Assess Your Risk

Take this brief questionnaire to receive a complimentary mini risk assessment by a Stambaugh Ness tax professional.

Let’s approach tax planning proactively!

Assessment: State and Local Tax Exposure

1. Does your company have a state and local tax plan?(Required)

2. Does your company regularly monitor developments in nexus laws and your company’s state by state activities?(Required)

3. Is your company registered and filing in all jurisdictions where it has created nexus?(Required)

4. Has your company prepared an analysis or matrix of applicable sales tax by revenue line(Required)

5. Does your company self-audit or review sales tax procedures periodically?(Required)

6. Does your company turn the appropriate unclaimed property items over to the appropriate state?(Required)

7. Does your company periodically evaluate its property tax assessments?(Required)

8. Does your company annually review changes to apportionment formulas in the states you file tax returns in?(Required)

9. Does your company annually evaluate changes in the sourcing of your company’s sales?(Required)

10. Does your company annually evaluate state and local tax credit and incentive opportunities?(Required)

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