STATE AND LOCAL TAX AND FINANCIAL SERVICES

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We identify and implement methods to prospectively reduce sales/use and transaction based taxes.

Sales/use/transaction tax optimization planning is designed to produce significant above the line savings.  We conduct a review of your business operations and financial records in order to identify tax reduction methods and evaluate whether such methods are feasible for you to put in place. We utilize a systematic approach to identify and assist with the implementation of the tax reduction methods consistent with your business operations and tax legal authorities. 

Our professionals are former Big 4 partners, managers and former state auditors with a detailed understanding of state statutes and technical guidance. Often the key to achieving tax reduction starts with identifying transaction tax costs that lack transparency. Once these costs are identified, often the steps required to reduce these costs are not complex or aggressive. The objective is to achieve material benefits reducing transaction tax costs that while increase bottom line profits and EPS (earnings per share).


Contact us to learn more

Phone: (714) 434-6700
Fax: (714) 640-8645