As businesses expand product offerings, adopt new technologies, and sell across multiple jurisdictions, sales and use tax requirements become increasingly complex. Varying taxability rules, evolving nexus standards, exemption certificate management, and growing audit scrutiny all contribute to a challenging compliance landscape.
SVA’s Sales and Use Tax Services team helps organizations confidently navigate these complexities. We evaluate where your obligations exist, clarify the taxability of your products and services, and strengthen your internal processes so you can reduce risk, improve accuracy, and maintain compliance across all applicable states and local jurisdictions.
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We begin by analyzing where your sales and use tax responsibilities originate. Our Nexus Study Report evaluates a range of nexus-creating activities, including physical presence, click-through or affiliate relationships, economic thresholds, and marketplace facilitation, to help quantify potential exposure and guide registration and compliance decisions.
For accurate, consistent tax treatment, we develop tailored matrices or decision trees outlining the taxability and exempt status of your products and services. This customized tool becomes a practical resource for internal teams, streamlining onboarding, audit readiness, and ongoing compliance.
We also provide industry-specific consulting for sectors with particularly nuanced tax rules, including manufacturing, construction, real estate, professional services, health care, retail, and hospitality.
Our team conducts a thorough review of your exposure areas and compliance gaps, identifying potential liabilities before they escalate. We assist with historical exposure remediation, penalty abatement, and support through Voluntary Disclosure Agreements or state amnesty programs. This proactive approach helps clients resolve issues efficiently and with reduced financial impact.
We replicate the audit experience through mock audits designed to identify exposure areas, documentation weaknesses, and improvement opportunities. A Health Check Report summarizes key risks and provides strategic recommendations.
For organizations looking to modernize or strengthen their compliance infrastructure, our process review evaluates internal controls, workflows, and policy effectiveness. We highlight inefficiencies and help implement improvements that reduce risk and enhance operational accuracy.
Overpayments happen frequently in the sales and use tax environment, especially when taxability rules are complex or systems are not fully optimized.
Our reverse audits identify refund opportunities, recover overpaid sales tax or excess use tax accruals, and help implement strategies that minimize future overpayments. We also uncover eligible credits and assist with pursuing and documenting refund claims.
Sales and use tax considerations often play a significant role in mergers, acquisitions, and business restructurings. We assess historical exposure, uncover weaknesses in sales tax reporting, and quantify potential risks that may affect valuation or deal structure. Our recommendations provide clarity to both buyers and sellers during the due diligence process.
Sales and use tax exemptions can offer substantial savings when properly applied. We perform Utility (Predominant Use) Studies to support exemption claims in the event of an audit and determine eligibility for industry-specific exemptions.
Our exemption certificate review services help identify missing or invalid certificates, assist in obtaining replacements, and recommend improvements to your certificate management process.
Technology plays a critical role in achieving accurate, scalable compliance. We guide organizations through the setup and integration of leading tax automation platforms such as Avalara, Vertex, and TaxJar, as well as ERP systems including NetSuite, SAP, and QuickBooks.
Beyond system implementation, we provide data analytics that highlight compliance performance trends, risk areas, and opportunities to enhance accuracy.
When a state audit occurs, SVA provides representation throughout the process. We assist with gathering and submitting documentation, evaluate sampling methodologies, and perform pre-audit assessments to resolve issues proactively.
Our team analyzes audit findings, prepares summaries, and recommends resolution strategies. If necessary, we support clients through protest or appeals processes to ensure a fair and informed outcome.
Our Compliance Dashboard offers end-to-end management of your sales and use tax obligations, whether fully outsourced or co-sourced with your internal team. Services include:
State and local registrations
Business license acquisition
Return filing and remittance
Nexus monitoring
Exemption certificate maintenance
Account closures
Taxability research
Use tax accrual calculations
Notice review and correspondence
This comprehensive, technology-enabled approach provides clarity and visibility across every stage of the compliance cycle.
Resources
The Definitive Guide to Business Tax Credits and Tax Deductions
This eguide covers different tax credits and deductions available to businesses, as well as what to look for in a tax advisor, choosing a tax-advantaged business entity and more!
