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Sale
Tax

Each of these services is critical for businesses to maintain compliance, reduce tax liabilities, and navigate the complexities of sales tax regulations across multiple jurisdictions.

1 

Sales Tax Filings and Sales Tax Audit Representation

  • 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.

2

Sales Tax Registration

  • 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.

3

Sales Tax Return Preparation and Filing

  • 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.

4

Nexus Studies

  • 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.

5

Sales Tax Audits

  • 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.

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