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Sales & Use Tax Consulting

Stay compliant, recover overpayments, and minimize exposure to audits with the expertise needed to navigate complex and ever-changing sales and use tax rules.

Sales & Use Tax Consulting

Stay compliant, recover overpayments, and minimize exposure to audits with the expertise needed to navigate complex and ever-changing sales and use tax rules.

What is Sales & Use Tax Consulting?

Sales and use tax consulting provides professional guidance to ensure your business properly collects, reports, and remits taxes while identifying opportunities for savings. Consultants review your tax processes, analyze transactions, and apply industry-specific knowledge to uncover risks and overpayments that might otherwise go unnoticed.
Because every state has its own rules and interpretations, even well-intentioned companies can face:

Unexpected Tax Audits

Penalties for Non-Compliance

Missed Opportunities to Claim Refunds on Overpayments

Source Advisors Sales and Use Tax Consulting Services

Managing sales and use tax across multiple states is complex, with changing rules and potential audits creating costly risks. Our team combines technical tax knowledge with hands-on industry expertise to provide comprehensive consulting services, including:

Sales & Use Tax Audit Defense

We help you prepare for and defend against state tax audits, ensuring compliance while minimizing penalties and exposure.

Refund Reviews & Recovery

Our specialists identify opportunities where your company may have overpaid sales or use tax and pursue refund claims on your behalf.

Compliance & Risk Mitigation

We provide detailed reviews of your sales and use tax processes to ensure accurate reporting, reduce risk, and strengthen internal controls.

Multi-State Consulting

For businesses operating across state lines, we navigate the complexities of varying rules and nexus requirements so you remain compliant everywhere you operate.

Our Sales & Use Tax Professionals

With over 40 years of experience, Source Advisors has built a reputation as a trusted partner for sales and use tax solutions. Trusted across industries, our team delivers proven results by reducing liabilities, defending audits, and recovering overpaid taxes.

Contact Us

Speak with a Sales & Use Tax Specialist

Whether you’re facing an audit, seeking refunds, or simply want confidence in your compliance, Source Advisors delivers the clarity and support you need.

Take control of your sales and use tax obligations and schedule a consultation.

Sales & Use Tax Consulting FAQs

What triggers a sales and use tax audit?

A sales and use tax audit is often triggered by discrepancies in reporting, filing errors, or patterns that suggest underpayment. States may also target businesses based on industry, size, or information shared through vendor or customer audits.

How can I prepare for a state sales tax audit?

Preparation begins with accurate records. Maintain detailed invoices, exemption certificates, and proof of remittances. Many companies work with consultants like Source Advisors to conduct pre-audit reviews and identify potential risks before the state auditor does.

What’s the difference between sales tax and use tax?

Sales tax is charged at the point of sale on taxable goods and services. Use tax applies when taxable items are purchased without sales tax (for example, from out-of-state vendors) but are used, stored, or consumed in your state.
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