Sales and use taxes. Income/franchise taxes. Property taxes. Incentives. Our state and local tax solutions will save you time and money. We can simplify your current tax complexities, find incentives that are right for your business, and reduce your future liabilities.
Our team of experts offers knowledge, resources, talent and their connections to state and local governmental agencies to lead you toward growth and savings.
We offer a variety of state and local tax services:
Sales and Use Tax
Audit support and assessment mitigation services.
Taxability studies, nexus reviews, and exposure analysis.
Overpayment recovery services.
Voluntary disclosure agreement assistance.
Process improvement and restructuring assistance.
Systems review and automation selection assistance.
Outsourced compliance assistance.
In-house compliance assistance.
Training services provided virtually or onsite to your team.
Exemption certificate management assistance.
Avalara Partnership.
State Income and Franchise Tax
Compliance services.
Controversy matters.
Filing methodology review to identify potential refunds.
Legislative development updates and potential impact to ETR.
Taxability studies, nexus reviews, and exposure analysis.
State apportionment sourcing analysis.
Voluntary disclosure agreement assistance.
Credits and Incentives
Securing training grants and credits for employees.
Securing grants, credits, refunds for company growth/expansion.
Job creation and payroll tax credits and incentives assistance.
Job retention tax credits assistance.
Securing economic development grants for buildings and machinery/equipment.
Sources of State and Local Tax Collections other than Real Property Taxes (All States, FY 2024)
What to expect:
Assess
Strategize
Implement
It is our commitment to keep you engaged and informed throughout this process!
Fun SALT Facts:
— The Ohio Department of Development is committed to bridging the workforce skills gap in the state. Since its inception in 2019, the Ohio TechCred program run by the Ohio Department of Development has demonstrated widespread success by awarding over 53,600 credentials to employees at nearly 1,400 Ohio manufacturers. Brixey & Meyer has helped dozens of companies receive hundreds of these awards.
— Companies and groups should only pay Ohio CAT if they have over $6 million of taxable Ohio receipts each year. Many companies under this threshold think they shouldn’t be paying Ohio CAT. But maybe they should still be filing if company owners are part of a combined or consolidated group due to common ownership in other entities. Brixey & Meyer helps companies figure out the best way forward when it comes to Ohio CAT planning.
— When it comes to sales tax, Ohio does not typically tax sales of food for consumption off the premises where sold. However, Ohio generally does tax food consumed on the premises. Make sure you’re telling your vendor your food is “to go” if you’re not eating it on their premises!
“The team at Brixey and Meyer has been amazing to work with. Relationship is key and we very much value the one we have built together.”
Brian Horwitz CFO | Field Aerospace
"All levels of interaction and client service at Brixey & Meyer have been timely, responsive and pleasant. Enjoy working with the team very much."
Adam Armstrong BCVA | Partner
"Brixey & Meyer is a trusted advisor and partner to my company, providing support ranging from 401(k) management to strategic investments. The team has a no-nonsense approach that gives us the data we need to remain compliant and to make sure we are effectively using our financial resources. Brixey & Meyer is proactive, making sure we are on top of regulatory issues that affect our business. For a small business, having the kind of expertise that Doug and his team provides to us is invaluable."
Teresa Macalolooy Macalogic | CEO
Questions?
Our State & Local Tax Leader, Kari Brooke, can help!
