Defined Deliverables, Not Open-Ended Advice

Sales Tax Consulting Services

Sales tax consulting services are defined pieces of work, each scoped to a specific problem and ending in a result you can act on or hand to a state. You pick the one that fits the problem in front of you — rather than signing up for open-ended advice.

Choose the service you need

5 defined engagements

Each ends with a concrete deliverable

CPA-led project work

The Short Version

These are specific services, each with a clear result: a nexus study, a taxability matrix, a registration rollout, a voluntary disclosure, or an audit-readiness review.
You pick the one that fits the problem in front of you, rather than signing up for open-ended advice.
Each one ends with something concrete you can act on or hand to a state, not a memo of generalities.

Take voluntary disclosure: when a past gap needs cleaning up, it can cap the look-back and waive penalties — on terms that vary by state. California limits it to three years instead of eight. New York goes further, lifting criminal exposure as well and admitting even taxpayers whose nonpayment was intentional.

Filing one is one of the services below, and only before the state makes contact. That's the level of specificity you get with a defined engagement rather than open-ended advice.

What Our Sales Tax Consulting Services Can Do

Five defined engagements. Take the one that matches your situation — not all five:

Nexus Study

A state-by-state determination of where you have a sales tax obligation, with the evidence behind each call. Physical presence, economic thresholds, and inventory storage all evaluated.

Taxability Matrix

A mapping of your products and services to taxable or exempt treatment in the states you sell into. Explicit rows for software, digital goods, professional services, and the gray areas.

Voluntary Disclosure

A filing to bring past exposure current on capped terms — limited lookback, reduced or waived penalties, and in some states lifted criminal exposure. Only available before the state makes contact.

Audit-Readiness Review

A check of your records and positions BEFORE a state ever asks — so an audit finds the work already done. The service with no deadline forcing it, and often the highest ROI.

How Our Sales Tax Consulting Service Works

Confirm what you need

We pin down which service fits and what it will produce, so you know what you are getting before it starts. If more than one applies, we tell you the order.

Do the work against the facts

We gather the relevant data — sales by state, product list, purchase or filing history — and build the deliverable on that. Every conclusion tied to evidence.

Hand over a result you can use

You get the study, matrix, registrations, disclosure, or review — with the reasoning, ready to act on or hand to a state. Not a memo of generalities.

What Our Sales Tax Consulting Clients Get

Each of these is judged on what you get: was it specific, defensible, and usable.

$1.5B+

in tax savings identified for clients

63%

of clients return year after year

70+

tax and financial services under one roof

15+ yrs

of senior experience per engagement

What Sales Tax Consulting Costs

Cost depends on which service, the number of states and products involved, and how much history there is to review. A single-state taxability matrix is a smaller job than a multi-state nexus study with a disclosure. We quote once we know what is involved.

If more than one service applies, they follow a natural order: study, then registrations or disclosure, then readiness. We will tell you the order that fits rather than selling all of them at once.

Find the service that fits. One or two engagements. Not the whole menu.

The Service People Underuse: Audit-Readiness

Audit-readiness review has no deadline forcing it — which is exactly why it's the cheapest point to fix a weak position. The exposure a readiness review surfaces is often far larger than the cost of the review itself.

Voluntary disclosure is the other underused move. It's only available before the state makes contact. Once a notice arrives, the door closes and the discussion shifts to audit defense with much less favorable terms.

3 years

CA voluntary disclosure lookback (vs 8 years if unregistered and state finds you first)

Criminal exposure lifted

NY VDA — even for taxpayers whose nonpayment was intentional

Before state contact

Voluntary disclosure only available if you approach first, not after a notice

Sources: CDTFA In-State Voluntary Disclosure; NY Voluntary Disclosure and Compliance Program

Which One Fits You

Match the problem to the service:

You need to know where you owe: nexus study
You are unsure what is taxable: taxability matrix
The study found new states: registration rollout
You have past exposure to resolve: voluntary disclosure
You want to be ready before a state asks: audit-readiness review

If you're not sure which fits, that's the first thing we figure out. Need the underlying judgment call, not a defined deliverable? See sales tax consulting. Ongoing multi-state compliance? See sales tax compliance services.

Pick the One You Need

You do not have to know exactly which one you need. Describe what you are dealing with, and we will point you to the right service and what it will deliver.

Confidential, handled by a CPA. Not a call center.

Reviewed by George Dimov, CPA

Founder of Dimov Tax

15+ years handling multi-state sales tax projects.