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Get Started with SALT

Stop stressing over unknown material financial risks. Get the support and clarity you need from experienced niche tax specialists at Citrin Cooperman.

State and Local Tax Regulations Are Complex and Ever-Changing

Business-applications  Don't Continue to Overpay Taxes to the State

Start the process of lowering your tax liability immediately. Identify areas where you’ve been paying too much and set up protocols and processes so you can avoid these pitfalls in the future.

Business-applications  Don't Risk Impacts to Future Business Transactions

The nature of state and local tax codes is so complex that few businesses are 100% compliant. Most companies do not have the internal resources to dedicate to this area of compliance. Hire a state and local tax advisor with specialized knowledge to help you identify risk areas and prepare for the future.

Business-applications  Do Collect Refunds and Minimize Future Liabilities

If you can identify areas where you have historically overpaid, your company will be entitled to a tax refund. And even if you’ve historically underpaid, you can minimize your future tax liabilities now by making the necessary adjustments to your procedures.

Business-applications  Do Relax, Because You Now Know How These Taxes Affect Your Business

Armed with the knowledge of a state and local tax advisor, you no longer have to fear the unknown. And because you’ve put procedures in place to make administration easier, you can spend your time and energy focused on your business priorities.

Client Story: MyFitnessPal Develops a Well-Rounded Accounting and Tax Team

Confident. Quiet. Trustworthy.

This is how Mike Williams, controller, describes his accounting department at MyFitnessPalTM, the #1 global food tracking and nutrition app. Mike's team includes specialists in Citrin Cooperman's State and Local Tax (SALT) Practice.

Explore this case study to understand how Citrin Cooperman became an extension of MyFitnessPal's accounting team and explore the challenges they were able to overcome.

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State and Local Tax Services

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Sales and Use Tax

Did you know there are more than 9,000 unique taxing jurisdictions throughout the United States? We help businesses stay compliant while paying only the minimal amount of tax legally due.

Citrin Cooperman provides:

  • Reverse Audits
  • Audit Defense and Appeals
  • Nexus Survey and Taxability Matrices
  • Nexus Survey and Taxability Matrices

Talk to a Specialist

Unclaimed Property

All companies, no matter size or structure, have a responsibility to report unclaimed obligations. We help companies get compliant and stay compliant with:

  • Analytic Review
  • Annual Reporting
  • Audit Defense and VDA Assistance

Talk to a Specialist

Real Property Tax

Proper analysis is critical to estimating fair and equitable taxable values. Additionally, many property owners are unaware of available incentives, abatements, and exemptions. Managing the process of valuing your properties, filing appeals, and budgeting can be time consuming and complex.

Our Real Property team strives to ensure fair, reasonable, and equitable assessments through:

  • Opportunity Analysis
  • Acquisition Reviews
  • Assessment Appeals

Talk to a Specialist

Personal Property Tax

Personal property taxes can be a significant tax burden that may even exceed a company’s federal and state income tax burden. Many organizations do not have the internal resources to stay current with the ever-changing complexities of personal property tax compliance.

We help companies effectively manage the process and achieve the lowest assessment possible with:

  • Refund Analysis
  • Appeals Assistance
  • Audit Defense

Talk to a Specialist

Business Licenses & Gross Receipts Tax

Many local jurisdictions require companies to register for a business license, and these local business license requirements are often overlooked. The fees associated with the local business license registrations and renewals range from a nominal fee to a fee that is based on gross receipts.

We help businesses stop overpaying by providing:

  • Refund Analysis
  • Audit Defense
  • Voluntary Disclosures

Talk to a Specialist

Sales and Use Tax

Sales and Use Tax

Did you know there are more than 9,000 unique taxing jurisdictions throughout the United States? We help businesses stay compliant while paying only the minimal amount of tax legally due.

Citrin Cooperman provides:

  • Reverse Audits
  • Audit Defense and Appeals
  • Nexus Survey and Taxability Matrices
  • Nexus Survey and Taxability Matrices

Talk to a Specialist

Unclaimed Property

Unclaimed Property

All companies, no matter size or structure, have a responsibility to report unclaimed obligations. We help companies get compliant and stay compliant with:

  • Analytic Review
  • Annual Reporting
  • Audit Defense and VDA Assistance

Talk to a Specialist

Real Property Tax

Real Property Tax

Proper analysis is critical to estimating fair and equitable taxable values. Additionally, many property owners are unaware of available incentives, abatements, and exemptions. Managing the process of valuing your properties, filing appeals, and budgeting can be time consuming and complex.

Our Real Property team strives to ensure fair, reasonable, and equitable assessments through:

  • Opportunity Analysis
  • Acquisition Reviews
  • Assessment Appeals

Talk to a Specialist

Personal Property Tax

Personal Property Tax

Personal property taxes can be a significant tax burden that may even exceed a company’s federal and state income tax burden. Many organizations do not have the internal resources to stay current with the ever-changing complexities of personal property tax compliance.

We help companies effectively manage the process and achieve the lowest assessment possible with:

  • Refund Analysis
  • Appeals Assistance
  • Audit Defense

Talk to a Specialist

Business Licenses & Gross Receipts Tax

Business Licenses & Gross Receipts Tax

Many local jurisdictions require companies to register for a business license, and these local business license requirements are often overlooked. The fees associated with the local business license registrations and renewals range from a nominal fee to a fee that is based on gross receipts.

We help businesses stop overpaying by providing:

  • Refund Analysis
  • Audit Defense
  • Voluntary Disclosures

Talk to a Specialist

What Our Clients Are Saying

Mike Williams - Controller at MyFitnessPal

Our execs don't want to spend a lot of time thinking about our tax landscape - it just needs to happen and happen quietly so they can focus on the product and the market. When I realized I needed help with Sales and Use Tax, Kelsey and the team at Citrin Cooperman were the first people I thought of.

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Lisa Loeffler - Chief Financial Officer at EMR

I have worked with Citrin Cooperman for 10 years.  I have held financial leadership positions at several national service businesses throughout my career and continue to come back to Citrin Cooperman’s tax team for assistance.  From income tax and accounting support to property tax compliance and business registrations, the team at Citrin Cooperman has been our go-to for accounting and tax assistance. Their attention to detail, responsiveness, and results assure me that they are the right for us, now, and as our business continues to grow.  I would recommend the Citrin Cooperman tax and accounting teams to other businesses that value deep industry knowledge and excellent customer service.

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Stephen P. Bellone - President at Persimmon Ventures, LLC

As a real estate professional, I’ve been turning to Bo Vicendese for all my real property needs for over 20 years. The Citrin Cooperman Real Property team has a deep bench to address complex questions and supports all my real property and other tax related requests. From helping us with our due diligence before acquisitions, to handling our appeals, to providing other services such as segregation studies, Bo and Citrin Cooperman are truly client focused with all the resources I need to run my business. I highly recommend reaching out to Citrin Cooperman and seeing how they can help!

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State and Local Tax FAQs

Are personal property tax rates the same in every state?

No, personal property tax rates vary widely from state to state and even within local jurisdictions – some states impose higher tax rates, some have assessment ratios, and some even have additional local taxes added to the overall tax rate.

How do I determine the value of my tangible personal property?

The value of tangible personal property is usually determined by taking the original purchase price of the asset and accounting for depreciation over time. Assessing jurisdictions have specific depreciation schedules and methods for calculating useful life and assessed value, which vary across the country.

What types of assets are typically subject to personal property tax?

The value of tangible personal property is usually determined by taking the original purchase price of the asset and accounting for depreciation over time. Assessing jurisdictions have specific depreciation schedules and methods for calculating useful life and assessed value, which vary across the country.

How often do I need to file a personal property tax return?

States and localities that impose a business personal property tax require businesses to file those returns annually if you meet the minimum threshold of assets. These filings typically list all taxable personal property owned or leased by the business. Deadlines and filing requirements will vary by jurisdiction.

How can I stay compliant with unclaimed property laws?

To stay compliant, maintain accurate policies and procedures, conduct regular internal audits, and follow state-specific reporting guidelines. Seeking expert advice can help navigate complexities and meet all requirements.

How We Can Help with Tax Obligations at a Variety of Stages

Tax Savings Review

Nobody wants to overpay taxes. Let us review your state and local tax liabilities and identify areas where you overpaid or are entitled to a refund. If you've underpaid, we will help you put proper procedures in place to avoid underpaying (or overpaying) in the future.

Audit Defense

Whether you're undergoing an audit or fear you are at risk for one, our Audit Defense team is here to help. We will review your risk factors, provide an estimate of how much an audit may cost you, and identify areas where you can mitigate those costs.

Talk to a Specialist

Health Checks

Not sure if you have indirect tax exposures? Are you uneasy about your compliance practices? We will perform a complete review and provide diagnostics and recommendations for mitigating your risks.

VDA Assistance

Voluntary Disclosure Agreements (VDAs) can be complex. We will help you analyze your unique situation and weigh the cost versus benefits of filing a VDA. Should you choose to file a VDA, we will guide you throughout the process.

VDA Assistance

Compliance is an administrative burden that can stretch already thin resources. If not handled properly, the compliance function can lead to unplanned liabilities. We can take the compliance burden off your shoulders and make sure liabilities are minimized to the greatest extent possible.