State and Local Tax Services

If you’ve received a notice for a state tax audit, I can guide you through the process so you aren’t left confused and uncertain. As your chosen sales tax consultant, I can respond to the state on your behalf, organize documents, navigate state-specific rules, and develop strategies to reduce liabilities or penalties.

If you’re unsure whether you’re applying taxes correctly to your products, services, and other transactions, I can check through a taxability review. I can also help identify tax-saving opportunities, minimize audit risk, and ensure you’re complying with each state’s current tax laws if you’re selling products across multiple states.

To help you find out where your sales tax registration and collection obligations exist, a nexus determination will give the results you need. With a thorough nexus analysis, I can look at your sales tax nexus, economic nexus, nexus risk, and more. My goal is to ensure your state tax compliance is strong to avoid penalties as your business grows.

If you want to avoid the monthly scramble of delivering accurate reports, I can handle your sales tax compliance and return filing for your business. I offer accurate data review in accordance with current laws, sales tax reconciliation, and timely filing across all jurisdictions using automated systems. Deadlines will never sneak up on you again.

I review your previous transactions and filings to uncover sales and use tax overpayments, find refund opportunities, recover money for your business, and improve your overall cash flow. Unlike a government audit, a reverse audit is voluntary, and perfect for identifying and minimizing liabilities before a government auditor finds them.

I review your exemption certificates to ensure they remain valid, accurate, and compliant in accordance with state law. Throughout my review process, I keep your certificates up to date and properly organized to reduce audit risks, prevent tax liabilities, and avoid other potential threats to your business.

Sometimes, all it takes is good software to simplify your taxes and make staying compliant easy, but finding the right one can be difficult. As your tax consultant, I can help find and implement the best sales tax software for your business. Taking it one step further, I can also help test it and provide training so you can use your sales tax management platform easily.