DMA is your trusted partner for state income and franchise tax recovery, advisory, and consulting. Our tailored approach ensures that your business uncovers valuable refund opportunities while minimizing future tax exposure.

We provide a full spectrum of state tax services, including recovery, health checks, nexus studies, and tax minimization strategies designed to keep you informed and prepared for legislative and regulatory changes.

Recovery

DMA’s State Income & Franchise Tax Recovery service helps businesses recover overpaid taxes for all open statutory periods. With a customized review of state and city tax filings, our team identifies potential overpayments and gathers the necessary documentation to substantiate each claim. We manage the entire refund process from start to finish, working with states to ensure timely delivery of refunds, credits, or other financial benefits.

Health Checks

A proactive health check of your current tax filings can be instrumental in identifying both risks and untapped opportunities. DMA’s state income and franchise tax health checks provide a comprehensive evaluation of your income and franchise tax landscape, assessing tax attributes, state conformity, apportionment, and nexus. Our objective is to reduce tax burdens and prevent overpayments by identifying areas of improvement in your filings and processes.

Nexus Studies

Expanding your business can result in new tax obligations. DMA’s nexus studies evaluate your business presence in various states to determine filing obligations based on current nexus laws, including factors like P.L. 86-272 and economic nexus. This insight empowers you to confidently manage compliance in every jurisdiction where you operate.

Tax Minimization Strategies

DMA specializes in strategies to reduce your tax liability, which includes analyzing exposure risks, leveraging tax credits and incentives, and monitoring the impact of recent legislative changes. Our team identifies statutory and retroactive credits and incentives that may apply to your business, providing a powerful avenue for tax savings. Learn more about Credits & Incentives

Why Choose DMA

DMA’s approach is built on a results-oriented, customized process that maximizes financial recovery and minimizes future tax exposure. Our industry expertise, thorough knowledge of state laws and regulations, and familiarity with the latest legislative developments make us a preferred partner for businesses seeking reliable, proactive tax solutions.



Exposure and Opportunity Assessment

Comprehensive review of tax liabilities and possible deductions



Legislative Awareness

Stay informed about recent court rulings and state-level legislative updates that may impact your tax status



Retrospective and Statutory Credits

Uncover opportunities for tax credits, providing immediate tax savings

Maximize Your Tax Savings

Understanding the nuances of state income and franchise tax allows your business to take advantage of every available benefit. DMA’s approach leverages critical industry insights in:

  • Apportionment and Sourcing
  • State Conformity (Rolling, Static, Selective)
  • Nexus Compliance and VDA/VCI Opportunities
  • Tax Credits and Resource Enhancements

Partner with DMA to obtain proactive tax insights, secure financial advantages, optimize tax outcomes, and align your business with current tax regulations. Our team is ready to help you unlock savings, manage compliance, and achieve a healthier tax profile.

Strengthen Your Tax Strategy With DMA

Discover valuable tax savings and minimize liabilities with DMA’s state income and franchise tax expertise. Schedule your consultation today.