Meet your evolving needs with three integrated business lines in one professional services firm.
Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Save time and mitigate audit risk.
Our professionals can guide you through the state and local tax audit process, helping you reduce risk and improve audit efficiency.
What’s on your mind?
- Staying informed of changing tax laws in multiple jurisdictions
- Keeping track of notices and information document request (IDR) deadlines
- Drafting responses, meeting with auditors, and providing requested documents
A unique approach
CliftonLarsonAllen’s tax professionals understand the demands that state and local tax audits can place on your organization. We have deep, industry-focused technical experience with multiple state and local tax types, and practical experience working with state taxing authorities to resolve issues in a timely manner.
We believe that state and local tax audits should be conducted with clear expectations and through a transparent process. Throughout the exam, CLA will provide a thorough evaluation of the alternatives and will bring resolution to the matter as efficiently as possible.
State and local tax audit defense services
- Developing collaborative working relationships with state and local tax auditors
- Tracking relevant deadlines
- Helping you compile and provide requested documentation
- Assessing the technical basis for your company’s position
- Working with your organization to develop an audit strategy
- Obtaining letter rulings as needed
- Representing your entity in meetings with the auditor
- Helping at the administrative appeals level, including settlement discussions
- Preparing refund claims
- Helping you take corrective action on issues identified during the audit process