Stonefield Josephson provides state and local tax consulting services to companies and individuals throughout California and the U.S.

How our tax experts can help you minimize tax consequences
For most companies, the overall tax burden is one of their top five expenses. State and local taxes can comprise in excess of seventy percent of a business's overall tax hit. State and local tax codes are increasingly complex and continually changing, making it difficult to know if you're in compliance. We at Stonefield Josephson have the knowledge, experience, resources, and processes to recognize and analyze tax-saving opportunities and minimize tax consequences. Our professionals are specially trained to save you money in this area by aligning tax strategies with your business initiatives. We have working relationships with California's tax authorities and can assist you with your state audits.  We can also help you with planning to mitigate or eliminate tax on transactions and with the procedural and administrative issues associated with filing returns with multiple state tax authorities.  

We can help you align your business goals with smart tax strategies
A comprehensive review of your business's state and local tax liabilities and identification of potential tax minimization and refund opportunities; programs to minimize state and local taxes in the following areas: income and franchise tax, property tax, sales and use tax, abandoned and unclaimed property, tax incentives—credits and abatements, asset protection, audit representation and resolution, payroll and unemployment tax services. Finally, our SALT experts continually monitor the legislative, judicial, and regulatory tax landscape to keep our clients abreast of new developments that may affect them.  

Our state and local tax services

• Technical income and franchise tax issues
  • Apportionment
  • Water's edge
  • Unitary issues
  • California residency
• Sales/use tax technical issues
  • Sale of assets
  • Sale of business
  • Product or service taxability
• Nexus Studies (Where do you need to file?)
  • Income/franchise tax
  • Sales/use tax
  • Property tax
  • Payroll tax
• Voluntary Disclosure Agreements
  • Eliminate prior year tax exposure in states where you have not filed
  • Limit the "lookback" period for the imposition of tax
  • Avoid penalties
• Sales/use tax administration and compliance assistance
  • Administrative and procedural assistance
  • Sales tax return preparation
  • Resale certificate compliance and collection procedures o        Use tax accrual procedures
  • Sellers' permits
• California audit defense and controversy
  • Audit representation before the California Franchise Tax Board (income tax)
  • Audit representation before the California Board of Equalization (sales/use tax)
• Credits and incentives
  • Claim and successfully defend California Enterprise Zone credits
  • Assist in negotiating for business incentives from county and local governments
  • Identify, claim and defend multistate credits, incentives and exemptions
• Merger and acquisition due diligence
  • Ensure acquisition prospects have complied with state rules
  • Eliminate state exposure prior to sale to third party
• Tax provision preparation
  • FAS 109 preparation and review
  • FIN 48 review and documentation Property tax consulting
  • Assessment review
  • Compliance

For more information
For more information about how our state and local tax consulting services can save you money, or for a review of your state and local tax issues and opportunities, contact Alan Griffith at 310-432-7407, or email him at agriffith@sjaccounting.com.