Clarity for Complex State & Local Tax
We help businesses simplify and manage sales and use, real estate, and personal property tax by reducing risk, recovering overpayments, and establishing defensible positions — all without unnecessary disruption.
Get a Free Tax Consultation*No obligation. No fees unless we deliver savings.
Nationwide expertise with deep local insight
No fees unless we save you money
All costs covered, including attorney and appraisal fees
Over $100 million saved for clients
For Businesses Where Tax Complexity Has Real Impact
The Brennan Group works with businesses that need clarity around state and local tax, real estate tax, and personal property tax, whether operating in a single location or across multiple jurisdictions.
We partner with owners, CFOs, controllers, and tax leaders who want confidence that their tax exposure is understood, defensible, and not costing them more than it should.
Clear Solutions for Tax Challenges
We become an extension of your accounting department to manage sales and use tax recovery, sales and use tax compliance, real estate tax appeals, and personal property tax filings, ensuring that your indirect taxes get the attention they deserve.
This most often includes:
Our approach is practical and straightforward, designed to minimize disruption and help businesses move forward with clarity.
How We WorkFocused, Specialized Expertise in Nuanced Tax
The Brennan Group is not a general tax firm. We focus exclusively on state and local tax, real estate tax, and property tax, which allows us to go deeper, move faster, and deliver more targeted results.
Our work is led by senior professionals who stay closely involved from start to finish, bringing deep local and regional insight to every step. We manage the complexity so your team doesn’t have to, and we prioritize strong positions that stand up to scrutiny.
In most cases, our fees are tied to results, meaning there is no cost unless we deliver savings. This keeps our incentives aligned and our focus where it belongs, on outcomes that matter to your business.
Our goal is simple: to bring clarity and confidence to your complex tax matters.
A Network of Local Experts
We operate as a network of experienced state and local tax professionals. Every engagement is led by a senior expert with local insight, not delegated to junior teams unfamiliar with your jurisdiction.
Trusted by Businesses That Value Clarity and Accountability
“Midas is very pleased with the services provided by The Brennan Group. In reviewing both our sales tax and real estate tax for numerous properties in 13 states, The Brennan Group has provided Midas entities with aggregate savings in excess of $250,000. The professionals at The Brennan Group do a terrific job in making the process as simple as possible for the customer. Nothing makes me happier than delivering savings to my organization with little or no effort on my part. Thank you and your team for the hard work and diligence in working on our account.”
Midas Hospitality
“When we realized our services might be subject to sales tax, I reached out to The Brennan Group for guidance. They learned about our business, conducted an analysis of the issue in all 50 states, and provided clear direction as to what we needed to do to comply, and they did all this quickly and at a reasonable cost.”
Park Dietz, MD, PHD
CEO of Park Dietz & Associates, Inc.
A Simple, Low-Disruption Process
1
Start with a Conversation
Schedule a free consultation to discuss your situation, priorities, and where you’re seeing complexity or concern.
2
We Assess Opportunities and Risk
Our team evaluates where exposure or savings opportunities may exist and outlines next steps clearly.
3
We Manage the Work
When you move forward, a senior expert leads the work end to end, keeping you informed while minimizing demands on your team.
4
You Gain Clarity and Results
You walk away with sound positions, recovered savings where applicable, and confidence in your tax position.
Let's Talk
If you suspect there may be opportunities to reduce risk, recover overpayments, or gain greater clarity around your tax position, we invite you to reach out.
We will respect your time, your confidentiality, and your expertise.
Get a Free Tax Consultation*No obligation. No fees unless we deliver savings.