Services Offered

My role is twofold.  I can be an outside subject matter expert when needed.  I can also assist the CPA firm when they simply need extra help to give the proper level of service to a client that needs help with a sales tax issue, such as when a client has a sales tax audit during “tax season”.

The following is a sample of the types of services that I can offer:

Nexus Reviews - it is very common for a company to be told that it is doing business in another state (or Colorado city) without knowing it.

Voluntary Disclosure Agreements - many states and cities have programs which can minimize past liabilities, if the risk is deemed high enough after a nexus review

Resale and Exemption Certificate Consulting - I can work with the client’s personnel to recommend appropriate procedures for managing this often overlooked function

Audit Management and Defense - in the past I have reduced six figure assessments by 60% or more

Reverse Audits - I can review a client’s business operations to identify where they may have overpayed sales taxes

Assistance with Nexus Questionnaires - I can assist with the truthful, yet careful responses in order to avoid drawing unnecessary attention to their business

Compliance Software Consulting - automation tools are available to assist with sales tax return preparation, or the outsourcing of that function

Training about the basics of Sales and Use tax rules

Streamlined Sales Tax Agreement (SST) Analysis - the SST is an Agreement among 23 states which have agreed to simplify and modernize their sales and use tax administration in order to reduce the burden of tax compliance.