State and Local Taxation

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Our Specialists Can Help with Your Tax Requirements

It is important that you know what is required of you when it comes time to file your taxes. This includes knowing your tax requirements and obligations. Our specialists can help in all areas of local and state taxation. Here are a few services we offer:

  • Multi-state individual taxation, compliant, and planning
  • Nexus studies
  • Compliance services including personal property tax
  • Local/state tax dispute
  • Internal tax account processing
  • Local/state transactions
  • Evaluation
  • Audit representation and cloud taxation consultation

Important Documents for State Income Tax

Your tax deductions and returns are dependent on many factors, including where you live, where your business is conducted, your income and dependents. Here are some topics and documents that you should keep handy for when you file your income taxes or in case you get audited:

Personal and Dependent(s) Information

  • Your social security number or tax ID
  • Your spouse’s name, social security number or tax ID
  • Your dependents birthday, SSN, or tax ID
  • The income of all adults living with you

Source(s) of Income

  • Proof of employment
  • Proof of unemployment
  • Rental income
  • Savings and investments
  • Retirement income


  • Charity donations
  • Medical expenses and health insurance
  • Homeownership
  • Childcare
  • Education
  • Job expenses