Agile as a Sales Tax CPA Partner
AGILE CONSULTING GROUP
August 26, 2019
We have been partnering with CPA’s and in-house tax departments since
2005. Since that time, Agile Consulting
Group has established its reputation as a sales tax CPA partner for forward-thinking,
proactive CPA’s, in-house tax departments and CPA groups who want access to a
cost-effective, experienced and knowledgeable sales and use tax specialist.
Sales tax is a specialized niche in the world of tax and accounting. Many do not have the expertise or first-hand knowledge to feel confident in this area. A sales tax consultant
from Agile Consulting Group is always available to provide that sales tax assistance at a moment’s notice.
Are you a CPA or in-house tax department that doesn’t like dealing with
these sales tax issues? Good news, they are our specialty:
- Outsourced Sales Tax Compliance
- Sales Tax Audit Defense
- Sales Tax Nexus Studies
- Taxability Studies of Products and Services Offered
- Voluntary Disclosure Agreements (VDA’s) to Mitigate Prior Sales Tax Liabilities
- Sales and Use Tax Research
- Sales and Use Tax Reverse Audits or Recovery Reviews
Sales Tax CPA Services
Outsourced Sales Tax Compliance
Sales tax compliance is an ongoing challenge. Do you really enjoy it? Are you completing the filings correctly? Much has changed in the wake of the landmark Wayfair ruling
in 2018. CPA’s and accountants are often expected to handle this function for their clients, but many are unsure or less confident about their sales tax knowledge than other areas of their practice. A sales tax CPA partner such as Agile Consulting Group can fill that gap. Consult with us about how best to advise your clients or allow us to interface with them directly. We can provide as much or as little support and assistance as you feel you need.
Sales Tax Audit Defense
If a company does not have an in-house tax team, their first call upon
receiving a sales tax audit notification is often to their CPA. While CPA’s are expected to handle such
audits, and many are quite capable of doing so, this is not the major focus of
their practice. Partnering with a sales
tax consultant can benefit both the CPA and the client by achieving better,
faster results. Even for companies that
have an in-house tax function, finding external assistance to help them through
a sales tax audit enables the in-house team to focus on higher level
initiatives and other areas of tax that best leverage their expertise.
Sales Tax Nexus Studies
Sales tax nexus has been a hot topic in the news as companies work to
comply with the post-Wayfair nexus rules.
Gone are the days when physical presence was the sole determinant for
sales tax nexus. Now, both the dollars
generated and the quantity of transactions within a state need to be
analyzed. States continue to adapt and
change their requirements as well.
Regardless, a sales tax nexus study is often the first step in analyzing
sales tax compliance requirements. A CPA
or in-house tax department can benefit by partnering with a sales tax expert
who can advise you of the most current and up-to-date guidelines relating to
sales tax nexus.
Taxability Studies of Products and Services Offered
Sales and use tax laws change. Companies’
product and service offerings change.
These are great occasions to initiate a taxability study. Allow a sales tax expert to guide you by
analyzing law changes, and specific product and service offerings to ensure
operations are collecting sales taxes appropriately. We will provide a custom-developed taxability
matrix, or cheat sheet, complete with citations to support all taxable and
non-taxable designations. A sales tax CPA partner,
such as Agile Consulting Group, can help you and your clients get up-to-speed
quickly.
Voluntary Disclosure Agreements (VDA’s) to Mitigate Prior Sales Tax Liabilities
You can find more in-depth writing about the ways a sales tax consultant can assist with VDA’s here . To summarize, VDA’s are the best way to disclose prior errors in sales tax compliance. Each state has unique and specific requirements to do so. Choose an experienced sales tax CPA partner upfront or you may find problems and stumbling blocks along the way.
Sales and Use Tax Research
Entering in to a new state or line of business? Have a specific question about a large dollar
purchase? Have a sales tax consultant
weigh in on the sales and use tax implications first. We will write up our analysis in a
user-friendly format that cuts through the tax jargon, buzzwords and minutia so
you can quickly and easily understand the sales tax implications.
Sales and Use Tax Reverse Audits or Recovery Reviews
When prompted, most in-house tax department and CPA’s initial thought about where a sales tax consultant can assist would likely be in a sales and use tax reverse audit, or what we here at Agile Consulting Group refer to as a recovery review. These reviews can be done at any time and are an excellent way to make sure you are maximizing the benefit of exemptions available, while at the same time gaining valuable feedback about the strengths and weaknesses of current sales and use tax systems and procedures. Recover refunds while gaining knowledge. It’s the ultimate win-win!
Sales Tax CPA Services at Agile Consulting Group
Remember, sales and use tax is driven by small details and nuances. We strive to identify those and share our expertise in a practical and accessible manner. Additional advice from an Agile Consulting Group sales tax consultant can be found on our pages summarizing each state’s relevant
sales and use tax exemptions .
If you have questions, comments or would like to discuss the specific circumstances you are encountering in regard to any sales and use tax issue, please contact an Agile Consulting Group sales tax consultant at (888) 350-4TAX (4829) or via email at info@salesandusetax.com.
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