BD State & Local Tax
State and Local Tax Services for Businesses of Every Size
We don't replace your CPA — we extend them. Our team focuses exclusively on state and local tax such as sales & use tax, franchise tax, business property tax, local gross receipts tax and many other filings that practices often don't specialize in. You keep the CPA relationship you trust; we cover the SALT complexity they often don't have time for
Why Clients Choose Us
Multi-state complexity, single clear path.
Local gross receipts tax mastery
City-by-city rules decoded, from San Francisco's tiered rates to every jurisdiction's unique filing quirks..
Sales and use tax precision
Taxability determinations and multi-state filings handled correctly the first time, not corrected after an audit.
Credits you're entitled to, claimed
Tax credit opportunities uncovered and documented so you capture savings most practices miss.
Business property tax under control
Assessments reviewed, appealed when overstated, and filings kept current across every location.
Recover overpaid sales tax
A dedicated review of historical purchases uncovers refund opportunities other firms overlook.
VP Finance for SF-Based VC Management Company
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What do you need help with?
Selling to multi-state customers? Get help with sales & use tax registrations, returns, and nexus monitoring across every state you operate in.
Rolling out or troubleshooting sales tax automation?Support implementing, configuring, or maintaining your automated sales tax system, including taxability mapping.
Operating in a city with local business tax rules?
Local filings handled for cities like San Francisco, Los Angeles, and New York, plus gross receipts and franchise tax.
Do you own business personal property?
Manage your 571-L filing obligations and stay current on BPP tax compliance
Have prior-period tax exposure or received a notice?
Get support responding to notices and, where needed, a voluntary disclosure agreement to resolve past exposure.
Want to review past purchases for sales tax refunds?
A dedicated review of your purchase history to identify and recover overpaid sales tax.
State and local tax gets our full attention.
Most CPA firms split their attention across federal and state income tax returns, audits, and everything else on the calendar — SALT obligations get handled when there's time. We don't carry that workload. State and local tax is the only thing we do, which means faster responses, fewer missed deadlines, and lower overhead than a full-service firm — savings that show up in what you pay.
About
Brian brings a practical, detail-led approach to state and local tax work. Clients value the steady counsel, clean analysis, and clear next steps.
Questions, answered.
What kind of tax issues do you help with?
Do you work with businesses and individuals?
Can you help if I’ve already received a notice?
When should we start planning?
What should I bring to a first conversation?
How do I get started?