Case Studies

State and Local Tax for a Global Marketing Company

A Comprehensive Source Advisors Case Study

How A Global Marketing Company Saved Millions Using Proactive Sales Tax Compliance Strategies

For many businesses, the 2018 Supreme Court ruling Wayfair v. South Dakota changed the landscape for sales tax remittance. And when state jurisdictions honed in on the taxation of digital products – particularly software as a service (SaaS) –  businesses scrambled for an understanding of their requirements in each state. See how Source Advisors helped this Global Marketing Company realize their State and Local Tax obligations.

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Key Milestones

The Results

Through a proactive and aggressive approach, the global marketing leader became compliant in all states, reduced liability, and established processes to ensure long-term compliance as they continued to grow.

In sum, Source Advisors helped save the company over $3M through audit defense, profit recovery, and compliance.

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Don’t leave money on the table. Contact Source Advisors to find out how our State and Local Tax Services can work wonders for your bottom line.

Discover the Source Advisors Difference

Our industry experience with state and local taxes has helped businesses claim billions of dollars in tax credits and incentives.

Source Advisors has demonstrated success in assisting many growing businesses with complicated tax issues and is able to leverage that experience to avoid common pitfalls

Our 40-year history of achieving substantial tax credit savings for clients across various industries is a testament to our commitment and expertise.

Source Advisors has a network of national accounting and sales & use tax experts. By extension, clients have access to assistance in every region regarding state, county, and local tax issues.

Our dedicated support team is readily available to guide you through every step of the process, ensuring a smooth and stress-free experience.

Our recommendations stand in full compliance with tax legislations, offering clients unmatched peace of mind.

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