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Specialty Tax

Reliable Federal, State, and Local tax advisory and technology implementation services to help your business mitigate risk and realize tax-saving opportunities.

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PMBA helps companies with multi-state sales and use tax planning and other advisory services, including the following businesses:

Our Services

Business Asset Recovery

In today’s economic climate, smart businesses make every effort to reduce expenses and eliminate costly errors. These companies rely on business tax advisory services, including sales and use tax recovery, to identify financial leakages or opportunities to restore profits.

By conducting a Reverse Sales and Use Tax Audit, your business can safeguard against overpayments or uncover opportunities to conserve funds. Our state and local tax expertise, combined with advanced technology and strategic partnerships, will help you find every possible saving opportunity!

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sales and use tax recovery services

State & Local Tax

With the increased adoption of eCommerce, many businesses now sell their products and services to states and localities outside of their physical locations or headquarters. As a result, many companies must remit sales tax in states where rules are constantly changing.

Without adequate warning or guidance on how to comply, businesses and taxpayers can be left confused, frustrated, and overwhelmed by unknown consequences. Our multi-state sales tax experts are well-versed in the most recent state and local tax (SALT) rules to help you with your sales tax planning. With our industry knowledge and expertise, we help clients stay informed and compliant so that they can focus on their core business priorities.

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state and local tax planning

Federal Tax

Start-ups, SMBs, and multinational enterprises across every industry are eligible for various federal credits and incentives, including the R&D Tax Credit, Cost Segregation, Transfer Pricing, and more!

Yet, all too often, businesses are unaware that they qualify and consequently miss out on these valuable tax-saving programs. At PMBA, our federal tax incentive experts can help you identify every applicable opportunity to decrease tax burdens and increase cash flow. Learn more about your eligibility today!

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federal tax planning

CPAs

In today’s competitive environment, accountants are expected to anticipate their clients’ needs and deliver more value beyond traditional services. When you join PMBA’s network of Trusted Partners, you’ll have access to a dedicated team of experts in federal, state, and local tax to supplement your specialty advisory needs such as complicated sales tax planning. Stay ahead of the competition and strengthen client relationships through our proactive business tax advisory services!

Learn More

tax advisory services

Business Asset Recovery

In today’s economic climate, smart businesses make every effort to reduce expenses and eliminate costly errors. These companies rely on business tax advisory services, including sales and use tax recovery, to identify financial leakages or opportunities to restore profits.

By conducting a Reverse Sales and Use Tax Audit, your business can safeguard against overpayments or uncover opportunities to conserve funds. Our state and local tax expertise, combined with advanced technology and strategic partnerships, will help you find every possible saving opportunity!

Learn More

sales and use tax recovery services

State & Local Tax

With the increased adoption of eCommerce, many businesses now sell their products and services to states and localities outside of their physical locations or headquarters. As a result, many companies must remit sales tax in states where rules are constantly changing.

Without adequate warning or guidance on how to comply, businesses and taxpayers can be left confused, frustrated, and overwhelmed by unknown consequences. Our multi-state sales tax experts are well-versed in the most recent state and local tax (SALT) rules to help you with your sales tax planning. With our industry knowledge and expertise, we help clients stay informed and compliant so that they can focus on their core business priorities.

Learn More

state and local tax planning

Federal Tax

Start-ups, SMBs, and multinational enterprises across every industry are eligible for various federal credits and incentives, including the R&D Tax Credit, Cost Segregation, Transfer Pricing, and more!

Yet, all too often, businesses are unaware that they qualify and consequently miss out on these valuable tax-saving programs. At PMBA, our federal tax incentive experts can help you identify every applicable opportunity to decrease tax burdens and increase cash flow. Learn more about your eligibility today!

Learn More

federal tax planning

CPAs

In today’s competitive environment, accountants are expected to anticipate their clients’ needs and deliver more value beyond traditional services. When you join PMBA’s network of Trusted Partners, you’ll have access to a dedicated team of experts in federal, state, and local tax to supplement your specialty advisory needs such as complicated sales tax planning. Stay ahead of the competition and strengthen client relationships through our proactive business tax advisory services!

Learn More

tax advisory services

Our Expertise

PMBA spares no effort to provide our clients with the necessary expertise and tools to inform, improve, and implement the best solutions in federal, state, and local tax. In order to facilitate this mission, we approach each project with a philosophy of client-centricity and collaboration. Learn more about our experts below:

PMBA HAS THE ANSWERS YOU NEED

Explore Our Services

Cutting Edge Technology

TaxCertHub is PMBA’s proprietary exemption certificate software. All current customers are collected and matched in a database with their corresponding certificates. After collection, we then help you validate, renew, and update exemption certificates with TaxCertHub, so you continue to benefit from our services with this cutting-edge technology.

A Happy Auditor = A Happy Business Owner. Contact us today to find out how to get TaxCertHub for FREE!

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We Collect

All current customers are collected and matched in a database with their corresponding certificate

We validate

All current customers are collected and matched in a database with their corresponding certificate

We renew

All current customers are collected and matched in a database with their corresponding certificate

Our Industries

Our nationally recognized tax accounting experts combine in-depth knowledge of state and local tax laws with a comprehensive understanding of industry-specific requirements to mitigate risks and drive maximum value for your bottom line.

  • Construction
  • Digital Marketing
  • E-commerce
  • Financial Services
  • Hospitality
  • Manufacturing
  • Professional Services
  • Real Estate
  • Retail
  • Software
  • Technology
  • Telecommunications
construction vests

Construction

A successful construction company needs to understand the ROI for each project, but rarely considers taxes in that calculation. From the tax due on purchases to the credits available on design, PMBA experts leverage decades of experience to help clients identify Federal and State tax incentives and credits and work closely with clients to ensure tax compliance.

Digital Marketing

The landscape for digital marketers has exponentially grown and developed over the past two decades. In doing so, it has put a spotlight on states seeking to impose state & local tax on this continually evolving world. Our team of experts can help your business reduce errors by establishing processes and implementing software solutions that save time and resources.

E-commerce

Due to the rapid expansion of e-commerce, companies of all sizes are facing challenges to comply with various state & local tax requirements such as income, gross receipts, and sales tax. Our experts can help you minimize your exposure and ensure proper compliance.

Financial Services

Most financial services firms have a nationwide footprint that cross many state boundaries resulting in an array of complex state & local tax issues. These same firms are also making large investments in technology that could result in incentives or refunds for certain state taxes. PMBA’s seasoned professionals are equipped to meet the industry’s unique tax and compliance needs.

Hospitality

The hallmark for a successful hospitality company is making large capital investments, across multiple locations to build a sustainable business model. The decentralized nature and rapid growth of the firms can result in mismanaged federal, state & local taxes. Our experts are dedicated to managing your tax obligations while investigating potential tax-saving incentives.

steel worker

Manufacturing

Optimizing supply chain efficiency without compromising cost or value is always top-of-mind for manufacturers in today’s competitive world. Increased demands lead to an increased burden of managing tax obligations without missing valuable exemptions or credits. The experts at PMBA will focus on identifying solutions and providing you with comprehensive tax strategies tailored to fit your specific business needs.

Professional Services

Taxing transactions for professional services varies tremendously from the sale of physical goods and differs by each state. At PMBA, we know how challenging it can be to navigate sales tax for professional services. Our experts work closely with clients to solve their unique needs while also uncovering state and federal credits and incentives.

Real Estate

The real estate industry is historically known for its tax benefits. However, many companies only scratch the surface of how to maximize these opportunities. From reducing sales taxes on your purchases, to maximizing your income tax deductions through cost segregation studies, PMBA experts will help your real estate company identify untapped tax savings.

Retail

Whether you are a B2B or B2C retailer, the experts at PMBA will help you identify all applicable state and local tax incentives as well as equipping you with the best sales tax advice and technology solutions for your unique needs.

Software

As with most software products, states and localities have different interpretations and definitions of SaaS. Depending on the utilization of your software, PMBA can help you determine when sales tax is applicable. Our experts will also assess for applicable R&D credits so that you can take advantage of all qualifying credits.

Technology

Sales tax on technology solutions can be a burden to unravel. When companies operate or expand across multiple states, they subject their business to increased nexus exposure and tax liabilities. Our experts are vigilant to industry trends and state-by-state tax changes that affect your business. Through our collaborative approach and attention to detail, you will receive tax advice and strategies to optimize processes so you can focus on what matters most – innovation and growth.

Telecommunications

Telecommunications companies are faced with the most extensive web of federal, state & local taxes. Whether you are a regulated utility or independent reseller, proper tax compliance is crucial. The PMBA team can help your telecommunication company navigate the complex compliance requirements and identify available tax incentives to your industry.

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