
Our Services




Multi-State Sales and Use Tax Consulting
Our services include multi-state sales and use tax (SUT) refund studies, taxability matrices, nexus studies, audit defense, voluntary disclosure negotiations, and corporate restructuring to support income and sales tax planning. Our innovative sales tax approach addresses key functions of a client's business operations aimed at identifying optimized procedures resulting in tax savings.

California - Sales and Use Tax Exclusion and Partial Exemption Programs
Our services include assisting clients in qualifying and quantifying purchases subject to partial exemption or full exclusion from sales and use tax in California and other states. We help California businesses manage the sales and use tax expenses by correctly identifying purchases that could qualify for these SUT programs.


Tax Credits and Incentives Consulting
Our firm specializes in assisting businesses effectively avail of the California New Employment Credit (NEC). NEC is for employers that:
-
Hire qualified full-time employees
-
Receive a reservation for that employee
-
Pay wages for work performed by that employee in a designated geographic area (DGA)
-
Report the credit on a timely filed (including extensions) original returns
​
Employee Retention Credit:
-
We assist clients in navigating complex tax rules to properly qualify for and claim this credit.
