Sales Tax Planning and Advice
Strategic sales tax planning and advisory services to optimize compliance, manage multi-state exposure, and reduce indirect tax risks.
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About Service
- Review of current sales and use tax processes and exposure
- Analysis of nexus, registration, and filing obligations
- Advisory on product and service taxability across jurisdictions
- Evaluation of sourcing rules and rate application
- Guidance on exemptions, resale certificates, and documentation
- Advisory on marketplace facilitator and remote seller rules
What to expect?
- Clear understanding of your sales tax obligations and risks
- Actionable planning recommendations tailored to your business
- Strategic guidance for multi-state and cross-border operations
Ready to begin? Share these details with us
- Business entity details and EIN
- Description of products and services offered
- Sales data by state and transaction type
- Locations of employees, inventory, and operations
- Existing sales tax registrations and filings
Deliverables
Based on the agreed engagement scope, clients will receive:
- Sales Tax Planning & Advisory Report
- Nexus, Taxability, and Risk Assessment Summary
- Strategic Compliance & Optimization Recommendations
About Service
- Review of current sales and use tax processes and exposure
- Analysis of nexus, registration, and filing obligations
- Advisory on product and service taxability across jurisdictions
- Evaluation of sourcing rules and rate application
- Guidance on exemptions, resale certificates, and documentation
- Advisory on marketplace facilitator and remote seller rules
What to expect?
- Clear understanding of your sales tax obligations and risks
- Actionable planning recommendations tailored to your business
- Strategic guidance for multi-state and cross-border operations
Ready to begin? Share these details with us
Clear understanding of your sales tax obligations and risks
Actionable planning recommendations tailored to your business
Strategic guidance for multi-state and cross-border operations
Deliverables
Based on the agreed engagement scope, clients will receive:
- Sales Tax Planning & Advisory Report
- Nexus, Taxability, and Risk Assessment Summary
- Strategic Compliance & Optimization Recommendations
