Luer & Associates
State & Local Tax Consultants
Client Services

We understand that no two companies are the same. Therefore, in order to deliver results to each and every Client, no two reviews can be the same either.

We do not conduct "cookie-cutter" reviews of our Clients' records to "fish" for tax overpayments.

Instead, our thorough pre-planning and research of each company enables us to efficiently target, and then concentrate on those areas where are Clients have most likely overpaid their taxes.

Primarily our services focus on 3 separate areas with the State and Local tax field.

  • Recognizing areas where there is a potential for overpayments of tax.
  • Recognizing areas that may result in significant tax savings through some restructuring of the corporation.
  • Recognizing areas of significant tax non-compliance. We would not be doing our clients justice if we were not making them aware of tax problems in addition to areas of potential savings and overpayments.


Services We Provide


Tax Planning

Tax planning is an essential element of the tax preparation process. By making tax planning part of your overall business strategy, you can use our experience and access to the most current new developments in the tax laws to minimize both your current and future tax liabilities.

Business Tax Registrations

We file all necessary business tax registrations for each State as required and make any necessary changes as needed, leaving you more time to run your business.

Start to Finish Implemention

Implementation of our tax saving strategies is a key component of our service that sets us apart from the competition. We implement our tax saving strategies with a "hands on" approach throughout the entire process.  This approach has lead to our success and the success of our clients.

Sales Tax Services

Many of our clients are responsible for collecting and submitting sales taxes in many different vicinities. We can assist your company in the compilation of information and preparation of sales tax returns in an efficient and timely manner.

Audit Representation

During our years of experience dealing with many taxing authorities, we have achieved a level of competence that can ensure our clients they are being properly represented during a tax audit.

Tax Preparation

Our significant investment in computerized tax preparation and research software enables us to accurately and efficiently prepare returns for all States.

Tax Compliance

There are always changes in the tax law, and it is crucial you have someone by your side to make sure you are compliant.  We handle all compliance issues that come up from day to day, from tax changes to individual contract questions. 

Business Succession Planning

Effective coordination of the transition of your business to your successors or acquiring an existing business is a critical business decision.  One that can have various tax consequences and or savings. We are fully qualified to address the complex issues of business continuation, acquisition, or termination and can assist you in developing a strategically sound plan.

Certified QuickBooks Pro Advisor ®

We are a Certified QuickBooks Pro Advisor ®. We can assist you in QuickBooks ® Setup, Training, and Reporting.

Software Support

In addition to Quickbooks, we are also very familiar with other programs such as Peachtree, RFMS, and many other industry specific programs.  Because we work with a variety of industries we have first hand experience on many programs and can assist your staff with questions regarding your existing program, or analyzing a new program to see if it will fit your business needs.