State & Local Tax Recovery & Audit Defense

Tax departments often lack the in-house resources or technical knowledge to effectively manage their company’s state and local tax liability, whether it is income/franchise, sales/use, severance or motor fuel taxes. As a result, many companies have significant state and local tax over/underpayments. Our team has extensive experience in supporting companies in state and local tax recovery and audit defense.

Our defense and controversy competencies include:

  • Review of historical transactions to identify any tax over/underpayments (e.g., reverse audit)
  • End-to-end audit support for companies of all sizes, including reducing administrative burden of an audit and negotiating with tax authorities
  • Tax valuations and economic analyses in support of tax controversy
  • Expert witness testimony

Opportune LLP is not a CPA firm.