Sales & Use Tax

Our team provides cost-effective, easy-to-use solutions to manage complex sales and use tax requirements.

• We conduct refund reviews to identify areas where sales tax has been improperly charged and paid to vendors or use tax was improperly accrued and remitted to the taxing authority.  
• Assist the company in minimizing future overpayments of cash, risks and costs 

• Help your company prepare for a sales and use tax audit  
• Represent your company during the audit process 
• Review audit workpapers to assess the validity of your auditor’s positions 
• Appeal or protest the audit assessment to seek a reduction of the assessed amount

• Use nexus reviews to identify areas of potential exposure 
• Quantify exposure amounts applying varying and complex taxing authority requirements  
• Assist with voluntary disclosure agreements or amnesty negotiations with taxing authorities to mitigate exposure

• Help determine if your clients qualify for an exemption that your company can accept to avoid collecting sales tax 
• Review resale/exemption certificates to ensure they are properly completed and acceptable to state auditors 
• Help obtain missing certificates from customers and recommend improvements to your certificate procurement process

• Review your company’s revenue streams and purchases for proper transaction tax classification  
• Determine whether products or services are subject to transaction tax 
• Create, review and update your taxability matrix

• Identify exposure and material weaknesses in sales and use tax reporting 
• Perform due diligence and provide recommendations when undergoing a merger, acquisition or other business restructuring 
• Obtain ruling requests

• Evaluate your existing sales and use tax function policies, processes and procedures 
• Provide recommendations for indirect tax function optimization in relation to processes, data, technology/automation and workforce deployment