Sales and use tax compliance
Overview
Sales and Use Tax Compliance ensures that businesses collect, report, and remit the appropriate sales taxes to state and local tax authorities, in accordance with current tax laws. Our services help businesses navigate the complexities of sales and use tax regulations, ensuring that you are in full compliance and avoid penalties or audits. We assist with accurate calculation and collection of sales tax on goods and services, proper filing of sales tax returns, and management of use tax on out-of-state purchases. Whether your business operates locally or in multiple states, we provide guidance to help you stay compliant, optimize your tax processes, and minimize your risk.
sales and use tax compliance Services
Our Sales and Use Tax Compliance services help businesses accurately calculate, report, and remit sales and use taxes, ensuring full compliance with federal, state, and local tax laws while minimizing the risk of audits and penalties.
- Sales Tax Registration: Assistance with registering for sales tax permits in applicable states and local jurisdictions.
- Sales Tax Calculation: Accurate calculation of sales tax on products and services, ensuring correct rates based on location and tax laws.
- Sales Tax Reporting & Filing: Preparation and timely filing of sales tax returns, including federal, state, and local filings, to ensure compliance.
- Use Tax Compliance: Guidance on how to report and remit use tax on out-of-state purchases or goods used within your state that weren't taxed at the point of sale.
- Taxability Review: Assessing the taxability of your products and services to ensure the correct items are being taxed, including exemption status.
- Multi-State Sales Tax Compliance: Assistance for businesses that operate in multiple states, ensuring compliance with each state's unique sales tax requirements.
- Audit Support: Providing support during sales tax audits, helping you prepare documentation and respond to inquiries from tax authorities.
- Exemption Certificate Management: Assistance in managing and validating exemption certificates for customers who are exempt from sales tax.
- Sales Tax Automation Solutions: Implementing and integrating software tools to automate sales tax calculation, reporting, and remittance processes.
- Tax Risk Analysis: Identifying potential sales tax risks or areas of non-compliance and offering solutions to mitigate those risks.
- Sales Tax Nexus Analysis: Evaluating where your business has tax obligations, based on sales activity, to help you understand where you need to collect and remit sales tax.
- Sales Tax Refund Assistance: Helping you claim refunds for overpaid sales tax or correct tax filings from previous periods.
sales and use tax colmpliance packages
Basic Plan: $300/month
deal for Small Businesses or Single-State OperationsSales tax registration in one stateMonthly sales tax calculation and reporting for one stateFiling of state sales tax returns (quarterly or monthly, depending on state requirements)Use tax guidance for out-of-state purchasesEmail support for tax-related inquiries
Standard Plan: $500/month
Ideal for Growing Businesses with Multi-State OperationsSales tax registration in up to 3 statesMonthly sales tax calculation and reporting for up to 3 statesQuarterly or monthly filing of sales tax returns for multiple statesUse tax compliance for out-of-state purchases in all applicable statesSales tax exemption certificate managementSales tax nexus analysis to determine tax obligations across multiple statesEmail and phone support for tax-related inquiries
Premium Plan: $700/month
Ideal for Larger Businesses or Complex Multi-State OperationsSales tax registration in up to 10 statesMonthly sales tax calculation and reporting for up to 10 statesQuarterly or monthly filing of sales tax returns for multiple statesDetailed use tax analysis and filing for out-of-state purchases in multiple statesIn-depth sales tax risk analysis and audit supportSales tax automation integration for streamlined reportingOngoing exemption certificate management and validationDedicated support for tax questions, audits, and complianceYear-end reporting and tax reconciliation services
add-on services (available for all packages)
Additional State Registration: $50 per state (one-time fee)Audit Support: $200 per audit or inquirySales Tax Refund Assistance: $250 per refund claimSales Tax Nexus Analysis (per state): $150 per stateExemption Certificate Management: $150/monthSales Tax Automation Software Integration: $300 setup fee + $50/month maintenance