Multi-State Tax Services

Rochester Contact

James P. Schnell, CPA/ABV, CVA



James' Bio >


Elmira Contact

Gordon D. Schuehler, CPA Mengel Metzger Barr (MMB) 

Gordon D. Schuehler, CPA


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Canandaigua Contact

Kristina Stamatis Mengel Metzger Barr (MMB) 

Kristina Stamatis, CPA



Multi-State Tax Services

Each state has its own complex set of tax codes and regulations that must be carefully navigated to ensure the most desirable tax situation. Filing tax reports in several states increases the complexity and makes finding that elusive sweet spot all the more challenging. But at MMB, it’s a challenge we’ve long mastered.

Our deep experience in multi-state tax service enables us to identify opportunities and proactively maximize your tax advantages while avoiding unpleasant end-of-year surprises. As an independent member of BDO Alliance USA, we provide our clients with pinpoint technical information and advanced insights on state and local tax laws and regulations without the expense of multi-state offices. And we stand behind every tax return we prepare, including taking a strong advocacy role when representing our clients before the IRS or state tax authorities.

Understanding the many ins and outs of multi-state tax filings is not easy. Fortunately, partnering with us is.

Our tax services include:

  • Corporate tax planning
  • Personal income tax planning
  • Incorporations and liquidations
  • Evaluation of tax-advantaged investments
  • Retirement plansTax examinations and appeals
  • Reorganizations and recapitalizations
  • Professional corporations
  • Trusts
  • Merger and acquisition planning and compliance services
  • Corporate relocation and expansion analysis
  • Sales and use tax analysis and compliance
  • State or regional tax-credit analysis
  • Taxability of sales transactions
  • Nexus analysis and planning
  • State registration and compliance analysis