State and Local Tax Services

The evolving nature of state and local tax regulations presents unique challenges to many organizations. With jurisdictions becoming more aggressive and tax laws becoming increasingly complex, it is important to carefully weigh potential risks and examine compliance processes.

Alvarez & Marsal brings an integrated national State and Local Tax (SALT) network to support your organization. Our professionals focus on the tax implications of organization structure, business transactions, mergers and acquisitions. We also assist with management of the state tax function, efficient tax compliance, and tax controversy resolution. Our proven methodologies and state-of-the-art technology can help you manage your transaction tax burden and improve the efficiency of your transaction tax function.

Our State and Local Tax (SALT) services include:

Advising on state income and franchise taxes, including refund analysis and planning for business operations and expansions
Assisting with sales and use and transaction taxes, including reverse audits, accounts payable reviews, taxability studies, and process review
Consulting on state and local tax ramifications of reorganizations, mergers and acquisitions, including due diligence
Management and defense of examinations by state and local government authorities
Assisting with state and local tax credits and incentives
Providing solutions for efficient tax compliance
Performance improvement evaluations of people, operations, systems and administrative support

Services:

KEY CONTACTS:

Craig Beaty
Managing Director
Phone: +1 713.221.3933
Email | Profile

Carolyn Campbell Shantz
Managing Director
Phone: +1 713.221.3919
Email | Profile

Benjamin Diaz
Managing Director
Phone: +1 305.704.6650
Email | Profile

Anthony Fuller
Managing Director
Phone: +1 415.490.2256
Email | Profile

Jose Lamela Jr.
Managing Director
Phone: +1 305.704.6710
Email | Profile

Mark McCormick
Managing Director
Phone: +1 404.260.4081
Email | Profile

Brian Pedersen
Managing Director
Phone: +1 425.748.5180
Email | Profile

Alvarez & Marsal