Expert sales tax support for CPAs and accounting firms
Why partner with us?
Expand your expertise
Save time
Grow revenue
Reduce risk
Comprehensive support services
Client assessment and strategy
Detailed evaluation of your clients’ sales tax obligations and compliance needs
- Comprehensive nexus studies and exposure analysis
- Multistate compliance reviews
- Risk assessment and mitigation strategies
- Custom compliance roadmaps
Technology solutions
Cutting-edge tools to streamline your sales tax management process
- Cloud-based compliance management platform
- Automated filing and reporting systems
- Integration with popular accounting software
- Real-time rate and jurisdiction updates
Advisory services
Expert guidance for complex sales tax scenarios
- Direct access to sales tax specialists
- Industry-specific compliance guidance
- Audit support and defense strategies
- Legislative updates and impact analysis
Industry expertise
Our specialized knowledge covers various industries:
Ecommerce and digital services
- Marketplace facilitator requirements
- Economic nexus threshold
- Digital product taxability
- Cross-border compliance
Manufacturing and distribution
- Product taxability determination
- Exemption certificate management
- Supply chain tax implications
- Drop shipping considerations
Service-based businesses
- Service taxability analysis
- Mixed transaction handling
- Professional service considerations
- Interstate service delivery compliance
Did you know?
Getting started is easy
Step 1: Initial consultation
Begin with a comprehensive review of your firm’s needs.
- Evaluate current processes
- Identify improvement opportunities
- Discuss client requirements
- Review available solutions
Step 2: Custom implementation
Receive a tailored solution for your practice.
- Personalized service package
- Technology integration plan
- Staff training schedule
- Implementation timeline
Step 3: Ongoing support
Continuous assistance to ensure your success.
- Regular check-ins and reviews
- Technical support access
- Update training sessions
- Strategy optimization
Frequently asked questions
Most firms can be up and running within two to four weeks, depending on the complexity of their needs and the number of clients they serve. Our team works efficiently to ensure a smooth transition with minimal disruption to your current operations.
We offer comprehensive support:
- 24/7 access to our knowledge base
- Direct phone and email support
- Regular training sessions
- Dedicated account management
Our team of experts continuously monitors the following:
- State and local tax law changes
- Court decisions and regulatory updates
- Industry trends and best practices
- Technology advancements
