Get expert tax and accounting help!
Call (866) 681-2140

The short version

  • Sales tax consulting is for the decisions, not the filings: where you have nexus, whether what you sell is taxable, how much past exposure you carry, and what to do about it.
  • These are the questions software cannot answer, because they turn on facts (your channels, your product, your history) and on judgment about risk.
  • The cost of guessing is asymmetric. Register too late and you owe back tax; treat a taxable product as exempt and the assessment finds you in an audit.

You are facing a sales tax question with real money behind it, and a filing service cannot answer it. Do we have nexus here. Is our product even taxable. These are judgment calls, and the wrong one can be expensive. You cannot eyeball it across states: the same SaaS subscription is taxable in Texas and taxable in New York, yet not taxable in California. Sales tax consulting is where you get those answers before you act.

What sales tax consulting answers

Where you owe

which states you have an obligation in now, and which you are approaching.

Whether what you sell is taxable

whether your specific products or services are taxable in a given state, including the gray areas like software and digital goods.

How much you owe

how much back tax and penalty a past gap actually represents, so you can size the decision.

What to do about it

register going forward, amend, or file a voluntary disclosure, chosen by what your history actually warrants.

Planning a change

what a new state, channel, product line, or acquisition does to your obligations before you commit.

Consulting is about reaching a defensible position you can act on, not adding another monthly task.

How a consult works

1

Get the facts

We take your channels, products, sales by state, and filing history. The advice is only as good as the facts behind it, so this comes first.

2

Reach a position

We determine where you have nexus, whether your product is taxable there, and what your past exposure adds up to.

3

Recommend a route. You get a clear call

register, disclose, amend, or leave it, with the reasoning and the tradeoffs, not a hedge.

What sales tax consulting delivers

A nexus tool flags that a threshold was crossed; whether your product is taxable there, what your exposure really is, and whether to disclose are judgment calls a tool cannot make.

When businesses find old exposure, the common mistake is to quietly register and start filing, which can leave the back periods open and unresolved. A voluntary disclosure, chosen before the state makes contact, closes those periods on capped terms, and that is exactly the kind of call consulting exists to make.

  • $1.5B+ in tax savings identified for clients
  • 63% of clients come back year after year
  • 70+ tax and financial services under one roof
  • 15+ years of senior experience behind every client

What consulting costs

Cost depends on the number of states and questions in play, how much history has to be reviewed to size up the exposure, and whether it is a one-time question or ongoing advice. We size it to the question, since a single-state taxability read is not a multi-state exposure study.

Signs you need a consult, not just a filing

  • You are about to enter new states, launch a product, or acquire a business and do not know the sales tax effect.
  • You just realized you may have had nexus somewhere for a while.
  • You are not sure whether what you sell is even taxable in the states you sell into.
  • A filing service or tool flagged nexus but cannot tell you what to do about the past.
  • You are weighing whether to register quietly or come forward formally.

That last one is where the money is: registering quietly versus formally disclosing can decide whether years of back exposure stay open or get resolved. It is a judgment call worth getting right the first time.

Get a clear position

You do not need to have it figured out before you call; that is the point of the consult. If your position is already clean, that is a fast answer and you move on.

Tell us the decision you are facing, and we will give you a clear position and the route to act on it.