Tax Advisory
State Nexus & SALT Advisory
State and local tax exposure mapping for businesses with distributed people, customers, inventory, property or digital activity.
When this helps
Recognisable situations.
- 01
Remote staff expanded the footprint
Payroll and income-tax obligations may exist outside the original states.
- 02
A SaaS or DTC business sells nationally
Sales-tax treatment and thresholds differ by product and state.
- 03
An acquisition reveals historic exposure
Diligence and remediation require a quantified state-by-state view.
- 04
The business is preparing for sale
Unresolved nexus issues can become a diligence and escrow problem.
Scope
The service is configured to the facts and decision.
Nexus
- Income, franchise, sales and payroll tax
- People, property and economic activity
- Marketplace and digital-product facts
- Registration status
Quantification
- Historic exposure
- Materiality and priority
- Voluntary-disclosure options
- Prospective compliance cost
Remediation
- Registration sequence
- Filing calendar
- Process ownership
- Transaction readiness
Engagement path
Five stages, one accountable thread.
- 01
Define the decision
Clarify the decision, constraints, stakeholders and evidence required.
- 02
Build the fact base
Reconcile the financial, tax, operational and contractual information that drives the issue.
- 03
Develop options
Model viable paths, explicit trade-offs and downside cases.
- 04
Execute the work
Produce the agreed analysis, operating cadence and decision materials with senior ownership.
- 05
Embed and hand over
Document the method, train the responsible team and retain an escalation path where needed.
Typical deliverables
Defined before work begins.
- Nexus matrix
- State exposure map
- Historic liability estimate
- Remediation options
- Registration and filing calendar
- Control recommendations
Questions
Common engagement questions.
Is this only a sales-tax study?
No. The analysis can cover income, franchise, payroll and sales/use tax based on the business footprint.
Can the work support transaction diligence?
Yes. The output can be structured for buyer, seller and adviser review.
Next step
Discuss state nexus & salt advisory.
Share the situation, timing and decision. A senior adviser will respond directly and confidentially.