Founded in 2019, BD State & Local Tax has grown into a leading specialist in San Francisco and other local business taxes, sales tax, and other state and local tax (SALT) matters that many firms overlook. We've built our practice around a simple idea: businesses of every size deserve the same level of expert attention when it comes to their SALT filings — attention that's difficult for the CPA firm handling income tax filings to also provide.

Over the years, we've become a trusted resource for companies navigating multi-state tax obligations.

Filling the Gaps Your CPA Firm Doesn't Cover

Most standard CPA engagement letters focus on income tax preparation, leaving a wide range of state and local tax obligations unaddressed. Sales and use tax registrations, exemption certificate management, nexus reviews, local business license filings, and business personal property tax filings often fall outside the scope of a typical engagement, leaving businesses exposed to penalties, missed deadlines, or unnecessary overpayments.

We specialize in exactly these gaps. Rather than replacing your existing CPA relationship, we work alongside it, handling the SALT-specific filings and compliance work that general practitioners typically don't want to include, so nothing falls through the cracks.

Responsive by Nature and Cost-Effective

We intentionally keep our overhead low. That means we can offer specialized SALT services at a more reasonable cost than most traditional CPA firms, without sacrificing quality. It also means our team has the bandwidth to respond quickly when a state notice lands in your inbox or a filing deadline is approaching, so you're not waiting in a queue behind dozens of other engagements.