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Choose an option tailored to your needs

Nexus Study

$49 per entity/state

State-by-State Filing Overview:

We provide a clear breakdown of your filing obligations in each state, allowing you to maintain compliance and avoid unnecessary penalties.

Nexus Analysis

We determine your physical and economic nexus, pointing out areas where you may have a substantial presence and potential sales tax liability.

Nexus Exposure Assessment

We evaluate your nexus exposure to estimate potential financial impact, empowering you to make informed decisions about tax planning and risk management.

Complimentary as Part of Any Sales Tax Outsourcing Engagement

Tax Matrix

$99 per entity/state

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Insights Into Taxability

We provide an Excel smart chart with all of the tax categories you provide.

This smart chart will include all of the citations and tax laws for each tax category per state that you request.

The smart chart is designed to equip you with the necessary information to make sales tax determinations on your own.

Please note:

Tax laws are subject to change daily. This matrix will capture all relevant tax laws and citations on the day of delivery, you will have to track any tax law changes on a go-forward basis.

Complimentary as Part of Any Sales Tax Outsourcing Engagement

Refund Study

$495 per entity

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Initial Assessment of Sales Tax Overpayments:

We provide a high-level review aimed at identifying both sales and use tax overpayments, as well as any exposure that could offset potential refunds.

Includes:

This serves as an initial assessment that is designed to provide clients with a clear understanding of any identified overpayments and recovery opportunities.

If Overpayments Are Identified:

Should you choose to proceed with a comprehensive reverse sales tax audit following the study, we will present the overpayments to you, assess the feasibility and probability of successfully recovering the overpayments, and eventually file and defend the refund claim with state auditors.

Audit Analysis

$975 per entity

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Audit Analysis

This serves as an essential guide through the state audit process.

Includes:

Our Audit Analysis provides a high-level review to estimate the potential materiality of your audit assessment and identify areas that may offset the auditor's assessment. The service also includes an overpayment analysis to further offset any audit assessment.

Supporting You Through the Audit Process

We equip you with valuable insights into the audit process and help you understand the potential impact of the assessment to ensure that you have a clearer understanding of the situation while empowering you to make informed decisions regarding your audit defense strategy.

Sales Tax Compliance Outsourcing

Custom

per return basis or flat monthly fee

We personally review every transaction our clients make.

We correct any taxability errors based on real-time research.

We file the sales tax returns for each state on your behalf.

We remit all payments timely on our clients behalf.

We identify any sales tax overpayments due to our clients from their customers for a taxable transactions where no sales tax was collected.

We identify any sales tax underpayments due to our clients from their customers for any sales tax that is owed but not collected.

We respond to any notices our clients receive from state and local governments.

$0 Set up fees

$0 Registration fees

As your company grows, we track your nexus and filing obligations
We register your company and begin filing on your behalf so that you're never blindsided by an audit assessment.

$0 Admin fees

$0 Comprehensive Nexus Study

$0 Comprehensive Tax Matrix

$0 Refund Study

If significant findings are identified, we bill on a performance based fee (see "Reverse Sales Tax Audit" pricing).

Nexus Study

Comprehensive Review of Nexus:

We review the taxability of all transactions across all states and determine if you have a physical or economic nexus based on each state's nexus rules.

Voluntary Disclosure Agreements:

The fee for a comprehensive nexus study will be credited towards any voluntary disclosure agreement (VDA) engagement, where we approach state and local governments (as an anonymous, third-party representative) to negotiate the waiver of penalties and/or interest as well as the lookback period in states where a material sales and use tax exposure is identified.

Comprehensive Exposure Analysis

We identify the taxability of all transactions and assess the tax exposure on a state-by-state basis.

Tax Matrix

Comprehensive Tax Matrix

We review all sales, purchases, and company transactions to prepare a comprehensive tax matrix which includes every tax category we identify, the tax laws related to each category, the citations and written tax laws related to the identified categories, and a clear tax determination in a simple and easy to understand format for your accounting department to use when making sales or purchases.

Please note:

Tax laws are subject to change daily. This matrix will capture all relevant tax laws and citations on the day of delivery, you will have to track any tax law changes on a go-forward basis.

Our comprehensive tax matrix is complimentary as part of any sales tax compliance outsourcing engagement.

Reverse Sales Tax Audit

Our Most Popular Service:

We perform a comprehensive audit to identify all sales tax overpayments, present the overpayments to you, and assess the feasibility and probability of successfully recovering the overpaid sales tax.

Refund Claim:

If material overpayments are identified, we will prepare, file, and defend the refund claim with state and local auditors.

Fee Structure:

In the spirit of complete transparency, our fee structure is performance-based. This means that our final invoice will reflect a percentage of the amount we successfully recover on your behalf. By aligning our interests with your success, we ensure a mutually beneficial arrangement. If there is no recovery, there is no invoice.

Audit Defense

Maintaining Fairness in the Audit Process

We're committed to upholding fairness in the audit process.

Our audit defense service is primarily focused on offsetting underpayments by interpreting the tax laws associated with the audit assessment, defending complex taxability issues.

We perform a comprehensive review to identify sales tax overpayments to offset any identified underpayments.

We negotiate with the state auditor(s) to reduce the audit assessment and financial impact on our clients.

In some cases, we will file an appeal and represent our clients in a formal or informal hearing before the state, board, or Superior Court.

Ready to get started?

Choose an option tailored to your needs

Nexus Study

$49 per entity/state

State-by-State Filing Overview:

Nexus Analysis

Nexus Exposure Assessment

Tax Matrix

$99 per entity/state

Insights Into Taxability

Please note:

Refund Study

$495 per entity

Initial Assessment of Sales Tax Overpayments:

Includes:

If Overpayments Are Identified:

Audit Analysis

$975 per entity

Audit Analysis

Includes:

Supporting You Through the Audit Process

Sales Tax Compliance Outsourcing

Custom

per return basis or flat monthly fee

Nexus Study

Comprehensive Review of Nexus:

Voluntary Disclosure Agreements:

Comprehensive Exposure Analysis

Tax Matrix

Comprehensive Tax Matrix

Please note:

Reverse Sales Tax Audit

Our Most Popular Service:

Refund Claim:

Fee Structure:

Audit Defense

Maintaining Fairness in the Audit Process

PO Box 4, Hazlet, NJ 07730

Tel. 201.714.0109

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