State and Local Tax Services
Here at Rea & Associates, we never underestimate the impact state and local tax (SALT) law can - and does - have on your business's bottom line. That's why we've established a team of SALT experts to stay up-to-date on the laws and regulations all business owners need to be aware of - especially if you conduct any portion of your business online. From Ohio to Florida, New York to Idaho and everywhere in between, failing to adhere to the laws in your state and beyond can be incredibly costly.
Peace of Mind Starts Here
We are proud to be able to offer our clients with a robust selection of state and local tax services, including:
One of the most challenging areas of income and related types of taxes is how you source your income. Some kinds of income are allocated and some are apportioned. Do you know the difference. Find out how an allocation and apportionment review can protect your business.
Did you know that sales and use taxes are handled differently in different states? The nuances can be enough to make you dizzy. Our team of sales and use tax professionals can go through your business operations, exemptions, purchases, etc., with a fine-tooth comb to make sure you are only paying what is expected of your business.
Your business is a job creator. You're hiring people, adding fixed assets and generally helping to improve your local economy. Businesses like yours drive the economy and keep America moving forward – and the tax code and policy rewards your investment with credits & incentives. Read on to find out how we can help you claim your share.
If you conduct any portion of your business out of state, you probably have a number of state taxing jurisdictions eyeing your company for nexus. A nexus study will show you your liabilities and can help you avoid future tax issues. Keep reading to learn how a nexus study can ease your mind and strengthen your bottom line.
There's no way around it, if your business owes back taxes, you will have to pay up sooner or later. But, did you know that you can limit your liability through a voluntary disclosure agreement? Read on to find out how this process works.
Are you looking to purchase another business or even maybe sell your own? Before signing anything, it’s imperative to do your homework. Failure to do so will likely cost you. Read on to find out how.
Thousands of businesses are audited every year for various tax considerations, including sales, use or commercial activity taxes. When it comes to your business, it's not a matter of if, it's when. Find out how our audit defense services can provide you with peace of mind while saving you money.
Does your internal tax department need a boost? We can help with that. Keep reading to find out how.
Administrative and accounting departments are responsible for handling a multitude of business-related tasks. Read on to find out how we can help your staff with their state and local tax responsibilities.
Joe Popp, JD, LLM
As the director of SALT services at Rea & Associates, Joe is committed to staying on top of all state and local tax related matters while providing extensive internal and external educational programs in an effort to provide maximum client satisfaction. A highly sought-after thought leader in the areas of SALT and the Affordable Care Act, Joe can often be found speaking for the Ohio Society of Public Accountants, the Ohio State Bar Association, The Greater Columbus Arts Council, the National Business Institute, Forbes, Smart Business, and many, many others. Joe earned his bachelor's degree in liberal arts from The Ohio State University and graduated with cum laude honors and he went on to graduate from Ohio State's Moritz College of Law with his Juris Doctor degree as well as a master of laws degree in tax from Capital University Law School. Learn more about Joe.
Looking for exceptional client service and technical prowess that's second-to-none? Then look no further. Scott is a hard-working, detail oriented professional who is known for stopping at nothing to help his clients overcome their SALT-related challenges. After earning his bachelor's degree from the University of Indianapolis, Scott entered the accounting industry in 2009 where he went on to develop his specialty in state and local tax. From providing underpayment reviews, composing training guides, serving as a point of contact for SALT-related questions to conducting codes and regulations research and nexus studies, Scott is always looking for ways to promote long-term business growth and sustainability. Learn more about Scott.
Luke Lucas, CPA
Armed with extensive state and local income and franchise taxation experience, Luke Lucas is responsible for assisting clients struggling with large and complex multi-state taxation obligations. Since beginning his career in public accounting, Luke has achieved proven success in his area of expertise - potentially saving clients hundreds of thousands of dollars in penalties while minimizing tax liabilities amid state filing requirements. Luke earned his bachelor's degree from the University of Akron. Learn more about Luke.
Kathy has been helping companies with their state and local tax issues for more than 15 years. As a professional, hard-working, detail-oriented sales use tax guru, Kathy will serve clients from the firm's Cleveland office. Her area of specialty includes complicated multi-state corporate sales and use tax compliance, consulting and technology solutions. Kathy earned her bachelor's degree in history from St. Mary's College, which is located in Notre Dame, Indiana. Learn more about Kathy.
Sarah works to deliver expert state and local tax expertise as a client service specialist. Always available to assist on SALT-related projects, Sarah provides the hands-on prowess the team depends on to provide top-notch service on each and ever client engagement. Learn more about Sarah.
Lamarcus is an associate member of Rea's state and local tax team. He serves clients from the firm's Dublin office. Learn more about Lamarcus.
Joe is an associate member of Rea's state and local tax team. He serves clients from the firm's Dublin office. Learn more about Joe.
Deirdra is an associate member of Rea's state and local tax team. She serves clients from the firm's Dublin office. Learn more about Deirdra.
13,000 Reasons To Always Ask Questions - These days, it’s not unusual to travel (sometimes great distances) for your career. It’s also becoming more and more common for professionals to utilize their home offices as their primary work spaces. But whether you’re enduring long commutes each day, telecommuting from home or hopping a plane across country a few times each month, be sure to review your W-2s to determine whether the municipal taxes that are withheld from your paycheck are correct. You may be surprised to learn how easy it can be to overlook this particular line item. This case study will explain why.
Extreme Nexus: South Dakota vs. Wayfair (podcast)
Well, in case you haven't heard, the Supreme Court weighed in on the monumental South Dakota v. Wayfair case and South Dakota came up victorious. Joe Popp joins us again on unsuitable on Rea Radio to talk about what this ruling means for your business and what you can do today to prepare for the massive changes that are about to take place.
New Nexus Rules To Result From Monumental South Dakota vs. Wayfair Case
The U.S. Supreme Court issued its decision in South Dakota vs Wayfair. It’s been a highly anticipated and, at times, polarizing case and many business owners are rightfully concerned about what this might mean for their business. There is quite a lot to do and consider now that their decision is the law of the land. Keep reading for a couple of thoughts on what this decision means and what you should do now to begin your own response to this historic case.
Supreme Court Issues South Dakota vs. Wayfair Decision
If you've ever heard the phrase "physical presence" in the context of sales tax nexus, well, thanks to the Supreme Court, that concept is basically dead. In the most important ruling in more than 20 years with regard to tax nexus, the court sided with South Dakota. Read on.
What The Wayfair?! How Wayfair vs. South Dakota Will Influence The Way Businesses Approach Sales Tax (podcast)
To get more knowledge about this landmark case, Rea's state and local tax services team visited Washington D.C. in April to hear opening arguments on the South Dakota vs. Wayfair case.
We are committed to serving businesses across all industries and are committed to building our suite of services designed to address unique challenges across a wide range of industries. Check back often to discover what else our SALT services team can do!
- Construction - Rea’s dedicated team of state and local tax experts are committed to revealing and addressing issues that may have been overlooked in the past. Identifying current savings opportunities and counseling businesses on existing and future SALT matters and incentives based projects for construction companies. Read on to find out how we can help you.
- Business Valuations - If you are in the market or buy or are preparing to sell, without a proper assessment of a company's state and local tax liabilities, you never really know what you're getting into.
- Manufacturing - State and local tax concerns are just part of the day-to-day as a manufacturer and it just got more tricky now that the Supreme Court has ruled in favor of South Dakota, effectively making physical presence a think of the past.