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Tax

Sales Tax Remediation

Full-cycle remediation that protects the purchase price at your next raise or exit.

OFFERING OVERVIEW

Full-cycle sales tax remediation, from a buyer-grade exposure analysis through the operational fix: a 50-state compliance roadmap, voluntary disclosure agreements to limit historical liability, customer outreach, and automated sales-tax software set up inside your billing and ERP systems. Our team speeds the jurisdiction-by-jurisdiction exposure work with AI-assisted analysis, so remediation moves faster and protects the purchase price you'll want to defend at your next raise or exit.

Included capabilities

Sales Tax Radar

A first look at which states and revenue streams carry sales tax exposure.

Diagnostic red-flags report surfacing revenue streams and jurisdictions that may need diligence.

Sales Tax Taxability and Nexus Study

A full 50-state roadmap for where you owe sales tax and why.

Full 50-state taxability analysis and a compliance roadmap with policy documentation.

Sales Tax Voluntary Disclosure Program

We limit the historical liability before a state comes looking for it.

Proactively registers in non-compliant states and negotiates lookback and penalty relief.

Sales Tax Customer Outreach

We go to your customers directly to close out historical exposure.

Outreach to the client's customers to reduce historical exposure (use-tax proof or back-invoicing).

Sales Tax Automation Set Up

Sales tax calculated and filed automatically inside your billing and ERP systems.

Implements sales-tax software (Anrok, Avalara, Taxwire) into the billing and ERP system.

Sales Tax Ongoing Management

One flat fee to own your sales tax software and filings going forward.

Ongoing flat-fee ownership of the sales-tax software and filings post-remediation.

Other Offerings within

Tax

Tax Due Diligence

The target's full tax footprint, risk-graded in a report built for RWI and equity deals.

Transaction Tax

Senior tax guidance on both sides of the close, integrated with the rest of the deal.

Income Tax Compliance & Provision

Compliance and ASC 740 provision owned by Big Four-trained professionals, with no year-end surprises.

General Tax Advisory

A senior tax professional on call, no new scope required.

Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.