State and Local Tax (SALT) Consulting & Multistate Compliance

AAFCPAs provides expertise and compliance solutions for multistate corporate income tax, sales and use tax, personal property tax, marijuana retail tax, and gross receipts tax.

Managing multistate tax complexity

State & Local Tax Nexus Analysis and Compliance Advisory

State and local tax requirements continue to evolve, and enforcement is increasing across jurisdictions. As businesses expand into new markets, they often become subject to a wide range of state and local regulations that can create both risk and administrative burden.

Growth brings opportunity, but it also brings new tax considerations. Entering new states, hiring remote employees, or expanding operations can quickly change where and how your business is taxed. Factors such as sales activity, employee locations, property, and inventory all play a role in determining your obligations.

AAFCPAs provides expertise and compliance solutions for multistate corporate income tax, sales and use tax, personal property tax, cannabis retail tax, and gross receipts tax. We combine tax expertise, practical guidance, and technology to help you manage complexity with confidence so you can focus on growth.

State & Local Tax Advisory

Tax Nexus Analysis & Multistate Tax Obligations

Sales and Use Tax Nexus & Multistate Tax Obligations

AAFCPAs’ SALT specialists perform nexus analyses, including sales and use tax nexus, to determine where your business may have state and local tax obligations.

We analyze:

  • Where are you shipping goods?
  • Where are you performing services?
  • Where are your employees located?
  • What has changed in your operations?
  • Do you own property in another jurisdiction?
  • Do you sell to customers or perform services in Canada?

We then review state-specific rules to determine how your activities translate into filing requirements, how income should be apportioned, and where potential exposure exists.

Nexus is the foundation of multistate taxation. It determines whether your business activity creates a tax obligation in a given jurisdiction based on physical presence, economic thresholds, or other factors.

Multistate Tax Compliance

Multistate Tax Filing Requirements and Compliance Solutions

Manage Complexity with Confidence

Multistate tax compliance and multistate tax filing requirement can be challenging to navigate, especially as rules continue to change. Filing requirements are not always straightforward and often require careful interpretation. AAFCPAs helps clients manage these obligations with a structured, thoughtful approach. We focus on balancing compliance requirements with the realities of your operations so you can move forward with confidence. Our SALT automation tools streamline filings, while our team ensures compliance across jurisdictions.

Our approach includes:

  • Accurate and consistent filings supported by tax automation tools
  • Guidance aligned with your structure, industry, and growth plans
  • Ongoing access to professionals who understand your business

Our team works directly with clients to address notices, clarify obligations, and provide practical insight based on real-world experience.

Technology + Tax Guidance

Sales Tax Automation Software

With SALT Specialists Guiding You Through Complex Regulations

Our tax automation software streamlines multistate and international tax management. What sets AAFCPAs apart is the experienced SALT professionals behind it. Multistate tax compliance requires more than accurate filings. It requires understanding evolving regulations, jurisdictional nuance, and how tax positions will hold up under scrutiny. Software can process data, but it cannot interpret gray areas or apply judgment.

AAFCPAs combines technology with a highly engaged SALT team that works directly with you. We review notices, clarify obligations, and provide practical guidance based on real-world experience across jurisdictions. When complexity arises, you have someone to call who understands both your business and the tax landscape.

Teamwork in real estate. Business people meeting together about real estate. Working as a teamwork of real estate businesses.
Multistate & Cross-Border Tax Advisory

Streamlined Multistate and Cross-Border Tax Compliance Solutions

Our multistate tax compliance solutions include sales and use tax registration and filings, exemption certificate management, advance payment calculations for industries such as cannabis retail, and income tax filings for corporations, partnerships, individuals, and trusts. We also support Canadian GST/PST compliance, voluntary disclosures, correspondence management, and audit preparation and response. Each engagement is tailored to the structure and scale of your operations, with a focus on consistency, efficiency, and risk mitigation across jurisdictions.

AAFCPAs also advises on a broad range of state and local tax considerations, including pass-through entity taxes, M&A tax exposure and due diligence, economic development incentives, tax credits such as R&D and jobs credits, business registrations and licensing, payroll tax considerations for remote employees, property taxes, and unclaimed property.

Responsible Tax Planning with a Collaborative Approach

Why AAFCPAs

Clients rely on AAFCPAs’ decades of SALT experience not only for our technical expertise but also for proactive guidance, responsiveness, and a long‑term partnership approach. Whether you are addressing nexus questions, expanding into new states, or managing ongoing compliance, our team works alongside you to help you make informed decisions.

Our SALT team supports clients across:

  • Nexus analysis
  • Apportionment studies
  • Multistate compliance
  • Strategic tax planning

We combine technical knowledge with a collaborative approach to help you reduce risk, improve processes, and plan for growth.

AAFCPAs offers a transparent and responsible approach to tax strategy. We emphasize proactive planning, compliance, and coordination across financial disciplines to mitigate risk and support long-term financial health. Our guidance promotes informed decision-making through collaboration with trusted advisors.

Kelly Zack

Partner, State & Local Tax (SALT)MST

Kelly Zack

Partner, State & Local Tax (SALT)MST

Kelly is a senior leader in AAFCPAs’ State and Local Tax (SALT) practice. She advises individuals, partnerships, corporations, nonprofits, and trusts with multistate operations on strategic tax planning and risk mitigation. Her…

Brian O'Hearn

Tax ManagerCPA, MSA

Brian O'Hearn

Tax ManagerCPA, MSA

Brian has extensive experience providing proactive tax and business advisory services for privately held, multi-state corporations and their owners in a variety of industries. As a member of AAFCPAs’ State & Local…

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