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Expert Services Network

Services powered by L3i technology.

Our partner firms leverage L3i's advanced platform to deliver comprehensive state and local tax services with the rigor of a modern practice.

The catalogue

Six disciplines, one platform underneath.

Every offering below is delivered by a vetted partner firm — supported end-to-end by L3i's tooling.

Nexus Studies & Analysis

Multi-state nexus analysis identifying where sales tax obligations exist.

  • All 50 states + DC
  • Economic thresholds
  • Physical presence
  • Marketplace rules

Product Taxability

Determine tax treatment across jurisdictions with 2,000+ product codes.

  • 2,000+ tax codes
  • Multi-state matrices
  • Regular updates
  • Industry specific

VDA Program Management

Navigate voluntary disclosure agreements with state-specific documentation.

  • State packages
  • Excel automation
  • Penalty abatement
  • Timeline tracking

Audit Defense

Line-level analysis and comprehensive documentation for audit response.

  • Line detail analysis
  • Risk identification
  • Documentation trail
  • Response templates

Compliance Management

Ongoing monitoring, return summaries, and deadline tracking.

  • Return automation
  • Deadline alerts
  • Filing calendars
  • Compliance scoring

Strategic Consulting

M&A due diligence, expansion planning, and tax optimization.

  • M&A analysis
  • Expansion planning
  • Risk mitigation
  • Tax optimization

Get started

Need expert tax services?

Contact us for a referral to one of our trusted partner firms who can help with your state and local tax needs.