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VDA

A Voluntary Disclosure Agreement (“VDA”) is an effective tool for businesses that have fallen behind in collecting sales tax in states they should have, collected sales tax but failed to remit it, or discovered past sales tax liabilities in a state(s). By entering into a VDA with a state(s) your company can pay past liabilities to become compliant, eliminate excessive lookback periods, reduce or eliminate civil and criminal penalties and sometimes even interest. At Sales Tax Helper, our team of lawyers, CPAs and former sales tax auditors has developed tools and tailored solutions for businesses of all sizes and has extensive experience handling VDAs nationwide.

Why Enter Into a VDA

Wayfair Laws – Most states have enacted Wayfair laws in 2019 & 2020. With 3- or 4-year audit cycles, states have been aggressively auditing out of state companies. Entering into a VDA can significantly reduce the risk of a sales tax audit for your business.

More Aggressive Tax Positions – On audit, states often take aggressive positions on questionable transactions. VDAs allow your business to call the shots, disclose the correct amount of tax, and significantly reduce audit risk.

Significant Tax Savings – VDAs reduce tax liability but creating a limited lookback period and taxes beyond that period are forgiven. Most states also offer penalty and interest savings which increases savings.

Tax Collected Not Remitted – Most states’ VDA programs allow for the disclosure of taxes collected but not remitted, which results in large penalty savings and negates criminal liability.

Choose the Right Level of HELP for Your Needs

We understand that every business is unique, which is why we offer flexible tiers of service designed to match your specific sales tax Voluntary Disclosure Agreement (VDA) needs. Whether you’re a small startup handling taxes on your own or a large multi-state enterprise needing a tailored solution, our service levels ensure you get the exact amount of support you require.

1. DIY (Do-It-Yourself) Tools

Ideal For:

Businesses with sales up to $1M
Operating in 1 state

Why DIY?

Perfect for small businesses or businesses wanting to take control of sales tax with expert-designed tools and resources.

What You Get:

Access to expert-designed resources: Comprehensive VDA forms library, instructional videos, and detailed guides.
Form completion: Complete the applicable state forms using our library.
Direct filing: Finalize, download, and file the VDA form directly with the state.
Review & finalize agreements: Review and finalize the VDA agreement with the state.
Liability disclosure & payment: Disclose your liability, file any necessary returns, and pay the liability (optionally using our Sales Tax Return Service).

2. Guided Support

Ideal For:

Businesses with sales of $1M–$3M
Operating in up to 3 states

Why Guided?

Best for businesses that can handle the VDA process but want occasional support from seasoned professionals to answer questions and provide guidance.

What You Get:

Access to expert-designed tools: Same comprehensive library of forms, videos, and guides.
Form preparation & review: Complete the forms yourself, then have them reviewed by our sales tax professionals.
Direct filing: Finalize, download, and file the VDA form with the state independently.
Agreement review: Upload your VDA agreement to receive tailored advice and finalize details with the state.
Liability disclosure & payment: Disclose your liability, file necessary returns, and handle payments directly with the state.

3. Fully Managed Services

Ideal For:

Businesses with sales of $3M–$5M
Operating in 3–5 states

Why Fully Managed?

Designed for businesses seeking an end-to-end solution, allowing them to focus on what they do best while our experienced team handles the entire VDA process.

What You Get:

Full access to all DIY tools: Still benefit from our instructional videos and guides.
Expert consultation: Discuss your unique situation with our sales tax professionals.
Form preparation & submission: We prepare and file all necessary forms after your review.
Communication & negotiation: We handle all communication with state revenue agencies, including negotiations and correspondence.
Agreement handling: We receive, review, and file the VDA agreement on your behalf.
Liability disclosure & returns: Our team manages disclosures, files any required returns or registrations, and coordinates payments or payment plans with states.

4. Enterprise

Ideal For:

Businesses with sales of $5M+
Operating in 5+ states
Complex industries or nationwide reach

Why Enterprise?

Built for larger or more complex operations that need a customized approach. We leverage economies of scale to handle dozens of states simultaneously, and can bundle VDA with other tax services for cost savings.

What You Get:

Tailored strategy: Develop a comprehensive plan to address multi-state (or nationwide) compliance and reduce exposure.
Dedicated expert team: Work with our sales professionals to tackle intricate or high-volume obligations.
Form preparation & submission: We prepare all necessary forms for your approval, then handle filing with revenue agencies.
Ongoing communication: We manage all negotiations, correspondence, and finalize VDA agreements with each state.
Liability disclosure & payment: We handle disclosures, registration filings, payment coordination, and provide any additional state-specific support required.

How Our VDA Programs Work

Regardless of which tier you choose, our process is simple and tailored to your business’s needs. Unlike competitors who offer a one-size-fits-all approach, we provide flexible involvement to ensure your sales tax issues are addressed efficiently.

1. Discovery & Planning

Determine the level of assistance you need: DIY, Guided, Managed, or Enterprise.

2. Resource Access

All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides.

3. Preparation & Filing

Depending on your tier, you can either complete forms yourself (DIY/Guided) or let our team handle it (Managed/Enterprise).

4. Review & Finalization

For Guided: We offer professional reviews and advice.
For Managed or Enterprise: We take care of negotiations, correspondence, and filing the VDA agreements with states.

5. Disclosure & Payment

Disclose your liability, file the necessary returns, pay any outstanding taxes, and coordinate payment plans if needed.
Our team can handle it all for you or provide support when you need it.

Nexus Study

As part of our comprehensive suite of sales tax solutions, Sales Tax Helper provides a detailed Nexus Study Service to help your multi-state business. One of the most challenging and surprising issues for a growing business is determining where it has sales tax nexus, which can ultimately create a sales tax problem. In short, if a company has sales tax nexus (physical or based on economic activity / sales) it has an obligation to collect and remit sales tax. Without a clear understanding of these obligations, your business can put itself at risk for back taxes, penalties, and interest.

Sales Tax Helper’s Nexus Study Services are designed to help businesses navigate and adhere to sales tax complexity with confidence and accuracy. Our Nexus Study Service analyzes and determines where your company has nexus, when nexus was established, and determine whether certain transactions are taxable. Armed with the proper information, we help your company remedy any past liability and/or ensure prospective sales tax compliance.

Why Seek Profession Sales Tax Nexus Study Services?

Minimize Noncompliance Risks – Determining where your business has sales tax collection obligations can be an incredibly complicated and tedious process. Further, making the smallest mistake can result in huge liabilities, reporting requirements, not to mention penalties and interest. Reviewing your business activities can help minimize and reduce that risk.
Save Time and Reduce Administrative Burdens: Reviewing your business activity involves gathering, analyzing, and understanding a tremendous amount of data. Our tools and our team of national sales tax professionals can help you by simplifying the complicated and streamline the process which saves your business time and money.
Access to Specialized Tools & Knowledge: Ascertaining where your business may have sales tax obligations and gaps requires an in-depth understanding of complex sales tax laws and rules. Our goal is to give you the information to provide a big picture review of your business both past and present to make the best decisions for your business.
Improve Compliance Strategy: Not only does a nexus study identify and highlight sales tax gaps and issues, but our goal is also to provide you with actionable insights to improve your prospective and backward-looking compliance strategies. Instead of a one size fits all approach, we provide practical solutions and options and let you decide what is the best path for your business with the assistance of our sales tax expertise.

Choose the Right Level of HELP for Your Needs

Our nexus study services are specifically designed to meet the unique needs of your business from a sales tax perspective. Regardless of whether you want to handle it on your own, if you need to be pointed in the right direction or if you want us to do it for you, our flexible service gives you options and we meet you where your business is at.

1. DIY (Do-It-Yourself) Tools

Ideal For:

Businesses with up to $1MM in annual revenue

Why DIY?

Our DIY tier empowers your business to take control of its own sales tax obligations by using our tools designed by experienced sales tax professionals. This level is perfect for startups or companies that prefer a hands-on approach while benefitting from and utilizing our tools, forms, guides, and explainer videos to solve their sales tax problems in-house.

What You Get:

Access to expert-designed resources: Comprehensive nexus study library, instructional videos, and detailed guides.
Information Access: Our tools provide links to state-specific guides and resources to help validate your determinations.
Prospective Recommendation: As part of our DIY Nexus Study service, we provide you with a cost benefit analysis, which helps shape your decision as to whether you should pursue a VDA or simply file back returns.

2. Sales Tax Guided Help

Ideal For:

Businesses with annual sales of $1M - $3M

Why Guided Nexus Study Service?

If you are the type of business that wants to take a hands-on approach but seeks a sales tax lawyer, CPA, or other professional in your corner to bounce questions off and review your work, our guided solution is the right tier for you. Our Guided Nexus Study service empowers you to evaluate your sales tax nexus status for your growing business while providing access to our sales tax team.

What You Get:

Access to expert-designed tools: Full access to our DIY library of forms, videos, and guides.
Expert Consultation: Discuss your unique situation with our team of sales tax lawyers, CPAs, or sales tax professionals. We help you through any confusion and check your work to make sure nothing obvious is missed.
Expert Recommendation : Following our review of your unique recommendation, our team will validate your determinations and provide you with a cost-benefit analysis to assist you in deciding the next steps on your sales tax journey.

3. Fully Managed Helper

Ideal For:

Businesses with annual sales of $3 MM - $5 MM.

Why Fully Managed Nexus Study Services?

Our managed Nexus Study Service is designed for businesses that need a dedicated team of sales tax professionals to oversee their nexus complexities from start to finish. If your business just wants to outsource your nexus study or you have an established business in multiple jurisdictions, our team does it all for you. Provide us with the data, and our sales tax team handles the rest.

What You Get

Access to expert-designed tools: Still benefit from comprehensive library of forms, videos, and guides.
Expert Consultation: Ongoing consultations with our sales tax professionals to address complex nexus triggers and work through the nuances of your business.
Detailed Nexus Report: We provide a comprehensive nexus report that identifies where your business has obligations and outlines next steps. If you require voluntary disclosures, registrations and/or ongoing sales tax returns, Sales Tax Helper provides these services as well.
Advantages of Our Fully Managed Nexus Study Service Include:

Limit Distractions: Professional assistance manages the nexus study process, letting you focus on running your business.
Reduced Administrative Burden: Managing nexus obligations in multiple states can overwhelm your internal team. By outsourcing this function to us, you free up valuable time and resources, allowing your staff to focus on core business activities.
Avoid Costly Mistakes: Misinterpreting nexus rules or overlooking certain transactions can result in costly penalties, back taxes, and interest. Our experienced team minimizes these risks by ensuring accurate and thorough nexus assessments.
Peace of Mind: With our Fully Managed Nexus Study Service, you can rest assured that your business is meeting its nexus obligations in every applicable jurisdiction. Our expert team handles the heavy lifting, giving you the confidence to focus on growing your business without worrying about compliance risks.

4. Enterprise Nexus Study Solution

Ideal For:

Businesses with annual sales over $5 MM
Complex industry issues

Why Enterprise Nexus Study Services?

Our Enterprise Nexus Solution is designed for businesses with complex, multi-jurisdictional operations, and unique industry challenges. This tier provides a fully customized approach to nexus determination, compliance strategy, and ongoing support.

What You Get:

Customized Compliance Plan: We create a detailed, tailored strategy to address your unique nexus challenges across multiple jurisdictions.
Dedicated Expert Team: Our sales tax professionals, including CPAs and former state auditors, provide ongoing support and insight into your nexus obligations.
Nexus Report and Action Plan: We provide a comprehensive nexus report along with a step-by-step action plan to ensure your business remains compliant.

By choosing the right level of help, you ensure your business remains compliant without overburdening your internal team. Our DIY, Guided, Managed, and Enterprise Nexus Study solutions provide you with the flexibility and support you need to confidently manage your nexus obligations.

If you require additional consulting services, voluntary disclosure services, registration or returns assistance, Sales Tax Helper can help you with those as well!

Sales Tax Audit

A sales tax audit can be overwhelming, but with the right tools and professional support, you can navigate the process confidently. Whether you need self-help resources or full-service representation, Sales Tax Helper has a solution tailored to your business.

What to Expect During a Sales Tax Audit?

Initial Planning and Communication - The sales tax audit process starts with a meeting where the auditor explains the scope, timeline, objectives, as well as requests initial documents. It is critical to get the audit off on the right foot with professional assistance by organizing the proper information, knowing the results of that information and accurately answering any questions from the auditor.
Document Request and Review: The state auditor will request specific records, such as financial statements, tax documents, or source sales data. Overproviding unnecessary records is the most common issue we see on sales tax audits and can create larger issues such as sales tax collected but not remitted.
Fieldwork or On-Site Analysis: Sales Tax Auditors may visit your office to observe operations, interview staff, and verify documentation. Having proper information is incredibly valuable and can help move the audit offsite, respond with effective communication, and formulate accurate responses.
Preliminary Findings and Feedback: After the fieldwork, auditors may provide initial feedback or raise questions. Having expert information and support can effectively negate the auditor’s findings and keep the audit manageable for your business.
Final Report and Recommendations: The audit concludes with a detailed report outlining findings, potential issues, and actionable recommendations. Responding effectively can save significant time and money for your business.

Choose the Right Level of HELP for Your Needs

Our audit programs are customized to fit your business’s specific needs. Unlike our competitors, who take a one-size-fits-all approach, businesses come in all shapes, sizes, complexity and levels of service needs. Our goal is to have as much or as little involvement with resolving your sales tax issues. We provide flexible tiers of service to ensure your business gets the exact level of help required:

1. DIY (Do-It-Yourself) Tools

Ideal For:

Businesses with up to $1MM in annual revenue
Audit in 1 state / jurisdiction

Why DIY?

Perfect for small businesses and startups that want to take control of sales tax with expert-designed resources. Our DIY audit tools include access to our help guides, forms library, explainer videos and documents so that you can efficiently handle your company’s sales tax audit journey independently. Having the right information can save your business time and money.

What You Get:

Access to expert-designed resources: Comprehensive audit forms library, instructional videos, and detailed guides.
Audit Calculators: Helps you determine liability, problem areas for your business, and assists you in providing documentation in the most favorable light
State Audit Manuals: Many states have audit manuals. If you can predict the state’s moves, you can respond more effectively.
Audit Correspondence: Your team handles all correspondence and communications with the auditor with the assistance of our tools

2. Sales Tax Guided Help -

Ideal For:

Businesses with annual sales of $1M - $3M
Audits in up to 3 jurisdictions

Why Guided Audit Service?

Perhaps you are not comfortable handling the sales tax audit journey alone and need just a little expert assistance along the way. Our guided approach is designed for those that want to handle the audit process but have a team of experts to assist and answer questions as they arise The guided solution is ideal for growing businesses needing occasional expert advice and support to address specific sales tax challenges.

What You Get:

Access to expert-designed tools: Comprehensive DIY library of forms, videos, and guides.
Expert Assistance: Discuss your unique situation with our team of sales tax lawyers, CPAs or sales tax professionals
Document Review : Submit your records and our team prepares and discusses a customized audit response plan to implement with you along with estimated exposure
Correspondence with the Auditor: Following your review our team handles all communications with the state revenue agency, including any negotiations, form filing, and correspondence.
Audit Report Issued: Our team works with you to reduce any liabilities or exposure areas found by the auditor.

3. Fully Managed Helper

Ideal For:

Businesses with annual sales of $3 MM - $5 MM.
Audits in over 5 jurisdictions.

Why Fully Managed Audit Help Services?

Designed for businesses that just want our experienced team to handle the audit process for them from start to finish. Our managed solution ideal for those that want to focus on their business while we focus on the audit project. Using our fully managed solution, we work with your team to strategize and discuss a comprehensive audit plan, implement the plan, and handle all communications with the auditor, while you do what you do best – your business.

What You Get

Access to expert-designed tools: Still benefit from comprehensive library of forms, videos, and guides.
Expert Consultation: Consult with our team of sales tax lawyers, CPAs and other sales tax professionals about your sales tax audit
Communication & negotiation: We handle all communication with state revenue agencies, including negotiations and correspondence.
Advantages of our Fully Managed Audit Service Include:

Limit Distractions: Professional assistance manages auditor interactions, letting you focus on running your business.
Avoid Overproviding Records: Knowing what to share prevents inflated liabilities from unnecessary disclosures.
Professional Advocacy: Expert framing of issues reduces audit exposure and improve outcomes.
Sales Tax Audit Expertise: Our team’s experience with audits, appeals, and litigation ensures informed, strategic handling of your case.
Tax Collected, Not Remitted: Proper handling of collected but unpaid taxes avoids serious legal and even criminal complications.
Significant Savings: Our expertise saves time and money by providing accurate documentation, strategic communication, and zealous advocacy.

4. Enterprise Audit Solution

Ideal For:

Businesses with annual sales over $5 MM
Audits in over 5 jurisdictions
Complex industry issues

Why Enterprise Audit Services?

We have decades of experience handling complex audits for businesses of different sizes and industries. For larger businesses, businesses in complex industries, or nationwide companies, our traditional tiers may not be the best fit. Unlike our competitors, who use a one-size-fits all, cookie-cutter approach, our Enterprise solution offers a comprehensive plan for the intricacies of your business. If you have audits in multiple states or ongoing audit needs for your business, the enterprise solution is likely the answer for you.

What You Get:

Tailored strategy: Develop a comprehensive plan to address complex audit issues surrounding your unique business
Dedicated expert team: Work with our sales tax professionals, including lawyers and CPAs, to tackle intricate or high-volume obligations.
Ongoing communication: We manage all negotiations, correspondence, and meetings with the state sales tax auditor.
Audit Report: Following the issuance of the audit report, we work with your team to prepare and submit an effective response to the auditor to reduce the liability.

How Our Sales Tax Audit Programs Work

1. Discovery & Planning

Determine the level of assistance you need: DIY, Guided, Managed, or Enterprise.

2. Resource Access

All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides.

3. Document Submission, Preaudit, and Strategy

Depending on your tier, you utilize our forms, guides and calculators (DIY), submit your documentation to our team to develop a response plan that you can implement (Guided) or that we can handle for you (Managed/Enterprise).

4. Document Submission and Correspondence

For Guided: We offer professional reviews and advice.
For Managed or Enterprise: We take care of negotiations, correspondence, and submitting the documents with the states. We should know the likely outcome of the submission before the auditor does.

5. Audit Report Issued

Once the state makes its preliminary findings, an audit report is typically issued.
As part of our DIY and Guided Services, you can utilize our tools to respond appropriately. Under our Managed and Guided solutions, Our team collaborates with you to reduce liability.
Our team can handle it all for you or provide support when you need it.

Sales Tax Appeal

Receiving a sales tax bill, assessment, or deficiency letter from a state revenue agency is not the end of the line. In fact, if your business is armed with the right tools and professional assistance, the liability can be significantly reduced or even fully eliminated. Whether you want to take on the assessment battle using our Do-it-Yourself resources or if you need our full service representation, Sales Tax Helper has an appeals solution to fit the needs of your business.

What to Expect During a Sales Tax Appeal?

Receiving the Assessment - The sales tax appeal process begins with receiving the assessment, which has a variety of names across the states (e.g. Notice of Assessment, Notice of Deficiency). The assessment lays out the amount of tax, penalty and interest due and more importantly, sets the deadline to appeal, which must strictly be adhered to.
Deciding to Appeal: Appealing a sales tax assessment can result in far more favorable outcomes than attempting to resolve the case on audit. During the appeal, states can consider broader criteria and it can be worth appealing an assessment purely to reduce penalties or secure payment plans.
Filing the Appeal Document: Properly filing the correct appeal document in the right place is crucial. Our form library includes state-specific forms and custom generated templates which serves as the baseline for your appeal. Using our form, the business presents factual, documentational, or legal arguments yourself, with our assistance, or we can do it for you.
Appeals Conference: Most states allow for an informal conference to discuss the appeal. If you are handling this yourself, it is important to have an organized presentation and plan to present your case effectively along with any relevant documentation. Of course, if we are handling it, we will work with your team to ensure the proper positions are professionally advocated.
Final Decision: After the conference, there’s often one last opportunity to provide additional support for liability reduction. At the conclusion, the final decision may eliminate, partially reduce, or sustain it entirely. The decision also triggers the opportunity to further appeal or proceed to sales tax litigation, within strict deadlines outlines within the notice.

Choose the Right Level of HELP for Your Needs

Our appeal services are specifically designed to meet the uniqueness of your business and sales tax situation. Unlike our competitors, who take a one-size-fits-all approach, businesses come in all shapes, sizes, complexity and we meet you where you are at. Whether you require full-service representation, guided assistance, or tools to handle the process yourself, our flexible service tiers ensure you receive the precise level of support necessary to resolve your sales tax issues effectively:

1. DIY (Do-It-Yourself) Tools

Ideal For:

Businesses with up to $1MM in annual revenue
Appeal in 1 state / jurisdiction

Why DIY?

Perfect for small businesses and startups that want to take control of sales tax with expert-designed resources. Our DIY appeal tools include access to our help guides, forms library, explainer videos and documents so that you can efficiently handle your company’s sales tax appeals journey independently. Having the right information can save your business time and money.

What You Get:

Access to expert-designed resources: Comprehensive appeal forms library, instructional videos, and detailed guides.
Appeal Forms: Helps you determine the correct form to use, where and how to file it which ensures your rights are preserved to fight your sales tax case.
Appeals Correspondence: Your team handles all correspondence and communications with the state with the assistance of our tools. You will be responsible for filing the appeal form and attending the appeals conference.

2. Sales Tax Guided Help -

Ideal For:

Businesses with annual sales of $1M - $3M
Appeals in up to 3 jurisdictions

Why Guided Appeals Service?

If you are not comfortable handling the sales tax appeals journey alone and need just a little expert assistance along the way, our guided approach is designed for those that want to handle the appeals process but have a team of experts to assist and answer questions along the way. The guided solution is Ideal for growing businesses needing occasional expert advice and support to address specific sales tax challenges.

What You Get:

Access to expert-designed tools: All DIY library of forms, videos, and guides.
Expert Assistance: Discuss your unique situation with our team of sales tax lawyers, CPAs or sales tax professionals. We help you develop your arguments and suggest what arguments could be made.
Document Review : Submit your records and appeal form and get review and feedback from our team of sales tax experts, who are experienced sales tax lawyers, CPAs, and former state auditors.
Conference Coaching: We can assist with preparing you for the conference, outlining how they go, and making your more comfortable to be an effective advocate for your business.
Correspondence with the Appeal: Following our review your team handles all communications with the state revenue agency, including any negotiations, form filing and correspondence.
Final Decision Issued: Our team works with you to discuss next steps in case the appeal did not produce adequate results.

3. Fully Managed Helper

Ideal For:

Businesses with annual sales of $3 MM - $5 MM.
Appeals in over 5 jurisdictions.

Why Fully Managed Appeals Help Services?

Designed for businesses that just want our experienced team to the handle the appeals process for them from start to finish. Our managed solution is the perfect solution for those that want to focus on their business while we focus on the appeal. Using our fully managed solution, we work with your team to strategize and discuss a comprehensive appeals plan, implement the plan, and handle all communications with the state, while you do what you do best – your business.

What You Get

Access to expert-designed tools: Still benefit from comprehensive library of forms, videos, and guides.
Expert Consultation: Consult with our team of sales tax lawyers, CPAs and other sales tax professionals about your sales tax appeal
Communication & Negotiation: We handle all communication with state revenue agencies, including negotiations and correspondence.
Advantages of our Fully Managed Appeal Service Include:

Limit Distractions: Professional assistance manages the appeals process including interactions with the agency, letting you focus on running your business.
Avoid Overproviding Records: Knowing what to share prevents inflated liabilities from unnecessary disclosures.
Professional Advocacy: Expert framing of issues reduces sales tax assessments, penalties and interest.
Sales Tax Appeals Expertise: Our team’s experience with audits, appeals, and litigation ensures informed, strategic handling of your case.
Tax Collected, Not Remitted: Proper handling of collected but unpaid taxes avoids serious legal and even criminal complications.
Significant Savings: Our expertise saves time and money by providing accurate documentation, strategic communication, and zealous advocacy.

4. Enterprise Appeals Solution

Ideal For:

Businesses with annual sales over $5 MM
Appeals in over 5 jurisdictions
Complex industry issues

Why Enterprise Appeals Services?

We have decades of experience handling complex appeals for businesses of different sizes and industries. For larger businesses, businesses in complex industries, or nationwide companies, our traditional tiers may not be the best fit. Unlike our competitors, who use a one-size-fits all, cookie cutter approach, our Enterprise solution offers comprehensive plan for the intricacies of your business. If you have appeals in multiple states or ongoing appeal needs for your business, the enterprise solution is likely the answer for you.

What You Get:

Tailored strategy: Develop a comprehensive plan to address complex appeal issues surrounding your unique business
Dedicated expert team: Work with our sales tax professionals, including lawyers and CPAs, to tackle intricate or high-volume obligations.
Ongoing communication: We manage all negotiations, correspondence, and meetings with the state sales tax agency.
Final Decision: Following the issuance of the decision, we work with your team to prepare a strategy to effectively manage and respond to the notice in a timely fashion.

How Our Sales Tax Appeals Programs Work

1. Discovery & Planning

Determine the level of assistance you need: DIY, Guided, Managed, or Enterprise.

2. Resource Access

All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides.

3. Document Submission, Review, and Strategy

Depending on your tier, you utilize our forms, guides and calculators (DIY), submit your documentation to our team to develop an appeal form with arguments that you can file and present (Guided) or that we can handle for you (Managed/Enterprise).

4. Document Submission and Correspondence

For Guided: We offer professional reviews and advice.
For Managed or Enterprise: We take care of negotiations, correspondence, and submitting the documents with the states. We should know the likely outcome of the submission before the states does.

5. Final Decision Issued

Once the state makes its decision on your appeal, a final decision is typically issued
As part of our DIY and Guided Services, you can utilize our tools to respond appropriately. Under our Managed and Guided solutions, we work with you to start working to reduce the liability by filing a sales tax litigation case.
Our team can handle it all for you or provide support when you need it.

Sales Tax Litigation

You have been through the state’s sales tax informal appeals process or you have a final assessment for sales tax due. However, you can still fight the assessment by formally challenging it through formal appeals in state administrative or tax court. Whether you elect to arm yourself with the right sales tax tools or directly utilize our team of experts, Sales Tax Helper can help you by providing the proper solution to meet the needs of your business.

Why to Expect During Sales Tax Litigation?

Receiving the Final Determination - The sales tax litigation process begins with receiving the final appealable assessment, which has a variety of names across the states (e.g. Notice of Final Assessment, Notice of Redetermination, Notice of Decision). The final determination lays out the amount of tax, penalty and interest due and more importantly, sets the deadline to appeal, which must strictly be adhered to.
Deciding to Appeal: Litigating a sales tax determination can result in far more favorable outcomes than attempting to resolve the case on audit, or through the informal agency appeal process. During litigation, states can consider broader criteria, including hazards of litigation, and it can be worth formally appealing the liability to administrative or tax court purely to reduce penalties or secure payment plans.
Filing the Petition/Form : Properly filing the correct litigation document (e.g. Petition or Complaint) in the right place is crucial. Our form library includes state-specific forms and custom generated templates which allows you the option to present factual, documentational, or legal arguments yourself, with assistance from our experts or you can have us do it for you. It is also important to consider if the state has a “pay-to-play” requirement.
Discovery: Following the filing, the case resembles a typical court case in many states, with more relaxed rules. During the discovery process written discovery can be exchanged, depositions taken, and prehearing documents filed. While it can be done on your own, having a sales tax expert review your strategy, or handle it for you completely can often be worthwhile.
Litigation Hearing / Trial: If the case cannot get resolved, it proceeds to final hearing, which is similar to an informal trial/hearing. In most states, each party presents its case through documentational evidence and witnesses. Having an experienced sales tax professional in your corner can drastically change the outcome of your case.
Final Ruling: After the trial, most states request proposed rulings filed by each side. After review the hearing officer or administrative judge renders a decision that is commonly comprised of factual findings and legal conclusion. In short, the fulling may eliminate, partially reduce, or sustain it entirely. The decision also triggers the opportunity to further appeal or proceed to sales tax litigation in traditional judicial court, within strict deadlines outlines within the notice.

Choose the Right Level of HELP for Your Needs

Our litigation services are customized to meet the specific needs of your business and sales tax situation. Recognizing that businesses vary drastically in size, structure, and complexity, our tiered service levels are designed by sales tax professionals to meet you where you are. Whether you require fully managed and comprehensive representation, guided assistance, or self service tools to manage the process without a sales tax professional, our flexible service tiers ensure you receive the precise level of support necessary to resolve your sales tax issues effectively:

1. DIY (Do-It-Yourself) Tools

Ideal For:

Businesses with up to $1MM in annual revenue
Litigation in 1 state / jurisdiction

Why DIY?

Ideal for small businesses or businesses that want to take control of sales tax with expert-designed resources to help you navigate your sales tax journey independently. With access to our help guides, forms library, explainer videos and documents so that you can efficiently handle your company’s sales tax litigation journey independently. Having the right information can save your business time and money.

What You Get:

Access to expert-designed resources: Comprehensive litigation forms library, instructional videos, and detailed guides.
Litigation Forms: Helps you determine the correct form to use, where and how to file it which ensures your rights are preserved to fight your sales tax case.
Litigation Correspondence: Your team handles all correspondence and communications with the state with the assistance of our tools. You will be responsible for filing the form/petition form and attending any hearings.

2. Sales Tax Guided Help -

Ideal For:

Businesses with annual sales of $1M - $3M
Litigation in up to 3 jurisdictions

Why Guided Litigation Service?

If you prefer doing some of the lifting but need just a little professional assistance on your sales tax litigation journey, our guided approach can be a worthwhile alternative. Designed for growing business that want to manage the process themselves, but benefit from having that sales tax pro to provide support and answer questions along the way.

What You Get:

Access to expert-designed tools: All DIY library of forms, videos, and guides.
Expert Assistance: Discuss your unique situation with our team of sales tax lawyers, CPAs or sales tax professionals. We help you develop your arguments and suggest what arguments could be made as part of your litigation case.
Document Review : Submit your records and litigation form and get review and feedback from our team of sales tax experts, who are experienced sales tax lawyers, CPAs, and former state auditors.
Conference Coaching: We can assist with preparing you for the hearing, outlining how they go, and making you more comfortable to be an effective advocate for your business.
Correspondence with the State: Following our review your team handles all communications with the state revenue agency, including any negotiations, form filing and correspondence.
Final Decision Issued: Our team works with you to discuss next steps in case the litigation did not produce adequate results.

3. Fully Managed Helper

Ideal For:

Businesses with annual sales of $3 MM - $5 MM.
Litigation in over 5 jurisdictions.

Why Fully Managed Litigation Help Services?

Our fully managed solution was created for businesses that prefer to leave the entire process in the hands of our sales tax lawyers and CPAs. With this comprehensive service, we collaborate with your team to strategize a comprehensive litigation plan, execute it seamlessly, and manage all communications with the state, while you do what you do best – your business.

What You Get

Access to expert-designed tools: Still benefit from comprehensive library of forms, videos, and guides.
Expert Consultation: Consult with our team of sales tax lawyers, CPAs and other sales tax professionals about your sales tax litigation
Communication & Negotiation: We handle all communication with state revenue agencies, including negotiations and correspondence.
Advantages of our Fully Managed Litigation Service Include:

Limit Distractions: Professional assistance manages the litigation process including interactions with the agency, letting you focus on running your business.
Professional Advocacy: Expert framing of issues reduces sales tax assessments, penalties and interest.
Sales Tax Litigation Expertise: Our team’s experience with audits, appeals, and litigation ensures informed, strategic handling of your case
Tax Collected, Not Remitted: Proper handling of collected but unpaid taxes avoids serious legal and even criminal complications.
Significant Savings: Our expertise saves time and money by providing accurate documentation, strategic communication, and zealous advocacy.

4.Enterprise Litigation Solution

Ideal For:

Businesses with annual sales over $5 MM
Litigation in over 5 jurisdictions
Complex industry issues

Why Enterprise Litigation Services?

With decades of experience managing complex sales tax litigation across a wide range of industries and business sizes, we understand that larger businesses, companies in highly regulated sectors, or those operating nationwide often require more customized support. Our Enterprise Solution is specifically designed to address these unique needs. Unlike competitors who rely on a one-size-fits-all approach, we provide a tailored, comprehensive plan that considers the specific complexities of your business..

What You Get:

Tailored strategy: Develop a comprehensive plan to address complex litigation issues surrounding your unique business
Dedicated expert team: Work with our sales tax professionals, including lawyers and CPAs, to tackle intricate or high-volume obligations.
Ongoing communication: We manage all negotiations, correspondence, and meetings with the state sales tax agency.
Final Decision: Following the issuance of the decision, we work with your team to prepare a strategy to effectively manage and respond to the notice in a timely fashion.

How Our Sales Tax Litigation Programs Work

1. Discovery & Planning

Determine the level of assistance you need: DIY, Guided, Managed, or Enterprise

2. Resource Access

All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides.

3. Document Submission, Review, and Strategy

Depending on your tier, you utilize our forms, guides and calculators (DIY), submit your documentation to our team to develop a litigation form with arguments that you can file and present (Guided) or that we can handle for you (Managed/Enterprise).

4. Document Submission and Correspondence

For Guided: We offer professional reviews and advice.
For Managed or Enterprise: We take care of negotiations, correspondence, and submitting the documents with the states. We should know the likely outcome of the submission before the states does.

5. Final Decision Issued

Once the state makes its decision on your litigation, a final decision is typically issued.
As part of our DIY and Guided Services, you can utilize our tools to respond appropriately. Under our Managed and Guided solutions, we work with you to start working to reduce the liability by filing a sales tax litigation case.
Our team can handle it all for you or provide support when you need it.

Sales Tax Registration

Understanding where and how to register for sales tax can be a complex and overwhelming endeavor for your business. Given that there are over 12,000 state and local taxing jurisdictions, each with its own nuances, rules, and complexities, figuring out the sales tax registration process can feel impossible. The sales tax registration process can pull your time and focus away from your growing business and prevent you from effectively serving your customers. That’s where Sales Tax Helper comes in.

Why Utilize Professional Assistance for Sales Tax Registration Filings?

Various Jurisdictional Complexities – Many of the over 12,000 state and local jurisdictions have their own unique set of rules, rates, and registration forms and requirements. Understanding where, when, and how to file can be a challenge in itself for many businesses.
Save Time and Resources: By leveraging our team of sales professionals and letting us handle your company’s sales tax registration process, you can save significant time and monetary resources. Moving your sales tax registration function to our team of professionals, takes tedious functions off your team’s plate.
Avoid Costly Mistakes: Many businesses avoid and procrastinate registering for sales tax because they do not know how or do not have the time to complete the forms. If you are not registered for sales tax, you can face penalties, back filings, and sizable liabilities for past due sales tax, penalties and interest.
Access to Specialized Knowledge : As an operating business your business likely does not have the interest, tools, or resources to properly register for sales tax. As sales tax professionals, we use the right tools to regularly help businesses register properly to collect tax as well as complete the process for the business.
Improve Efficiency: Many businesses do not like handling sales tax compliance issues and frankly, are not so good at them. Avoid undertaking tasks that are unenjoyable and ones you are not equipped to handle by allowing our team to handle your sales tax registration functions for you.

More About of Sales Tax Registration Managed Service

Our sales registration services are currently available as a managed solution. Working with your team, we acquire the data we need to handle every aspect of getting you registered for sales tax. Specifically, we start with a detailed plan and work with your business to get your registration accurately and efficiently filed. Having a sales tax team handle your registration allows you to focus on your business while we handle that dreadful paperwork!

1. Fully Managed Sales Tax Registration Help

Why Fully Managed Sales Tax Registration Help Services?

Designed for businesses that prefer our experienced team to handle the registration process from preparation to filing. Our managed solution is the perfect solution for those that want to focus on their business while we focus on your compliance. Using our fully managed solution, we work with your team to strategize and discuss a comprehensive registration plan, implement the plan, and handle all communications with the state, while you do what you do best – your business.

What You Get

Access to expert-designed tools: Benefit from comprehensive library of forms, videos, and guides.
Expert Consultation: Consult with our team of sales tax lawyers, CPAs and other sales tax professionals about your sales tax registrations
Communication with State: We handle all communication with state revenue agencies, including registration related correspondence.
Advantages of our Fully Managed Appeal Service Include:

Limit Distractions: Professional assistance manages the registration process including interactions with the agency, letting you focus on running your business.
Sales Tax Registration Expertise: Our team’s experience with sales tax registrations and compliance ensures informed, strategic handling of your case.
Significant Savings: Our expertise saves time and money by providing accurate registration services.

How Our Sales Tax Registration Programs Work

Our process is simple and tailored to your business’s needs. Unlike competitors who offer a one-size-fits-all approach, we provide flexible involvement to ensure your sales tax issues are addressed efficiently.

1. Discovery & Planning

Discuss with our team of sales tax professionals your sales tax pain points and where you need to be registered to develop a comprehensive plan to complete your sales tax registrations.

2. Resource Access

All tiers include access to our comprehensive library of DIY tools, including forms, instructional videos, and detailed guides, which allows you to be more informed about your sales tax decisions.

3. Information Submission, Review, and Strategy

Following your decision to move forward, we provide you with a form to complete or collaborate with us to initiate the registration process. Having a sales tax professional in your corner can be invaluable in confidently and accurately completing sales tax registration forms.

4. Document Submission and Correspondence

As part of our managed sales tax registration service, we review your forms, discuss with you and submit the forms to the state for processing. If any issues arise we work with you and the state to remedy any discrepancies. For the states that require online submissions, we coordinate with your team to ensure the filing is handled efficiently.

5. Registration Issued

After the state processes your form(s), they issue a registration form and number. This will be used to file an ongoing returns. If you need assistance on how to charge sales tax, what to charge tax on, or just have general sales tax questions, consider our Sales Tax Consulting Services. Likewise, if you need help filing the returns, consider our Sales Tax Returns services.

Sales Tax Returns

With over 12,000 state and local taxing jurisdictions in the United States, keeping up with and filing sales tax returns can be a daunting and time-consuming task for your business. Staying compliant with changing rules, varying filing deadlines, and fluctuating rates, can feel impossible. Navigating and staying compliant can distract from focusing on your business and serving your customers. That's where we come in.

As part of our comprehensive suite of sales tax services, we can help your business with the return process. Our team handles the intricacies of multi-jurisdictional compliance, ensuring accurate reporting, timely submissions, and minimized risk of penalties. Let us take the burden of sales tax compliance off your shoulders so you can focus on what you do best—running your business.

Why Use Professional Assistance for Sales Tax Return Filings?

Various Jurisdictional Complexities – With over 12,000 state and local jurisdictions, each with its unique set of rules, rates, exemptions, and thresholds can put a huge burden on your business.
Save Time and Resources: Studies show that businesses spend an average of over 90 hours annually on sales tax compliance! This includes managing compliance, tracking rates, filing returns and maintaining records. Outsourcing this function can save your business time, money, and limit distractions.
Avoid Costly Mistakes: Filing errors and late submissions can result in 5-25% penalties plus interest. Having a sales tax professional handle the process for you can ensure accurate and timely filings.
Access to Specialized Knowledge : Our team has access to the tools, resources, and expertise that your business may not. Having a team of professionals with the tools and knowledge is imperative to keep your sales tax compliance on track.
Improve Efficiency: Many businesses do not have the in-house personnel, budget, or knowledge to handle their sales tax compliance from within. To avoid the mismanagement of handling complex tax filings internally, an outsourced solution is often a valuable tool for a growing business.

Try Our Fully Managed Sales Tax Return Service Today

Our return services are currently available as a managed solution. We work with your team to provide us with the data needed to prepare the returns. We develop a detailed plan and work with your business to provide you with timely filing and paying your periodic sales and use tax returns. Having a sales tax team handle your returns allows you to focus on your business!

1. Fully Managed Helper

Why Fully Managed Sales Tax Return Help Services?

Designed for businesses that just want our experienced team to handle the return preparation and filing process for them from start to finish. Our managed solution is the perfect solution for those that want to focus on their business while we focus on your compliance. Using our fully managed solution, we work with your team to strategize and discuss a comprehensive returns plan, implement the plan, and handle all communications with the state, while you do what you do best – your business.

What You Get

Access to expert-designed tools: Benefit from our comprehensive library of forms, videos, and guides.
Expert Consultation: Consult with our team of sales tax lawyers, CPAs and other sales tax professionals about your sales tax returns
Communication & Negotiation: We handle all communication with state revenue agencies, including return-related correspondence.
Advantages of our Fully Managed Return Service Include

Limit Distractions: Professional assistance manages the returns process including interactions with the agency, letting you focus on running your business.
Sales Tax Returns Expertise: Our team’s experience with sales tax returns and compliance ensures informed, strategic handling of your case
Significant Savings: Our expertise saves time and money by providing accurate and timely returns.

How Our Sales Tax Returns Programs Work

Our process is simple and tailored to your business’s needs. By leveraging software and real-life sales tax professionals with national experience, we provide flexible involvement to ensure your sales tax issues are addressed efficiently.

1. Discovery & Planning

Discuss with our national sales tax professionals with return expertise, to develop a comprehensive strategy for filing your periodic sales tax returns. We can assist a single state return or with companies in need of national compliance.

2. Resource Access

Utilize and review our library of forms, , instructional videos, and detailed guides, to ensure your sales tax processes and collection strategy is accurate. Havin an in depth understanding of your business’s sales tax obligations will assist with more accurately filed returns and compliance.

3. Provide Sales Data

Our team will provide you with a formatting document, which will show you the roadmap to provide our team with your sales data. You will gather and provide us with your sales data, which is used to populate and file returns./li>

4. Document Submission and Correspondence

Using your sales data, we prepare, file and submit your periodic sales tax return with the jurisdiction and payment is made from your account. We will work with you and the state to ensure that the return is properly and timely filed and paid.

5. Confirmation

Following submission, we provide you with confirmation and a copy of the filed return for your records.

Sales Tax Consulting

On-demand advisory sessions with our team of sales tax experts, bringing diverse backgrounds as lawyers, CPAs, and former state tax auditors, to help address your business-specific sales tax questions and provide personalized guidance.

Annual Membership

Maximize value with our Annual Membership, granting unlimited access to our full suite of DIY tools and resources. Ideal for businesses seeking ongoing support with their sales tax needs, this membership ensures you have continuous access to the latest guides, videos, and tools to keep your business compliant year-round. Membership Benefits: Access to all DIY Services, 30 Min consultation (1), Premium Content tailored to your industry and state

DIY

$750.00

/Service

Determine your tax obligations in various states with our comprehensive nexus studies.

Guided

$1500.00

/Service

Determine your tax obligations in various states with our comprehensive nexus studies.

Managed

$4000.00

/Service

Determine your tax obligations in various states with our comprehensive nexus studies.

Enterprise

Determine your tax obligations in various states with our comprehensive nexus studies.