Sales tax
due diligence service

Ensure that your business transactions proceed smoothly with our comprehensive sales tax due diligence review. Our expert team uncovers potential risks before they impact your deals.
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Don't Let Sales Tax Surprises Derail Your Deal

Hidden tax liabilities

Costly compliance gaps

Unexpected audit exposure

Transaction delays

Sales tax experts helping businesses manage compliance and reporting

Why Sales Tax Due Diligence is Critical

Protect Your Investment
Identify and quantify potential tax liabilities before closing
Strengthen Negotiations
98% client satisfaction rating
Accelerate Closing
Avoid last-minute surprises that could delay your transaction
Plan for Success
Develop a clear post-transaction compliance strategy

Our Comprehensive Review Process

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Historical Analysis

Our team will navigate the complexities of sales tax registration and VDAs on your behalf, providing strategic advice tailored to your business's specific needs.

Current Compliance

We ensure that you meet all sales tax registration requirements and assist in resolving past noncompliance issues through VDAs, reducing potential penalties and legal risks.

Risk Assessment

We handle all paperwork, deadlines, and communications with tax authorities, ensuring that your sales tax obligations are met promptly and accurately.

Action Planning

We recognize that each business is unique, which is why we offer personalized services to address your specific circumstances and challenges.

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Detailed Deliverables

Comprehensive Report: Detailed analysis of findings, risks, and opportunities

Risk Quantification: Clear breakdown of potential liabilities and their financial impact

Remediation Plan: Step-by-step strategy for addressing identified issues

Executive Summary: Key findings and recommendations for stakeholders

Success Stories

Squatty Potty bailout

Our review uncovered $300,000 in potential sales tax liability prior to the acquisition research, allowing our client to set up necessary VDAs and negate potential risk. This represented understanding and control of their financial situation giving the buyers peace of mind to move forward with the purchase.

Manufacturing Acquisition Protected

A software company used our nexus analysis to confidently expand into 15 new states, knowing exactly where and when they needed to collect sales tax. This prevented any compliance gaps during their growth phase.

Guidance You Can Trust.

Due diligence is not just a formality but a crucial step in safeguarding your interests and maximizing the success of your business transactions. When you choose our due diligence services, you can expect:

Expertise & Experience

Our seasoned accountants and consultants bring extensive experience in due diligence across various industries and transaction types.
Meticulous Attention

We review all statements, contracts, documents, and other critical information to ensure a comprehensive assessment of the business.
Customized Solutions
We work closely with you to understand your specific needs and goals, providing customized services that align with your requirements.
Actionable Reporting

Our reports are clear, concise, and easy to understand. We provide you with timely and actionable insights, coupled with strategies to mitigate risk.
Sales tax experts helping businesses manage compliance and reporting

Simplify your
sales tax compliance

Don't risk your transaction with incomplete sales tax due diligence. Contact our experts today for a confidential consultation.
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