Explore our Sales and Use Tax Solutions
Services
Nexus Study
The world of nexus doesn't need to be daunting. Armed with our nexus study, you and your clients can make informed decisions. Our comprehensive report provides clarity and will empower you to navigate the complexities of multi-jurisdictional tax obligations.
Analyze physical nexus
Analyze economic nexus
Sales tax registration
Filing requirements
Audit Support
When a sales and use tax audit notice arrives, don't panic – it's just part of the business journey. We're here to support you, address your client's concerns, and put you back in control. You choose your level of involvement. We can handle the taxing authority on your behalf whenever you need.
Liaison with taxing authority
Audit defense
Final report detailing results
Compliance recommendations
Tax Bundles and Subscriptions
We know you need an economical suite of solutions. We have bundled together several services to give your clients comprehensive sales tax support.
“Hook My Client Up” Bundle
"My client is just starting out"
Subscription Service
"My client’s taxes are jacked"
Subscription Service
"My client is doing well & wants to stay that way”
Subscription Service
Certificate Review
*Available on subscription basis only
Simplify your tax-free sales with our Certificate Review. We ensure all your documentation is complete and valid, so your client's tax-free sales are valid. ​
Detail steps to correct
non-compliant certificates
Tips on how to substantiate non taxed sales
Review selected certificates
Automation Support
*Available on subscription basis only
Software solutions can feel like a puzzle, right? We’re here to solve it. We ensure your software handles sales and use tax compliance correctly by tracing transactions, verifying tax rates, and validating item categorizations.
Confirm taxability treatment of sales
Local tax rate review
Highlight areas on non-compliance
Use Tax Support
*Available on subscription basis only
Use tax is often overlooked in sales and use tax compliance. Let us help you manage it with our use tax support service. We identify potential use tax issues for your clients before they face an audit, ensuring proactive compliance.​
Identify potential use tax issues
Estimate use tax exposure
Retain documents related to taxable purchases