Sales & Use Tax

As a premier sales and use tax consulting firm, we are focused on helping companies navigate unique and complex sales and use tax environments

Sales/Use and Excise Tax Consulting and Services

As a premier sales and use tax consulting firm, we are focused on helping companies navigate unique and complex sales and use tax environments.

Our Team of Experts

Racheal Averett

Racheal Averett

Senior Manager, Sales & Use Tax

Geoff Campbell

Geoff Campbell

Senior Manager, Sales & Use Tax

Our Sales, Use & Excise tax experts have decades of experience in assisting clients with a variety of state and local tax matters throughout the United States. Our team actively monitors developments related to new legislation and recent legal decisions. We work closely with revenue departments, state policy makers, local governments and economic development organizations.

Sales/Use & Excise Tax Services

Reverse Audit Services

  • Maximize exemptions and exclusions applicable to client’s industry
  • Evaluate taxpayer’s risk before filing claims
  • Prepare, file and defend refund claims
  • Provide technical feedback to address and remediate issues going forward

Audit Defense

  • Serve as liaison between client and auditors throughout the audit process, while verifying results are fair and equitable to client
  • Identify inaccurately taxed items to reduce tax liability
  • Minimize interest and pursue waiver of penalties
  • Expedite the audit process for efficient resolution

Compliance

  • Prepare and file monthly Sales, Use and Excise tax returns
  • Compile and review monthly tax accruals for accuracy
  • Business license setup & registration
  • Provide for exemption certificate management

Strategic Planning & Advisory

  • Research taxability determinations and provide nexus studies
  • Assistance with conversion and system implementation
  • Identify potential areas of exposure during growth or expansion
  • Maximize benefits within state & local tax incentive programs
  • Monitor tax legislation and analyze for potential impacts on various industries

Appeals & Disputes

  • File administrative appeals and provide representation at administrative hearings
  • Provide representation in proceedings at tax tribunals and state tax courts
  • Represent taxpayer in settlement discussions with taxing authorities
  • Assist clients with policy documents such as private letter rulings, revenue rulings, etc.
  • Negotiate Voluntary Disclosure Agreements