Alternative Reporting Methodologies

We work with our clients to evaluate, develop and implement alternative sales and use tax compliance procedures, including managed audits and managed compliance agreements, in order to simplify and enhance the accuracy of sales and use tax liability determinations and reduce time spent administering the compliance process.

Audit Mitigation

We have seasoned professionals, including resources with significant Department of Revenue work experience, to represent clients before taxing jurisdictions and ensure that our clients’ interests are protected during audit examinations.  Our audit mitigation services include representation at informal and formal conferences and appellate hearings, as well as litigation support and expert witness testimony.

Legislative Support

We have an established track history of working with client governmental affairs personnel and state legislators to facilitate statutory and administrative law changes to benefit our clients’ operations.  We have significant contacts with senior tax officials throughout the country to assist our clients in effecting positive changes to state and local jurisdictions’ sales and transaction tax statutory and regulatory framework.

Nexus Reviews and Voluntary Disclosure Agreements

Given the dynamic nature of the way goods and services are provided to customers in today’s business environment, it is not uncommon that a company may unknowingly establish sufficient contacts, or “nexus” with certain taxing jurisdictions to create additional tax filing obligations.  As part of our services, we analyze the multistate business activities of our clients, quantify potential tax exposure and represent our clients’ interests before state and local Departments of Revenue to correct compliance oversights and complete registrations at the lowest possible cost.

Refund Analysis

Our professionals perform comprehensive transaction tax self-audits, employing sophisticated data extraction, processing and analytical techniques to recover overpayments resulting from compliance errors, as well as changes in taxing jurisdictions’ statutory and administrative guidance.  
 

Tax Decision Matrices

We have considerable experience working with clients to develop tax decision guidance and matrices for a multitude of industries, both in an integrated systems framework or on a stand-alone basis.  These matrices enable clients to gain enhanced control over critical taxing determinations, in either centralized or decentralized compliance environments.

Transactional Consulting

We provide consultation on a variety of transaction tax issues encountered as part of day-to-day business operations, as well as merger and acquisition activities, to enhance compliance and mitigate potential sales and transaction tax exposure.