Dedicated Sales Tax Expert You'll have a dedicated Personal Sales Tax Expert overseeing every aspect of your sales tax management, serving as your primary contact. Reach out to them anytime, and they'll liaise with state agencies as needed.
Comprehensive Sales Tax Support Team Your Comprehensive Sales Tax Support Team, including a Permit Coordinator, Client Tax Specialist, and Audit Manager, ensures all your sales tax needs are met. Access the entire team anytime.
Hassle-Free Filings & Payments Your Personal Sales Tax Expert will efficiently manage monthly sales tax returns and payment confirmations for you.
Unlimited Live Support
Strategy & Planning Create a comprehensive strategy with our team of experts to get and stay compliant efficiently.
Expert Audit Defense Should a sales tax audit arise, our Expert Audit Defense team will work with state agencies on your behalf to minimize tax liability (limit: 3 audits/year).
360º Nexus Reviews We will determine where you likely have sales tax and gross receipts tax nexus based on economic nexus, physical presence, and more complicated nexus triggers.
Sales Tax Settings Optimization We'll configure and test your sales tax settings across sales channels, optimizing tax collection accuracy (access required).
Resolution Planning for Past Issues We'll assist in identifying and planning resolutions for any missing filings or payments.
Legislative Update Monitoring Stay informed with our Legislative Update Monitoring, as we review relevant legislation and notify you of any potential impacts on your business.
Voluntary Disclosure Agreements We'll evaluate your past sales tax exposure to identify potential savings and liability reduction through VDAs.
Over/Under Payment Checks Our Quarterly Tax Accuracy Review assesses your collected and paid taxes compared to our calculations, helping us fine-tune your tax settings for optimal accuracy.
100% Hands-Free Data Transfer Experience seamless data integration as your Personal Sales Tax Expert downloads, reviews, and prepares transaction data from all sales channels for filings. (Note: Access to sales channels is required; otherwise, email us your data.)
Notice Management & Mail Processing Enjoy Streamlined Mail Handling as we provide a mailbox, receive, scan, and review state mail on your behalf, ensuring prompt and accurate follow-ups.
Smooth Permit Registration & Migration We'll efficiently register your sales tax and gross receipts tax accounts, migrate existing permits and address any registration issues by liaising with states.
Works with Your CPA We'll work directly with your CPA, accountant or bookkeeper so you won't need to get pulled into the nitty-gritty details.
Calling States for You