State & Local Tax
State Taxes Don’t Have To Be A State of Confusion.
State & Local Tax (SALT):
Simplified. Streamlined. Strategically Managed.
SALT gets complicated fast. Regulations change. States shift their positions. Growth creates new filing responsibilities. And most businesses only realize something’s wrong when a notice shows up.
At Springline, we offer a better path forward. We don’t just react to the tax code; we anticipate it. We’ll help you make sense of the rules, risks, and opportunities hidden across every state where you do business. We go beyond compliance to help you see the whole field, make smarter decisions, and protect your bottom line.
You get the modern capabilities of a national firm and the access, attention, and follow-through you’d expect from a trusted boutique. Delivering tax clarity and confidence with measurable outcomes: That’s the Springline way.
More Growth. Fewer Gotchas.
Most organizations are wrestling with some version of the same tax challenges:
- Constantly shifting rules around nexus, apportionment, and economic thresholds
- State-by-state interpretations of sales, use, property, and franchise taxes
- Rising audit activity
- Unclaimed property exposure
- Missed opportunities in credits, incentives, and exemptions
- The real risk of overpaying (or underpaying) without realizing it
You don’t need a bigger stack of rules. You need a team of experts who can help you open the aperture and address issues before they escalate.
That’s where we come in.
When Tax Rules Shift, We Stay Steady.
We bring clarity to complex systems and confidence to your business decisions. We sit with you, learn your operations, and build a SALT roadmap that makes sense for today — and where you’re headed next.
Springline’s national SALT practice is built around what today’s organizations need to know:
- What’s required
- What’s optional
- What’s worth fixing now
- What can wait
- And what might save you real money
We stay accessible. We stay practical. And we don't just file returns. We engineer structural tax advantages across your entire business footprint, looking at your total tax position as a strategic lever for growth and risk mitigation.
Springline’s SALT Focus Areas
Sales & Use Tax (SUT)
Fast-changing. Highly technical. Huge impact. This is where most confusion — and most opportunity — tends to live.
We help you understand what’s taxable, how to document it, and how to protect your business from audit risk.
Services include:
- Nexus/economic presence studies
- Taxability reviews (products, services, etc.)
- Reverse audits & refund recovery
- Utility exemption studies
- Exemption certificate governance
- Voluntary disclosure agreements (VDAs)
- Audit representation
- Ongoing compliance and advisory
- SUT returns filing
- Sales tax software implementation and management
State Income Tax
This is where structure, strategy, and operational reality converge. Whether you’re a single-entity filer or a complex, multi-state organization, we help you achieve compliance while identifying strategies that support your broader business goals.
Services include:
- Nexus review
- Proper revenue apportionment
- Proper gain and non-business income allocation
- Maximizing pass-through entity tax
- Group return requirements and unitary tax analysis
- Compliance with composite and non-resident withholding for flow-through entities
- Net operating loss management
- Audit defense
- Planning for M&A, dispositions, and expansion
Property Tax
Property tax laws change frequently. Keeping up can be a constant challenge and organizations often undervalue the resources required — until assessments spike. Our approach blends deep industry insights with hands-on advocacy.
Services include the full property tax cycle:
- Business personal property returns
- Assessment reviews and analysis
- Appeals and negotiations
- Property tax audit defense
- Accruals and reporting packages
- Bill approvals and payment management
Economic Development, Credits & Incentives (C&I), and Site Selection
Growth decisions carry tax, operational, and execution risk. Incentives can materially improve the economics—but only if they’re structured well, supported by ready communities, and managed long after the deal is signed.
We help organizations pursue expansion with confidence by aligning economic development insight, incentive strategy, and site selection into a single, coordinated approach.
A Smarter Model for Incentives That Last
Many firms focus on securing incentives. We focus on making them work in practice—and keeping them. Our two-phase model supports both the deal and what comes after.
Igniting Economic Momentum
Projects often stall due to infrastructure gaps, permitting delays, or misaligned public sector expectations. Springline brings economic development fluency to help:
- Anticipate execution risks early
- Align incentive terms with real timelines
- Reduce friction between companies and agencies
- Support faster launches and durable outcomes
This perspective is critical for complex, multi-site, or high-investment initiatives.
We’re Built for Growth-Minded Organizations
- Companies expanding or relocating across state lines
- Businesses making capital investments or workforce commitments
- Leaders who want incentives that endure—not one-time wins
- Integrated tax, economic development, and site selection expertise
- Right-sized for mid-market and enterprise growth
- Proactive governance beyond deal close
We help incentives stick — and growth scale.
How SALT-Ready Are You?
Find Your Gaps. Start Your Strategy.
☐ Have you reviewed your tax footprint to ensure you’re filing in all state & local jurisdictions in light of Wayfair economic nexus?
☐ Do you have a process to review state laws to keep your tax decision matrix updated to reduce tax compliance issues?
☐ Have you experienced a state or local sales and use tax audit? If not, are you audit-ready?
☐ Has your company conducted a sales tax utility study?
Let’s walk through your results across each service line.
0-1 checks: You may have material SALT exposure or missed savings.
2 checks: You’ve got emerging issues worth reviewing.
3+ checks: You’re likely in good shape, but some areas may need attention.
Want a clearer picture of your state and local footprint, and a plan that actually works with a big, small firm partner? We’re here.
Let’s start a conversation.