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A CPA’s Basic Guide to SALT Requirements

Benjamin Kluwgant January 22, 2024

State and local taxes affect every business in Illinois in one way or another. To ensure their clients remain tax

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Karen Koch, CPA, MT March 4, 2024

Inventory identification is a crucial aspect of managing a company’s finances. It impacts your cost of goods sold (COGS), profitability,

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

Imran Syed May 20, 2024

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D Announcement 2024-24 refers to the upcoming updates that will align

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What We Do Comprehensive Sales and Use Tax Solutions

We are dedicated to helping you navigate the complex landscape of sales and use taxes, ensuring that no state tax is overpaid in all relevant jurisdictions.

Identify Exposure and Opportunities

Our journey begins with a thorough analysis of your current multi-state tax footprint. We provide you with a clear picture of your sales and use tax obligations and highlight areas where you can optimize and potentially recover overpayments.

Resolve the Identified

Once we’ve identified these exposures and opportunities, we move swiftly to rectify issues and to recover sales tax overpayments. Our team works closely with you to eliminate all exposure, mitigate the risks, and maximize any refunds.

Maintenance

The final step in our process is to ensure ongoing compliance and optimization. We provide continuous support to keep your business aligned with the ever-changing state tax landscape, ensuring long-term success with regular reviews of your tax footprint to adapt to changes in tax laws and your business operations.

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Sales and Use Tax Compliance

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Sales and Use Tax Compliance

Sales and Use Tax Recovery

Sales and Use Tax Audits

Comprehensive Nexus Analysis

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Voluntary Disclosure Agreements

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How We Can Help Nexus, Recovery, and Compliance

Discover Determine Nexus

We assess your business activities to determine where you have a tax obligation. A nexus study demystifies your state tax filing requirements. showing where you should file which taxes

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Recover Access Refund

Our analysis also focuses on uncovering any overpayments or tax incentives you may be entitled to, aiming to recover refunds and improve your bottom line.

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Mitigate Maintain Compliance

By identifying areas of exposure, we develop strategies to mitigate risks, protecting your business from unforeseen liabilities.

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Our State and Local Tax Insights

The Guide to Managing Sales Tax Exemption Certificates

Managing sales tax exemption certificates is more complex than it appears.

Read Our Guide →

Successfully Implement Your Avalara Software

Minimize errors in implementation with our Avalara implementation services.

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South Dakota V. Wayfair Inc.

In the landmark 2018 case, South Dakota v. Wayfair, the Supreme Court replaced the “physical presence” sales tax standard with the “substantial nexus” criterion.

Learn More →

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Our State and Local Tax Insights

The Guide to Managing Sales Tax Exemption Certificates

Managing sales tax exemption certificates is more complex than it appears.

Read Our Guide →

Successfully Implement Your Avalara Software

Minimize errors in implementation with our Avalara implementation services.

Learn More →

South Dakota V. Wayfair Inc.

In the landmark 2018 case, South Dakota v. Wayfair, the Supreme Court replaced the “physical presence” sales tax standard with the “substantial nexus” criterion.

Learn More →

Our Latest Insights

A CPA’s Basic Guide to SALT Requirements

LIFO vs. FIFO: Choosing the Right Inventory Identification Method

IRS Announcement 2024-24: Updated Reference Standard 90.1 for § 179D

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Sales and Use Tax

Speak with a Specialist

What We Do Comprehensive Sales and Use Tax Solutions

Identify Exposure and Opportunities

Resolve the Identified

Maintenance

How We Can Help Nexus, Recovery, and Compliance

Discover Determine Nexus

Recover Access Refund

Mitigate Maintain Compliance

Our State and Local Tax Insights

The Guide to Managing Sales Tax Exemption Certificates

Successfully Implement Your Avalara Software

South Dakota V. Wayfair Inc.

Our State and Local Tax Insights

The Guide to Managing Sales Tax Exemption Certificates

Successfully Implement Your Avalara Software

South Dakota V. Wayfair Inc.

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