Outsourced Tax & Accounting Services

Let Pacific Trust Financial serve as your firm’s outsourced State and Local Tax (SALT) specialists. We provide tailored, high-quality support designed to complement your existing tax team and expand your firm’s capacity to manage multi-jurisdictional compliance, advisory, and consulting needs. Our approach ensures that each engagement is handled with precision, consistency, and confidentiality, allowing your firm to deliver exceptional client service without the overhead of maintaining an in-house SALT department.

Our Outsourced State and Local Tax (SALT) Advisory services start at $250 per hour, with rates adjusted based on project scope and complexity. We offer flexible engagement options for ongoing support, one-time consulting, or specialized state tax projects.

SALT Compliance and Return Preparation

We assist with preparation and review of state and city income, franchise, and gross receipts tax returns, including extensions, estimated payments, and apportionment schedules. Our team adheres to your firm’s processes and deadlines to ensure consistency, quality, and on-time delivery for every engagement.

Nexus Review and Exposure Analysis

We conduct detailed nexus studies to assess filing obligations across jurisdictions and identify areas of potential exposure or opportunity. Our reviews cover economic, physical, and affiliate nexus considerations to ensure that your clients remain compliant and strategically positioned.

Apportionment and State Data Analysis

Our specialists prepare, reconcile, and document state apportionment factors to support accurate and defensible state filings. We also assist with data standardization and mapping, ensuring that client information flows seamlessly between internal systems and state workpapers.

Tax Research and Technical Memoranda

We provide in-depth research and written analysis on state and local income tax matters, including filing methodologies, combined reporting, Public Law 86-272 implications, and other complex issues. Our deliverables are professionally drafted, client-ready, and tailored to your firm’s documentation standards.

Audit Support and State Correspondence

We assist in responding to state and local tax inquiries, notices, and audit requests, ensuring accurate communication and timely resolution. Our experience across multiple jurisdictions enables us to anticipate state-specific expectations and help your firm maintain strong client relationships throughout the process.

Dedicated Partnership and Integration

As your outsourced SALT resource, we operate as an integrated extension of your firm. Whether supporting peak-season compliance or year-round advisory, Pacific Trust Financial provides scalable expertise that enhances your firm’s capabilities while maintaining your standards of excellence.

Fractional and Interim CFO Services

Our Fractional and Interim CFO services give small and mid-sized businesses the financial leadership and structure they need without the expense of a full-time executive. We help owners and leadership teams gain visibility into financial performance, strengthen accounting processes, and make confident decisions that drive sustainable growth. Whether your company is preparing to expand, restructuring operations, or improving oversight, our CFO services deliver experienced guidance that keeps your business moving forward.

Our approach blends hands-on financial operations with forward-looking strategic planning. We manage accounting functions, cash flow, forecasting, and financial reporting to ensure your systems support both immediate and long-term objectives. For organizations in transition, such as during leadership changes, acquisitions, or process improvements, we provide continuity and structure while building efficient frameworks that enhance accuracy and support better decisions.

Beyond compliance, the focus is on strengthening how your finance function operates. Pacific Tax Financial implements modern ERP systems, builds forecasting models, and introduces structured budgeting processes that align production and sales goals with accurate P&L, cash, and balance sheet projections. These improvements help reduce operating expenses, increase forecast accuracy, and support sustainable growth. Every engagement is customized to your goals and challenges. Whether you need part-time CFO support, interim financial leadership, or project-based strategic guidance, Pacific Tax Financial provides an integrated solution that combines technical expertise with executive insight so your business can operate efficiently and grow with confidence.

Schedule a Consultation

Let’s connect and discuss how we can help your company refine its tax strategy.