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Tax Preparation and Review

State and Local Returns

Income and franchise tax returns across every state your clients file in, with apportionment done properly.

  • Multistate apportionment
  • Composite returns

Scope

What we do

  • Prepare apportionment workpapers from sales, payroll and property data
  • Prepare composite and nonresident withholding returns
  • Maintain a filing calendar by state and entity

What your firm receives

  • State returns ready for review
  • Apportionment and nexus workpapers
  • Filing calendar

What we need from you

  • Federal return or draft
  • State activity data
  • Prior state filings

Industries where this comes up

What your firm keeps

Your firm reviews the return, signs as the paid preparer, files it and keeps the client relationship.

How it starts

From first call to first delivery

Access, checklists and security are written down before volume arrives.

  1. A conversation

    We learn what your firm needs, which software you run and how your review works.

  2. A trial piece of work

    We complete a small, real piece of work so your reviewers can judge the quality for themselves.

  3. Onboarding

    Access, security, checklists and communication are set up and written down before volume arrives.

Start a conversation

Tell us what your firm needs

Start with a conversation and a small trial piece of real work. Your reviewers judge the quality before anything else is agreed.