Simplified. Streamlined. Strategically Managed. 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.
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Taxes Don’t Have To Be A State of Confusion
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.
We offer a better path forward. 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.
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.
In Their Own Words
Results are one thing. Relationships are another. At Springline, we work hard to earn both. Here’s what our clients say.
The Springline team knows our operations and our business very well. The service they provide is very closely aligned with our expectations and values. It’s a really good partnership that has been built over decades.
Pete Jaeger | Endress+Hauser USA Holding, Inc.
The team at Springline is always available to take calls and discuss complicated tax and accounting questions. I have been pleased with the overall competence and professionalism of the team I work with.
David Erisman | ERISYS LLC
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 identify opportunities for tax efficiency across your entire business footprint, looking at your total tax position as a strategic lever for growth and risk mitigation.
Our SALT Focus Areas
Fast-changing. Highly technical. Huge impact. We help you understand what’s taxable, how to document it, and how to support protecting your business from audit risk.
Nexus/economic presence studies
Taxability assessments (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
Whether you’re a single-entity filer or a complex, multi-state business, we assist you in achieving compliance while identifying strategies that support your broader business goals.
Nexus evaluation
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 laws change frequently. Keeping up can be a constant challenge, and organizations often undervalue the resources required until assessments spike.
Business personal property returns
Assessment evaluations and analysis
Appeals and negotiations
Property tax audit defense
Accruals and reporting packages
Bill approvals and payment management
If you’re expanding, relocating, hiring, or investing in facilities, there are incentives worth exploring. And once you secure them, they need to be maintained.
Multi-state and multi-region opportunity analysis
Incentive modeling and scenario planning
Coordination and negotiation with state and local agencies
Site selection input (workforce, utilities, logistics, rail, infrastructure)
Economic development readiness insight to surface risks before projects launch
Compliance calendars and milestone tracking
Quarterly and annual reporting
Documentation, attestations, and recertifications
Advisory support as headcount, scope, or timelines change
How SALT-Ready Are You?
Find Your Gaps. Start Your Strategy.
Are you confident your current tax posture is maximizing capital and reducing risk? The first step to achieving tax confidence is gaining clarity on where you stand. Review the following questions to help determine the health of your State and Local Tax obligations.
☐ 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?
☐ Do you have remote employees?
☐ Haveyoureviewedsalesapportionment?
☐ Are there related members in your group?
☐ Have you consistently reviewed all your tax registrations?
☐ Do you know your total real and personal property tax liability for your portfolio of properties?
☐ Do you know your year-to-year change in property tax liabilities?
☐ Have you appealed your real estate assessments in the past three years?
☐ Are you paying personal property tax on your inventory? If so, are you taking appropriate steps to receive appropriate exemptions?
☐ Does your company have capital expenditure projects planned in the next 5 years?
☐ Do you consider incentive programs prior to conducting expansion or relocation projects?
☐ Does your company evaluate various tax credit opportunities to reduce tax owed?
☐ Will your company be hiring 10 or more employees in the next 2 years?
☐ 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?
☐ Do you have remote employees?
☐ Haveyoureviewedsalesapportionment?
☐ Are there related members in your group?
☐ Have you consistently reviewed all your tax registrations?
☐ Do you know your total real and personal property tax liability for your portfolio of properties?
☐ Do you know your year-to-year change in property tax liabilities?
☐ Have you appealed your real estate assessments in the past three years?
☐ Are you paying personal property tax on your inventory? If so, are you taking appropriate steps to receive appropriate exemptions?
☐ Does your company have capital expenditure projects planned in the next 5 years?
☐ Do you consider incentive programs prior to conducting expansion or relocation projects?
☐ Does your company evaluate various tax credit opportunities to reduce tax owed?
☐ Will your company be hiring 10 or more employees in the next 2 years?
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 evaluating. 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.
As your footprint grows, so does the opportunity to plan smarter. Springline facilitates your management of state and local exposure while seeking to identify incentives and savings that can scale with the business.
Our site has been refreshed with enhanced service offerings, richer industry insights, and expanded team information.
If you’ve been redirected from MarksNelson or BGBC, those brands have been sunset as part of our transition to Springline Advisory—while our name has changed, our commitment to you has not.
Taxes Don’t Have To Be A State of Confusion
