Tax is usually the last function to modernize and the first to leak value. We treat tax as part of the finance operating system — connected to the data, run in real time, and structured to capture credits and manage exposures before they become surprises.
Book Diagnostic Meeting →Compliance gets done — most companies aren't at legal risk. But the value tax could be capturing, and the exposures it's not seeing, run in the millions for mid-market companies.
Nexus, apportionment, and filing decisions get made after the fact. The tax team is always reacting to what happened, never shaping what will happen.
State and local tax obligations from remote workers, out-of-state customers, and e-commerce activity accumulate silently. The first audit surfaces it — and it's expensive.
R&D, energy efficiency, employment credits, incentives — most mid-market companies capture a fraction of what they qualify for, because no one's built the process to identify and claim them.
The tax team lives on last-quarter data pulled from the ERP as a CSV. Real-time visibility, scenario modeling, and coordination with FP&A doesn't exist.
Tax transformation modernizes the function. SALT consulting captures value most companies leave behind.
Modernize the tax function so it runs at the pace of the business. Connect tax to the finance data layer, automate compliance work, and free the tax team to focus on planning, exposure management, and value capture.
State and local tax done right. Nexus study, exposure quantification, voluntary disclosure where appropriate, and ongoing monitoring — plus systematic identification of credits and incentives that are genuinely available.
Every tax engagement starts with a fast diagnostic — the same one we'd run before advising on the work. The difference is what we do after.
Nexus footprint. Exposure quantification. Credits and incentives available. The picture leadership needs to prioritize investment.
Voluntary disclosures where needed. Credit claims filed. Tax technology integrated. The one-time value comes here.
Real-time exposure monitoring, integrated compliance, and quarterly reviews built into the finance cadence.
Tax engagements typically start with a diagnostic. What comes next depends on what the diagnostic reveals — exposure to remediate, credits to capture, or a tax function to modernize.
A defined, time-boxed engagement to answer two questions: where is exposure accumulating (SALT, nexus, uncollected sales tax), and what value is being left on the table (R&D, employment, energy credits, incentives).
Best fit as a starting point. The output is a prioritized picture and a decision on what to do next.
Voluntary disclosures where exposures are material, retroactive R&D or other credit claims where they qualify, and clean-up of nexus and registration gaps. One-time work with meaningful one-time value.
Best fit as a follow-up to a diagnostic — or when you already know the exposure and want it resolved.
Rebuild the tax function so it operates at the pace of the business — real-time exposure monitoring, integrated compliance, tax data model connected to the ERP, and quarterly tax review baked into finance cadence.
Best fit when the tax function is disconnected from finance and reactive by default, and leadership wants that to change.
Usually not. We work alongside your compliance provider — they handle the returns; we handle strategy, exposure management, technology, and specialty areas like R&D credits or multi-state SALT. Some clients ultimately consolidate; that's their choice, not ours.
Legally, exposure exists whether you're audited or not — it's a real liability sitting on the balance sheet that isn't accrued. Practically, states are getting better at finding it. Remote work in particular has made nexus enforcement much more active. Getting ahead of it is cheaper than getting caught by it.
The federal R&D tax credit rewards qualifying research spend — including significant portions of software development, product engineering, and process improvement. Most mid-market companies qualify for more than they claim, or don't claim at all. Look-back claims can typically go three years.
For growing companies with meaningful international footprints — yes, we can lead, though we often partner with specialist international firms for the highly technical pieces. We're direct about where our depth ends.
A 30-minute call to pressure-test where you are and where the gaps are — no deck, no obligation.