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State and Local Tax Services

Helping grow your business regardless of state lines

As a business grows, opportunities often arise to capture greater market share, expand the customer base, refine operations, and achieve increased profitability. For some this means hiring new employees, securing warehouse space, and expanding the delivery network. For others, it may simply mean making minor operational modifications to capture the benefit. Regardless, the reality is that physical borders are not an essential consideration for many when executing a growth strategy. However, the reality is once a business has established nexus in another state, there are tax compliance considerations that must be made. Careful considerations must be given to determine if state sales, use, franchise, or other taxes need to be paid. The situation is further complicated by a lack of conformity between states and local jurisdictions, resulting in different tax regulations based on location. The result can be a tax puzzle difficult to solve.

Calvetti Ferguson is experienced in helping businesses navigate the complex state and local tax landscape. Our team members are not only familiar with Texas tax laws but have helped dozens navigate the regulations of states across the country.

Other areas we can assist with are:

  • ASC 740 and FIN48 compliance, support and analysis
  • Due diligence reviews of state and local taxes for acquisitions
  • Multi-state tax refund reviews
  • Negotiating state tax credits & incentives
  • Nexus studies
  • Representation before state tax authorities for audits and controversy
  • Residency planning
  • Review of unclaimed property procedures
  • Sales tax processes and compliance analysis
  • State voluntary disclosure and amnesty programs
  • Tax compliance


  • Income, franchise, and gross receipts tax
  • Property tax
  • Sales & use tax
  • State and local credits and incentives

Contact us

Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals across the country. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.