Our Services

Get in touch with us to discuss how we can provide state and local tax services that are tailored to your needs. Whether you are looking for expert tax advice, or to augment your tax department’s capacity, our dedicated team is ready to assist.

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State Tax Structuring & Planning

We work with you and your legal, accounting, and tax advisors on achieving the most efficient tax structure for your credit fund business or investment.

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State Nexus & Apportionment Analysis

We analyze state tax nexus based on the location of your borrowers and collateral and determine how your income should be apportioned among the various states.

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State Tax Compliance & Consulting

We review compliance and provide related consulting services, including routine correspondence and dispute resolution with the state and local tax authorities.