Whatever You Need, We Have the Right Fit.
Sales tax issues do not arrive on a schedule. Sometimes a single question comes up and you just need a fast, authoritative answer. Other times issues compound and you need a dedicated team tracking your account and solving problems as they arise. We offer both, and everything in between. Our consulting service is built around where your business actually is, not a one-size package that assumes everyone has the same needs.
Two Ways to Work With Us
Full-service advisory on retainer.
For businesses with ongoing questions, active compliance obligations, or complex multi-state situations, a retainer gives you a dedicated team: typically an attorney, a CPA or former auditor, and an admin who knows your account. Issues get handled as they arise. Questions get answered by people who already know your business. This is the right fit when you need continuity and depth.
Pay as you go, half-hour and full-hour blocks.
For businesses that need clarity on a specific question, a notice they received, a taxability issue, or a decision they are about to make, a single session is often all it takes. You get an expert, a clear answer, and a written recap. You may not get the same team member every time on this track, but you get the right expertise for the question at hand.
Not sure which is the right fit? We offer an initial consult to help you figure that out before you commit to anything.
When Consulting Is the Right Call
The most common situations we see:
- •You received a notice or letter from a state and are not sure what it means. States send everything from routine registration requests to audit initiation letters and collection demands. They do not always make it obvious which is which. A single session can tell you exactly what you are dealing with and what to do next.
- •You are entering a new state and need to know your obligations before you start selling. Nexus rules, taxability questions, registration timing, and filing frequency all vary by state. Getting this right before you start is significantly easier than cleaning it up after.
- •You have a taxability question on a specific product or service. Whether what you sell is taxable in a given state is not always straightforward. SaaS, professional services, digital products, construction materials, food and beverage, and manufacturing inputs all have state-specific rules that a general search will not reliably answer.
- •You want a second opinion before making a compliance decision. If an accountant or advisor gave you guidance and something about it does not sit right, a consulting session is the fastest way to pressure-test it with someone who specializes in sales tax exclusively.
- •You have a past-due liability in collections or need help with penalty abatement or a payment plan. These situations require someone who knows how states handle collections and what options are actually available. We have navigated penalty abatement requests and payment plan negotiations across every major state and we know what works.
- •You are dealing with a specific state agency interaction and need to know how to respond. Whether it is a nexus questionnaire, an audit information request, or a compliance inquiry, knowing how to respond, and how not to respond, matters.
Who You Are Talking To
Our consulting team includes licensed sales tax attorneys, CPAs with deep sales tax specialization, and former state auditors who ran the kinds of examinations your business may be facing. These are not generalists. Sales tax is all we do.
Common Questions
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Get a Clear Answer Today
Sales tax questions that go unanswered have a way of becoming sales tax problems. Whatever your situation, we have a service structure that fits. The first step is a conversation.