Sale
Tax

Sales Tax Filings: Involves the preparation and submission of sales tax returns to state and local tax authorities, ensuring compliance with jurisdictional requirements, deadlines, and accurate reporting of taxable sales and exemptions.

Audit Representation: Provides professional representation during sales tax audits, including responding to inquiries, gathering documentation, negotiating with auditors, and minimizing penalties or liabilities.

Compliance Monitoring: Ensures ongoing adherence to changing tax laws, rates, and filing frequencies to avoid errors or missed deadlines.

Dispute Resolution: Assists in resolving disputes with tax authorities, including appeals or settlements for assessed taxes, penalties, or interest.

Business Registration: Facilitates the process of registering a business with state and local tax authorities to collect and remit sales tax, ensuring proper permits and licenses are obtained.

Multi-State Registration: Manages registration in multiple jurisdictions for businesses with nexus (tax obligation) in various states or localities.

Voluntary Disclosure Agreements (VDAs): Assists businesses that failed to register in the past by negotiating VDAs to limit penalties and back taxes.

Streamlined Sales Tax (SST) Compliance: Supports registration under SST programs for simplified tax collection in participating states.

Data Collection and Reconciliation: Gathers and reconciles sales data from point-of-sale systems, e-commerce platforms, or accounting software to ensure accurate reporting.

Return Preparation: Prepares detailed sales tax returns, accounting for taxable sales, exempt transactions, and applicable deductions or credits.

Timely Filing: Submits returns electronically or via mail to meet jurisdictional deadlines, avoiding late fees or penalties.

Multi-Jurisdictional Filings: Handles filings for businesses operating in multiple states or localities with varying tax rates and rules.

Nexus Analysis: Evaluates whether a business has a sales tax obligation (nexus) in a state or locality based on physical presence, economic activity, or affiliate relationships.

Economic Nexus Review: Assesses nexus triggered by sales thresholds or transaction volumes, especially post-Wayfair (2018) regulations.

Risk Assessment: Identifies potential exposure to back taxes or penalties in jurisdictions where nexus exists but compliance is lacking.

Strategic Planning: Recommends strategies to manage or mitigate nexus, such as adjusting business operations or pursuing voluntary disclosures.

Audit Preparation: Organizes financial records, sales data, and exemption certificates to present accurate and defensible information during an audit.

Audit Defense: Represents the business during audits, addressing auditor inquiries, challenging incorrect assessments, and ensuring fair treatment.

Sampling Analysis: Reviews auditor sampling methods to ensure they are statistically valid and do not overstate tax liabilities.

Post-Audit Support: Assists with implementing corrective actions, appealing audit findings, or negotiating payment plans for assessed taxes.