STATE & LOCAL TAX PLANNING

Boost Savings With State & Local Tax Planning

Don’t overlook state and local tax planning. Tax plans combining federal strategies with state and local planning can save up to 30% more than federal planning alone. That’s why Corvee has built an industry-first state and local tax planning platform, capable of estimating payments and applying tax strategies in all 50 US states plus DC.

STATE & LOCAL TAX PLANNING

Boost Savings With State & Local Tax Planning

Boost Savings With State & Local Tax Planning

Don’t overlook state and local tax planning. Tax plans combining federal strategies with state and local planning can save up to 30% more than federal planning alone. That’s why Corvee has built an industry-first state and local tax planning platform, capable of estimating payments and applying tax strategies in all 50 US states plus DC.

Don’t overlook state and local tax planning. Tax plans combining federal strategies with state and local planning can save up to 30% more than federal planning alone. That’s why Corvee has built an industry-first state and local tax planning platform, capable of estimating payments and applying tax strategies in all 50 US states plus DC.

1,500+ State and
Local Tax Strategies

Create tax plans utilizing over a thousand tax strategies in all 50 US states and DC. Whether the state strategy conforms to the federal strategy or not, each state strategy is linked to its corresponding federal strategy and also shows you the estimated tax savings at both the federal and state levels. Each strategy comes with a description, entity considerations and IRS and state code references, alongside a jurisdiction summary with key deadlines.

1,400+ State and Local Tax Strategies

1,500+ State and
Local Tax Strategies

1,500+ State and
Local Tax Strategies

Create tax plans utilizing over a thousand tax strategies in all 50 US states and DC.
Whether the state strategy conforms to the federal strategy or not, each state
strategy is linked to its corresponding federal strategy and also shows you the
estimated tax savings at both the federal and state levels. Each strategy comes with
a description, entity considerations and IRS and state code references, alongside a
jurisdiction summary with key deadlines.

Create tax plans utilizing over a thousand tax strategies in all 50 US states and DC. Whether the state strategy conforms to the federal strategy or not, each state strategy is linked to its corresponding federal strategy and also shows you the estimated tax savings at both the federal and state levels. Each strategy comes with a description, entity considerations and IRS and state code references, alongside a jurisdiction summary with key deadlines.

1,400+ State and Local Tax Strategies
Estimate Tax in 52 States and Localities

Estimate Tax in 52 States and Localities

Across each state, Corvee allows you to estimate corporate income tax, personal income tax, franchise tax and excise tax so you feel confident knowing the effects of your entity election and tax strategy recommendations.

Estimate Tax in 52 States
and Localities

Estimate Tax in 52 States and Localities

Across each state, Corvee allows you to estimate corporate income tax, personal
income tax, franchise tax and excise tax so you feel confident knowing the effects of
your entity election and tax strategy recommendations.

Across each state, Corvee allows you to estimate corporate income tax, personal income tax, franchise tax and excise tax so you feel confident knowing the effects of your entity election and tax strategy recommendations.

Estimate Tax in 52 States and Localities

IRC Conformity by Tax Strategy 

IRC Conformity
by Tax Strategy 

Tax strategy conformity is the degree to which a tax planning strategy matches at
the federal and state level of the tax code. Some states adopt the same approach
for a strategy, some disallow it, some have adjustments and some have custom
calculations. With Corvee, you can easily see each tax strategy’s conformity type
and how it affects your tax savings calculation:

Tax strategy conformity is the degree to which a tax planning strategy matches at the federal and state level of the tax code. Some states adopt the same approach for a strategy, some disallow it, some have adjustments and some have custom calculations. With Corvee, you can easily see each tax strategy’s conformity type and how it affects your tax savings calculation:

  • Conformity: Conforms to the federal tax code as it exists
  • Nonconformity: Does not conform to the federal tax code
  • Adjustment: Conforms to the federal tax code with an adjustment 
  • Custom Calculation: A separate calculation
    by state
IRC Conformity by Tax Strategy 
  • Conformity: Conforms to the federal tax code as it exists
  • Nonconformity: Does not conform to the federal tax code
  • Adjustment: Conforms to the federal tax code with an adjustment 
  • Custom Calculation: A separate calculation
    by state
  • Conformity: Conforms to the federal tax code as it exists
  • Nonconformity: Does not conform to the federal tax code
  • Adjustment: Conforms to the federal tax code with an adjustment 
  • Custom Calculation: A separate calculation
    by state
IRC Conformity by Tax Strategy 
Tax Plans with 
State Data

Tax Plans With
State Data

Enhanced tax plans with a summary of state tax savings, jurisdiction, state tax strategy information, state code references and strategy calculations that show state tax savings.

Multi-Entity, Multi-State Tax Planning

For decades, the tax industry has focused on filing tax forms. Once a form is completed, a tax preparer moves onto the next one. However, almost every business decision affects the 1040, and vice versa. Corvee has created a multi-entity tax calculation that allows you to see how a change on any entity affects all taxes, including state taxes and savings, instantly.

Multi-Entity, Multi-State Tax Planning

Tax Plans with State Data

Tax Plans with
State Data

Enhanced tax plans with a summary of state tax savings, jurisdiction, state tax
strategy information, state code references and strategy calculations that show
state tax savings.

Enhanced tax plans with a summary of state tax savings, jurisdiction, state tax strategy information, state code references and strategy calculations that show state tax savings.

Tax Plans with 
State Data

Multi-Entity, Multi-State
Tax Planning

Multi-Entity, Multi-State Tax Planning

For decades, the tax industry has focused on filing tax forms. Once a form is
completed, a tax preparer moves onto the next one. However, almost every
business decision affects the 1040, and vice versa. Corvee has created a multi-
entity tax calculation that allows you to see how a change on any entity affects all
taxes, including state taxes and savings, instantly.

For decades, the tax industry has focused on filing tax forms. Once a form is completed, a tax preparer moves onto the next one. However, almost every business decision affects the 1040, and vice versa. Corvee has created a multi-entity tax calculation that allows you to see how a change on any entity affects all taxes, including state taxes and savings, instantly.

Legal Entity Optimization for States and Localities

Legal Entity Optimization for States and Localities

Find the best entity type for your clients. Compare the tax benefits across business structures:

  • C Corporation
  • S Corporation
  • Partnership
  • Schedule C
  • Schedule E
  • Schedule F
  • Farm Rental

Corvee will also help you plan for reasonable compensation and income optimization with visibility into state tax effects and estimated tax savings.

Legal Entity Optimization for
States and Localities

Legal Entity Optimization for States and Localities

Find the best entity type for your clients. Compare the tax
benefits across business structures:

Find the best entity type for your clients. Compare the tax benefits across business structures:

  • C Corporation
  • S Corporation
  • Partnership
  • Schedule C
  • Schedule E
  • Schedule F
  • Farm Rental

Corvee will also help you plan for reasonable compensation and
income optimization with visibility into state tax effects and
estimated tax savings.

Corvee will also help you plan for reasonable compensation and income optimization with visibility into state tax effects and estimated tax savings.

Our Clients Say It Best

Join 10,000+ customers who are
already saving money in taxes.

Our Clients Say It Best

Our Clients
Say It Best

Join 10,000+ customers who are already saving money in taxes.

Increase Your Client’s Tax Savings Potential

Add state & local tax planning today.

Increase Your
Client’s Tax Savings
Potential

Increase Your Client’s Tax Savings Potential

Add state & local tax planning today.

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Demo with Q&A

Let us show you how you could save your clients thousands of dollars and make tax planning easier than ever with Corvee.

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