State and Local Tax Regulations are Complex and Ever-Changing

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 setup protocols and processes so you can avoid these pitfalls in the future.

Don't Risk Impacts to Future Business Transactions

The nature of state and local tax codes are 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 trusted advisor with specialized expertise who can help you identify risk areas and prepare for the future.

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.

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

Armed with the knowledge and expertise of a trusted partner, 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.

Get Started with SALT

State and Local Tax Regulations are Complex and Ever-ChangingHere are some state and local tax "Dos and Don'ts" to position your company for the best outcome.Don't Continue to Overpay Taxes to the State SALT IconDon’t Continue to Overpay Taxes to the StateStart the process of lowering your tax liability immediately. Identify areas where you’ve been paying too much and setup protocols and processes so you can avoid these pitfalls in the future.

Don't Risk Impacts to Future Business Transactions SALT IconDon’t Risk Impacts to Future Business TransactionsThe nature of state and local tax codes are 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 trusted advisor with specialized expertise who can help you identify risk areas and prepare for the future.

Do Collect Refunds and Minimize Future Liabilities SALT IconDo Collect Refunds and Minimize Future LiabilitiesIf 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.

Know How These Taxes Affect Your Business SALT IconDo Relax, Because You Now Know How These Taxes Affect Your Business Armed with the knowledge and expertise of a trusted partner, 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.

Talk to an Expert

See what a relationship with Clearview can do for your business.

First name*Last name*Email*Phone numberCompany name*What SALT areas are you interested in?*Select all that apply.Sales & Use TaxUnclaimed PropertyReal PropertyPersonal PropertyBusiness Licenses & Gross ReceiptsWhat questions or concerns do you have?Woman reading Client Story: MyFitnessPal Develops a Well-Rounded Accounting and Tax TeamClient Story: MyFitnessPal™ Develops a Well-Rounded Accounting and Tax TeamConfident. Quiet. Trustworthy. This is how Mike Williams, Controller, describes his accounting team, which, by his own account, includes Clearview Group's State and Local Tax experts. Together, they've tackled several unseen challenges of indirect taxes for the rapidly growing company.

Download Full StorySALT Consulting ServicesSales and Use TaxDid 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. We provide:Reverse AuditsAudit Defense and AppealsNexus Survey and Taxability MatricesVoluntary DisclosuresLearn More About Sales and Use Tax Kelsey Althoff Sales and Use Tax ExpertKelsey AlthoffSales and Use Tax ExpertTalk to an ExpertUnclaimed PropertyAll companies, no matter size or structure, have a responsibility to report unclaimed obligations. We help companies get compliant and stay compliant with:Analytic ReviewAnnual ReportingAudit Defense and VDA AssistanceDevelopment of Policies & ProceduresLearn More About Unclaimed Property Eric Mauldin Unclaimed Property Tax ExpertEric MauldinUnclaimed Property ExpertTalk to an ExpertReal Property TaxProper 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 AnalysisAcquisition ReviewsAssessment AppealsAdditional ServicesLearn More About Real Property Tax Mike Ginski State & Local Tax ExpertMike GinskiState & Local Tax ExpertTalk to an ExpertPersonal Property TaxPersonal 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 AnalysisAppeals AssistanceAudit DefenseAnnual ComplianceLearn More About Personal Property Tax Megan Lusby Personal Property Tax ExpertMegan LusbyPersonal Property Tax ExpertTalk to an ExpertBusiness Licenses & GrossReceipts TaxMany 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 AnalysisAudit DefenseVoluntary DisclosuresLearn More About Business Licenses & Gross Receipts Chris Tracy State and Local Tax ExpertChris TracyState & Local Tax ExpertTalk to an ExpertWhat Our Clients are SayingGEA Systems North America: Engineering for a Better WorldServices Provided Compliance S&UT & PPT Consulting Audit Defense

GEA Systems North AmericaDoug Brown, Tax ManagerI want to thank Clearview for immediately being on the ground and assuming responsibility for our compliance and consulting needs. With Clearview leading the effort while I was away, our management team quickly grew comfortable with Clearview's capabilities and quality of the work product, which was essential given the challenging circumstances the company had encountered. We will not hesitate to again choose Clearview should a future need arise or to recommend the firm to other companies.

NSI: Northern Safety and IndustrialServices Provided Unclaimed Property Compliance

Northern Safety Co, Inc.Martha Moorehead, ControllerOur company has been working with Clearview Group for several years for our unclaimed property reporting and compliance. They have done a tremendous job bringing our company into compliance with all states, as well as the required reporting for each of the states. As part of our services, they work with us through each of our annual report filings, including required due diligence. They always keep our company informed on any regulation changes. Eric and his team have made this process very easy for us. We trust Clearview with all of our unclaimed property reporting needs.

Kent CartridgeServices Provided PPT Compliance S&UT Consulting Income Tax Compliance FSA

Kent CartridgeJon Freund, Vice PresidentOur company started working with Clearview in the context of direct to consumer sales. We were advised as to the necessary reporting, potential tools to evaluate, and the risks in non-compliance - all things that were extremely valuable to us then and still are now. We were able to obtain significant information that helped us chart a course for the future. Since that time, we've transitioned other work to Clearview and the results are the same. They complete tasks faster than we expect and they sometimes ask questions that we haven't been asked before. We are really happy to be working with Clearview!

Webb Mason MarketingServices Provided Compliance S&UT Consulting Audit Defense

Webb Mason MarketingRichard Barbato, Jr, CFOI just wanted to take a moment and thank you for the help with our sales tax returns and other work you have done for us over the last few months. From what I hear from my accounting manager, your SALT team is great to work with, and they have made this transition very easy. You run a great group. We value your support and consulting expertise.

Meet the Experts

Woman uses health app from company using state and local tax services.
Client Story

MyFitnessPal Develops a
Well-Rounded Accounting and Tax Team

Confident. Quiet. Trustworthy. This is how Mike Williams, Controller, describes his accounting team, which, by his own account, includes Clearview Group's State and Local Tax experts. Together, they've tackled several unseen challenges of indirect taxes for the rapidly growing company.

State and Local Tax Services

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. We provide:

  • Reverse Audits

  • Audit Defense and Appeals

  • Nexus Survey and Taxability Matrices

  • Nexus Survey and Taxability Matrices

Learn More About Sales and Use Tax
Kelsey Althoff, Sales and Use Tax Expert
Kelsey Althoff
Sales and Use Tax Advisor
Talk to an Expert

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

Learn More About Unclaimed Property
Eric Maulding, Unclaimed Property Expert
Eric Mauldin
Unclaimed Property Advisor
Talk to an Expert

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

Learn More About Real Property Tax
Bo Vicendese
Real Property Tax Advisor
Talk to an Expert

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

Learn More About Personal Property Tax
Megan Lusby, Personal Property Tax Expert
Megan Lusby
Personal Property Tax Advisor
Talk to an Expert

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

Learn More About Business Licenses & Gross Receipts Tax
Chris Tracy, State and Local Tax Expert
Chris Tracy
Business Licenses & Gross Receipts Advisor
Talk to an Expert

What Our Clients are Saying

GEA Systems North America

Doug Brown, Tax Manager

I want to thank Clearview for immediately being on the ground and assuming responsibility for our compliance and consulting needs. With Clearview leading the effort while I was away, our management team quickly grew comfortable with Clearview's capabilities and quality of the work product, which was essential given the challenging circumstances the company had encountered. We will not hesitate to again choose Clearview should a future need arise or to recommend the firm to other companies.

Services Provided
Compliance
S&UT & PPT Consulting
Audit Defense
Northern Safety Co, Inc.

Martha Moorehead, Controller

Our company has been working with Clearview Group for several years for our unclaimed property reporting and compliance. They have done a tremendous job bringing our company into compliance with all states, as well as the required reporting for each of the states. As part of our services, they work with us through each of our annual report filings, including required due diligence. They always keep our company informed on any regulation changes. Eric and his team have made this process very easy for us. We trust Clearview with all of our unclaimed property reporting needs.

Services Provided
Unclaimed Property
Compliance
Kent Cartridge

Jon Freund, Vice President

Our company started working with Clearview in the context of direct to consumer sales. We were advised as to the necessary reporting, potential tools to evaluate, and the risks in non-compliance - all things that were extremely valuable to us then and still are now. We were able to obtain significant information that helped us chart a course for the future. Since that time, we've transitioned other work to Clearview and the results are the same. They complete tasks faster than we expect and they sometimes ask questions that we haven't been asked before. We are really happy to be working with Clearview!

Services Provided
PPT Compliance
S&UT Consulting
Income Tax Compliance
FSA
Webb Mason Marketing

Richard Barbato, Jr, CFO

I just wanted to take a moment and thank you for the help with our sales tax returns and other work you have done for us over the last few months. From what I hear from my accounting manager, your SALT team is great to work with, and they have made this transition very easy. You run a great group. We value your support and consulting expertise.

Services Provided
Compliance
S&UT Consulting
Audit Defense
MyFitnessPal

Mike Williams, Controller

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 Clearview were the first people I thought of.

Services Provided
‍S&UT Consulting
Income Tax
Compliance
Highgate, Inc.

Andrew Greco

We engaged Clearview’s State & Local Tax Team to work on a time sensitive sales tax reconciliation project for Highgate. We asked a lot of their team, and the timeline was very tight. I’m sure there were plenty of late nights and stress-filled days that were required to get this to the finish line. Thankfully, we accomplished the mission to get our financial statement reviews completed on time, and we identified millions in potential tax refunds. Our internal tax team is very busy with day-to-day responsibilities, so this would have never been completed on time without help from the right partners. We truly appreciate their partnership and guidance throughout this process.

Services Provided
Sales and Use Tax Consulting
STATE AND LOCAL TAX

FAQs

Are personal property tax rates the same in every state?
How do I determine the value of my tangible personal property?
What types of assets are typically subject to personal property tax?
How often do I need to file a personal property tax return?
How can I stay compliant with unclaimed property laws?
How We Help
We Help with Tax Obligations at a Variety of Stages
Tax Savings Review
Audit Defense
Health Checkup
VDA Assistance
Compliance

Meet Your SALT Advisors

Mike Ginski
Director

For over 20 years, Mike has been a multi-state transaction tax consultant and is known as a subject matter expert in statistical sampling methodologies.

Chris Tracy
Director

Chris is an experienced multistate transaction tax consultant specializing in Sales and Use, Virginia (BPOL), Business License, Gross Receipts, Personal Property, and Federal Excise.

Megan Lusby
Director

For over 25 years, Megan has been working in state and local tax, most heavily focused on personal property matters, with experience in consulting for clients as well as working in the industry.

Eric Mauldin
Director

With more than 16 years of unclaimed property experience, Eric has represented clients ranging from small, privately held companies to Fortune 100 companies.

Bo Vicendese
Principal

For over 30 years, Bo has worked as both a property tax consultant and MD assessor. Although his specialty is retail, he has vast experience in office, multi-family, industrial, and hospitality.

Kelsey Althoff
Senior Manager |

Kelsey has 10 years of experience helping clients across industries with sales & use tax, personal property tax, and unclaimed property consulting and compliance.

State and Local Tax Resources

See what a relationship with Clearview can do for your business.

We are a full-service management consulting and CPA firm covering all aspects of audit, compliance, risk management, accounting, finance, tax, IT risk, and more. Just let us know what you need help with and an expert will be in touch!

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