Achieve More for Your Clients
If you or your client has a question about sales and use tax, our expertise is available as a resource to your firm. We enable you to add further value to your clients in this area without needing to possess the expertise internally. Â
We can also manage sales tax compliance (filing returns and remitting sales tax) to the states so you or your clients do not need to take on the administrative burden. Â
Whether you are looking to grow your sales tax practice or you are seeking advice on a case-by-case basis, Source Advisors can step in as a resource to bridge any gaps that may arise. Â
We are a resource for all sales and use tax issues and are industry agnostic. Our service offerings include:Â Â
Whether your firm offers some, all, or none of these services – in the event that the need arises, we are always ready to assist.Â
ConsultingÂ
We are also able to step in and assist with highly technical and specialized issues that arise that go beyond the scope of the sales tax software solution’s offering. This can include deeper dives into nexus and taxability statuses, historical liability clean up, and other niche services. Â
Implementation Â
We work with many sales tax software solutions and have developed expertise and familiarity with their systems to enable us to ensure a successful implementation and automated compliance process. Whether you’re an existing user or considering such a solution for the first time, we encourage you to reach out to our team for guidance.Â
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