Professional Partnering

We work with clients in many different industries and with various tax issues. But we also often work with fellow service providers like CPAs, bookkeepers and attorneys to assist their clients with their multistate tax issues. Other professionals are often uniquely positioned to identify scenarios where our services can assist their clients. Trusted advisors such as attorneys and accountants might come across state tax issues with their clients as they are performing other projects.


We often work with local and regional accounting firms by working with their middle market clients. Many firms don't have a dedicated resource internally for multistate tax issues, yet companies are often tripping into multistate tax issues. And that's where we can help. A firm might discover that their client is beginning to hire a salesforce across the country, or that a client is rapidly increasing sales of its product in many states. We can assist with a nexus review, taxability study, revenue sourcing, and many other areas.


Attorneys are often on the front end of acquisition due diligence situations. We can assist with either side of an acquisition transaction that unveils situations where the client has exposure relative to state tax issues.

We can often be the missing piece of the solution puzzle for a client.

How do we do that? If a professional partner refers Miles Consulting to a client, we can either work with them directly or through the partner as an independent contractor. In either case, we work transparently, and always keep all parties informed as to the progress on a project.

Our referral partners are experts in their fields and we are experts in ours. Contact us if we can be a resource for you and your clients. We’ll effectively help to be your in-house multi-state tax consultant!


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Accountants & Financial Professionals

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