CPA Support for State & Local Taxes

If you’re a CPA, Accounting Firm, Bookkeeper, there’s probably one type of tax you don’t touch: state and local taxes (SALT). And we can’t blame you. It’s messy and changes constantly.

Enter automation

Automated technology providers now provide very accurate tax rates along with very accurate taxability determinations on both sales and purchases. They offer these services in real-time and can connect directly to your accounting system, providing efficiencies and accuracy throughout every transaction. We use these tools, and we continue to be impressed with advancements in these tools. We promote these tools and help implement them for our clients. When it comes to tax rates, taxability determinations, and certificate management, we strongly encourage automation!
Sales tax automation: the good and the bad
Peisner Johnson consultants

The consultative approach

Our clients also love automation where it works seamlessly and accurately. But, they also let us know why they appreciate having us involved. They like having a dedicated manager and team on their account. They like having unlimited phone and email support. They also like the consultative approach of getting recommendations beyond the answers “”data in/data out”” can provide.

Nexus studies & exposure events

Nexus is based on certain activities (Physical, Economic, Transactional) that have effective dates and compliance requirements. This data is simple to have in an automated system that can identify your nexus footprint and the date it began, resulting in the date you had a responsibility to comply with the law. Automating the recommendations could result in steps that may not be in the best interest of the recipient. The data out is only as good as they data in, and the recommended steps that a taxpayer should take are best made after a consultation regarding many other factors. It may seem like a small nuance, however, it could result in six to seven figures out of pocket for uncollected taxes versus no money out of pocket for uncollected tax.

That’s worth a consultation with a state and local tax consultant you can reach on an unlimited basis. The most common recommendations after a nexus study and exposure review is registrations, deregistrations, or voluntary disclosure programs. The last thing you need when making these decisions is to register where you don’t need to, deregister where you shouldn’t have, register for time period you shouldn’t have, or enter into a voluntary disclosure agreement (VDA) where the benefit falls short of the cost to engage. we offer peace of mind and confidence when it comes to making these decisions and when fulfilling these services on behalf of our clients.
Sales Tax Management Service
(compliance and so much more)
We prepare and file tens of thousands of returns for our clients every year. We also support and manage return services for our clients that are provided by automated technology providers. Either way, our clients greatly appreciate the approach we use to ensure that their returns are filed timely and accurately.
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Fully outsourced sales/use tax management
White-glove service, creating an experience of an in-house sales tax department
Return preparation and filing
Management of notices
Tracking of credits
Periodic nexus review to help keep you updated and compliant
Custom reporting
Unlimited email and phone support
Dedicated sales tax team
All state and local jurisdictions in the United States and Canada
Let the sales tax people handle it

Our technology partners help us help our clients

we’re grateful for the vast improvements in automation in the industry. If you want to know how automation can help you, we should chat. Peace of mind is a “What’s Next?” call away.
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