Lori Ross

Owner & Managing Member of LBR State Tax Consulting

A state and local tax attorney with over 30 years of experience, Lori specializes in state and local taxation, possesses a deep understanding of state tax laws and policies, and applies her exceptional research, writing, and analytical skills to provide specialized state tax services to her clients.

Over the years, Lori has forged lasting relationships with clients, acting as their state tax director, working in tandem with clients’ operations personnel, internal accounting and legal staff, and external accounting/audit firms.

Who Lori Works With:

Lori offers her expertise and services to small and mid-size law and CPA firms, working closely with their staff to provide high quality state tax services to their clients.

Lori is well-respected in the industry, and helps companies of all sizes, from Fortune 500 companies to start-ups, and everything in between.

Lross@lbrstatetax.com

(201) 731-2371

Stay abreast of changing tax laws impacting your business, and provide timely and accurate responses to internal and external state tax questions regarding:

  • Income/Franchise Taxes

  • Sales Tax

  • Hotel Occupancy Tax

  • Gross Receipts Tax

Services

General Consulting

M&A/Due Dilligence

Analyze the potential state and local impact of corporate acquisitions, dispositions, and reorganizations, quantify the estimated state taxes, and identify opportunities to minimize taxes

Real Estate Transfer Tax Consulting & Compliance

  • Identify, analyze, and document state tax filing positions

  • Determine whether your products and services are subject to sales tax, and understand your state and local sales tax collection responsibilities

  • Understand your company’s state and local filing obligations

  • Understand the filing requirements for obtaining grants and credits

  • Manage state income, sales, occupancy, and gross receipts tax audits

Understand the real property transfer tax implications of the purchase or sale of real property or a “real property entity,” and ensure requisite returns are filed

  • Provide support to tax compliance team and identify opportunities to reduce state tax expense

  • Assist legal department and business units when entering new contracts for products and services

  • Negotiate agreements with state taxing authorities to minimize historical exposure and obtain penalty relief

  • Obtain certainty with respect to tax obligations

  • Provide company specific training to enhance current state tax capabilities

LBR State Tax Consulting serves a wide-array of industries, including:

  • Consumer Goods

  • Construction

  • Fintech

  • Hospitality (Hotel & Gaming)

  • Manufacturing

  • Real Estate, including REITs

  • Technology

Industries

  • All information is held in the strictest confidence. We are happy to include confidentiality clauses in our engagement letters.

  • We are happy to provide references upon request!

Get in Touch

Want to work together? Have a question? Please reach out!