State & Local Tax (SALT) Consulting
State and local tax rules vary widely—and enforcement is increasing. We help you assess exposure, design a compliant filing footprint, and implement practical SALT strategies that align with your business objectives.
What we do:
- Nexus and registrations
- Physical/economic nexus reviews, footprint optimization, home‑rule jurisdictions
- Registration/closure planning and implementation
- State income/franchise and gross receipts
- Apportionment methods, unitary/combined issues, city and local business taxes
- Credits & incentives
- Screening, documentation, and claims for jobs/investment/training incentives
- M&A / due diligence
- Exposure quantification, pre‑close cleanups, VDAs, and purchase‑agreement support
- Sales & use tax strategy
- Taxability guidance, exemption program design, and systems configuration
- Property and excise taxes
- Renditions, appeal coordination, and industry‑specific tax guidance
- Controversy and remediation
- Voluntary disclosure agreements (VDAs), amnesty filings
- Notice response, audit readiness/defense, penalty/interest abatement
Process:
- Discover: states, entities, channels, systems, and historical filings
- Analyze: nexus, taxability, apportionment, and exposure modeling
- Recommend: written plan with registrations, methods, elections, and timelines
- Implement: filings, VDAs, configuration, and compliance calendar
- Defend/maintain: notices, audits, and periodic footprint/taxability updates
Deliverables you'll receive:
- SALT memo with findings, citations, and risk‑ranked action plan
- Registration/closure checklist and filing calendar
- Apportionment schedules and method/election documentation
- VDA/audit document packages and correspondence templates
Who we serve:
Multi‑state small businesses, ecommerce and service firms, manufacturers, construction, and nonprofits with expanding footprints—served virtually, nationwide.
Need a defensible SALT strategy—or help with a notice or audit? Contact us to get started or book a quick consult.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
