We Provide Value to Your Company


Whether preparing one return per month or 20, indirect tax compliance can consume a significant amount of your company's limited indirect tax resources. Indirect tax (including sales and use, gross receipts, and transaction taxes) and associated compliance is an increasingly important task as states seek to expand registration, notice, and reporting requirements.

Our solution frees up time that could be instead focused on more valuable tasks such as refund and exposure reviews, audit defense, exemption certificate compliance, taxability research, or G/L account reconciliations.

Whether it is dealing with the consolidation of multiple data sources, manually preparing returns, populating reports to aid in general ledger account reconciliation, or handling jurisdictional notices, indirect tax compliance is often a time-consuming and tedious process. Inaccurate compliance may result in significant penalties and interest, overlooked refund opportunities, an increase in tax notices, and the potential for financial reporting issues.

Our Approach and Methodology

We leverage leading technology tools and processes in the delivery of indirect tax compliance services.

Our approach is focused on:

  • Adopting a methodology that addresses your company's objectives

  • Efficiently transitioning your company's current tax preparation obligations

  • Providing returns timely for your review and approval

  • Providing feedback on discovered data or tax compliance issues

  • Providing reports in the requisite format, including reconciling tax source data to tax payments

  • Addressing indirect tax notices in a timely manner and providing notice status via a notice tracker


We leverage our Expert Online technology to provide electronic copies of returns for your company's review and approval.