreements to mitigate exposure

State Tax Controversy, Audit Defense and Litigation

State tax controversy and audits can emerge throughout all spectrums of state and local tax, including income and franchise, sales and use, employment, and property taxes. FL will help you evaluate the audit issues, prepare the documentation for your defense, negotiate with auditors and represent you during every step of the audit process. If your controversy matter requires to be litigated at a hearing or court, FL’s attorney will be able to assist in such representation. Our goal is to help minimize any assessment, including tax, interest and penalties, and simplify the controversy process. We manage the controversy and audit process, including:

  • Working with state and local tax auditors to address issues as they arise
  • Identifying potential overpayments to offset any tax assessment
  • Analysis of documents as they relate to the taxpayer’s position
  • Obtaining letter rulings to clarify the state’s position on the taxpayer’s specific facts
  • Preparation of administrative claims and refund claims with appropriate documentation
  • Working with Departments of Revenue to facilitate the possibility of a non-litigation result
  • Representation at administrative process
  • Assistance in the settlement process
  • Assistance with helping clients to take corrective action