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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

Insights Into Taxability

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

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

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  • 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

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

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.

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