News and Press Releases

TaxConnex Expands Outsourcing Services

Brian Greer — Tue, 02 Dec 2014 19:08:23 GMT

TaxConnex has expanded its outsourcing services to include Exemption Certificate Management and Unclaimed Property Compliance. Maintaining current, valid exemption certificates is critical in managing your overall sales tax risk. Our experienced practitioners will review the certificates for validity, electronically host certificates for easy retrieval, and manage the expiration process by proactively tracking the expiration dates of each certificate.

Our new Unclaimed Property Compliance service will reduce potential unclaimed property exposure and ensure compliance with state regulations. We now offer services to manage and report your unclaimed property including sending due diligence letters, and reporting each abandoned property to the states.

Click here for more information about our Exemption Certificate Management or Unclaimed Property Compliance services and how TaxConnex can help support your sales tax exemptions, reduce risk, and manage the paperwork for you.

About Us

TaxConnex, “your outsourced sales tax department’, is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, we provide sales tax outsourcing, sales tax consulting and VoIP tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. Our mission is to provide a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Launches CPA Advantage

Brian Greer — Wed, 29 Oct 2014 17:39:00 GMT

TaxConnex, LLC America’s leading independent sales and use tax outsourcing and consulting firm, is launching CPA Advantage, the first of its kind full service sales and use tax solution designed for use by CPA firms. The program provides CPA firms with a turn-key sales tax outsourcing solution for serving clients with no upfront cost.

“A trend in the industry has accelerated as more CPA firms are entering the sales tax outsourcing business. The largest accounting firms are leading the way and regional and local CPA firms are beginning to react,” explains Robert Dumas, TaxConnex’s Founding Partner. “However, the necessity to provide sales tax outsourcing services is counter balanced by the upfront cost to purchase software and develop the infrastructure. CPA Advantage will offer a competitive solution to these firms,” he added.

CPA Advantage provides a complete workflow solution including: data translation; return preparation software; a treasury process for tax payment processing subjected to SSAE 16 audit standards; and administrative support to mail the returns to the jurisdictions and image and store the returns and payment confirmations in a secure client portal.

About TaxConnex

TaxConnex, “your outsourced sales tax department’, is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and VoIP tax services to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Hosting Sales Tax Nexus Seminars

Brian Greer — Tue, 15 Jul 2014 13:51:00 GMT

TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, is proud to announce upcoming cities for their Lunch & Learn series on Sales Tax Nexus.

Following seminars in Atlanta, Dallas, and Nashville, TaxConnex announces upcoming seminars in Boston, Chicago and Denver. The Boston seminar is scheduled for July 27^th beginning at 11:30 eastern time and will be held at Umbria Prime. You can register for the Boston Lunch & Learn here. Dates and times for the Chicago and Denver events are currently being finalized.

“The Sales Tax Nexus Lunch & Learn Seminar is a great opportunity for us to meet with businesses in our key markets and to provide them relevant information they can immediately apply”, stated TaxConnex Partner, Brian Greer. Brian also describes the content, “This is not a sales pitch. We come to the seminars with an expectation that attendees will have questions about their business and we dedicate time at each event to make sure we address these questions.”

TaxConnex Consulting Practice Leader Jeff Meigs adds, “We want TaxConnex to be recognized as the go-to resource for sales tax questions and issues. The Lunch & Learns are an excellent way to deliver this message.”

Look for future dates and times on the TaxConnex website at www.taxconnex.com. There is no charge to attend the Lunch & Learn.

About TaxConnex

TaxConnex, “your outsourced sales tax department’, is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and VoIP tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Announces YouTube Channel Offering Insights for the Sales and Use Tax Community

Brian Greer — Thu, 29 May 2014 05:01:00 GMT

TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, is proud to announce the launch of the TaxConnex YouTube Channel. TaxConnex uses YouTube as a way to share information with the Sales and Use Tax community. This includes commentary on white papers, webinars, instructional videos and more.

"TaxConnex uses YouTube as an outlet for our partners and practitioners to share their experience and give back to the Sales and Use Tax community ", explained Brian Greer, TaxConnex Partner. "Our videos are meant to be a value add to our clients as well as anyone that needs help in an area of sales and use tax."

TaxConnex prides itself in leveraging digital media to provide additional value to the Sales and Use Tax Community. “ Our first video playlist is 'Five Steps to Sales Tax Compliance', said Robert Dumas, TaxConnex’s Founding Partner. “Daily, we receive calls related to this topic. In this series, we have shared our point of view on the compliance process. This complements our white paper on the topic which provides more information. If that’s not enough, we’re always just a phone call away.”

Visit TaxConnex’s YouTube channel at https://www.youtube.com/user/TaxConnexLLC.

About TaxConnex
TaxConnex, “your outsourced sales tax department’, is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and VoIP tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Sponsoring the Leading Telecommunications Tax Conference – TeleStrategies Communications Taxation 2014

Jeff Meigs — Mon, 07 Apr 2014 15:47:00 GMT

TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, is proud to announce they will be sponsoring the industry’s leading telecommunications tax conference, TeleStrategies Communication Taxation 2014.

This is the 15^th year of this event which brings together the nation’s top telecommunications tax professionals to address the challenges and complexities associated with telecommunications taxation.

“We’re excited to be a sponsor for TeleStrategies this year. It’s an opportunity for us to meet with current and prospective clients as well as network with other service providers from around the country,” stated Brian Greer, Partner at TaxConnex.

TeleStrategies Communications Taxation will be held from May 14^th through the 16^th at Walt Disney World’s Yacht and Beach Club Resorts. Complete conference details can be found at TeleStrategies’ Communications Taxation 2014.

About TaxConnex

TaxConnex, “your outsourced sales tax department’, is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and VoIP tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Expands – Adds Linda Cummings as Account Executive

Brian Greer — Fri, 04 Apr 2014 16:10:00 GMT

TaxConnex, America’s leading independent provider of sales tax consulting, sales tax outsourcing and sales tax nexus services is proud to announce the newest member of our Sales and Marketing team, Linda Cummings.

Linda will report directly to the VP of Sales and Marketing, Brian Greer. As an experienced professional within the sales tax compliance industry, Linda brings the knowledge and expertise that is needed to help businesses comply with changing sales tax laws. Linda’s extensive background includes experience with KPMG, Thomson Reuters and Tax Partners.

“On behalf of TaxConnex’s entire team, we are thrilled Linda has joined our growing sales organization. The extensive experience she brings will be instrumental to our growth strategies,” Vice President of Sales and Marketing, Brian Greer states.

“I’m looking forward to working with TaxConnex. I’ve worked with the partners at TaxConnex before. We share the same beliefs about providing excellent customer solutions and customer care,” adds Cummings.

Previously, Cummings was an Account Executive at KPMG, Thomson Reuters, Tax Partners and Business Licenses, LLC.

About TaxConnex
TaxConnex is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and telecom tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Hosts Tax Webinar for Telecom Providers

Brian Greer — Thu, 20 Feb 2014 07:00:00 GMT

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites telecom providers to a tax webinar entitled "Telecom Tax: Making Complex Telecom Tax Simple through Billing, Calculation and Compliance Solutions” on March 4, 2 PM ET, 11 AM PT.

This webinar de-mystifies the telecom tax process and shows providers how to simplify their billing and compliance process. Topics include:

Easy to implement solutions for telecom billing that cover a wide range of billing scenarios
How to calculate telecom taxes easily and accurately, sitused to the proper jurisdictions
Options for reporting and filing taxes and fees including in-house solutions and outsourcing solutions.

“Tax compliance can be a complex and daunting task for companies with telecom based offerings. From regulatory requirements to billing, tax calculation, filing and remittance, the process can be overwhelming” says Brian Greer, TaxConnex Partner. “It’s often difficult to even know where to start. In this webinar, we show providers how to put it all together to create a simple and effective solution to meet their tax compliance requirements."

This webinar, designed for telecom tax decision makers and supporting staff, is scheduled for Wednesday, March 4 at 2 PM ET/11 AM PT and is presented in conjunction with SureTax and jBilling.

For more information, go directly to the webinar link at TaxConnex Webinar or contact Brian Greer at TaxConnex.

About TaxConnex
TaxConnex is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and telecom tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Expands – Adds Carol McIlvaine as a Partner and VP of Compliance Operations

Brian Greer — Tue, 21 Jan 2014 16:00:00 GMT

TaxConnex, America’s leading independent provider of sales tax consulting, sales tax outsourcing and sales tax nexus services announces the addition of Carol McIlvaine as a Partner and Vice President of Compliance Operations. The addition of McIlvaine adds capacity to TaxConnex’s growing sales tax outsourcing business.

In her new role as Vice President of Compliance Operations, McIlvaine is responsible for ensuring premier client service, client satisfaction and Practitioner retention.

“We are very excited to add Carol to the TaxConnex team. Carol has spent her entire career in various sales and use tax compliance roles including as a Director for the largest sales tax outsourcing firm in the country. Carol will be a tremendous asset to the business and her proven leadership will help us continue our growth,” says Robert Dumas, TaxConnex Founder and Managing Partner.

“I’m looking forward to this new opportunity with TaxConnex and to provide exemplary customer service. I have known the partners at TaxConnex for almost twenty years and we share the same beliefs about serving clients and delivering a great customer experience,” adds McIlvaine.

Previously, McIlvaine was a Senior Manager at KPMG and a Senior Director of Indirect Tax and Client Service at Thomson Reuters and Tax Partners. Carol also spent almost seven years as Sales & Use Tax Manager for Lodgian.

About TaxConnex
TaxConnex is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and telecom tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex.com Now Features Telecom Legal Advisories from The CommLaw Group

Brian Greer — Tue, 29 Oct 2013 15:14:00 GMT

TaxConnex.com Now Features Telecom Legal Advisories from The CommLaw Group

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, now features telecom legal advisories from The CommLaw Group on TaxConnex.com

The telecom legal advisories from the CommLaw Group cover news, notices and commentary. The advisories are useful to any communications solutions provider and are the same content that The CommLaw Group provides to their clients.

“When we work with our telecom tax clients, we rely on the regulatory expertise and opinions of The CommLaw Group” states Brian Greer, TaxConnex Partner. “The CommLaw Group understands the regulatory issues facing communications firms, communicates the issues well and provides a level of service that is difficult to get elsewhere. These advisories will help our clients and audience to keep up to date with the latest and most important regulatory events in the realm of telecom tax.”

The advisories can be found at http://www.taxconnex.com/resources/telecom-legal-advisories/.

About The CommLaw Group

The CommLawGroup believes that compliance is more than just accurate, on-time filing. It’s an opportunity to competitively position your organization within the communications industry. The CommLaw Group engineered a full spectrum of compliance services for telecom firms that are striving to minimize risk exposure without incurring wasteful costs or sacrificing business opportunity. Through their affiliated consultancy, The Commpliance Group, they tackle the full range of compliance administration needs through a variety of services- from Do-it-Yourself web-based solutions, to flat fee regulatory reporting, to full-service compliance management. The CommLaw Group regularly interfaces with our compliance consultants to address risk management, offer interpretive guidance, and manage escalated issues that necessitate legal counsel and defense–all to facilitate total compliance without sacrificing competitive positioning.

About TaxConnex

TaxConnex is America’s leading independent sales and use tax outsourcing and consulting firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and telecom tax service to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and VoIP providers. TaxConnex provides a complete set of highly customer intimate services including end-to-end compliance, data analysis, remittance, reporting, notice resolution, question handling, proactive suggestions, straightforward advice, and audit support. TaxConnex is your “on-call” Sales & Use Tax Department.

TaxConnex Invites Sales and Use Tax Professionals to Download TaxConnex's Executive Briefing: Marketplace Fairness Act

Brian Greer — Mon, 30 Sep 2013 13:50:00 GMT

ATLANTA, GA (PRWEB) September 30, 2013

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites sales and use tax professionals to download TaxConnex's Executive Briefing: Marketplace Fairness Act.

As the Marketplace Fairness Act heads to the House of Representatives for approval, some sales and use tax professionals believe that the Marketplace Fairness Act applies only to internet sales. In fact, the act as currently written would require “all sellers not qualifying for a small-seller exception to collect and remit sales and use taxes with respect to remote sales.” The purpose of this Executive Briefing is to bring the facts of the Act to light.

Passed in the Spring by the Senate, the act moves to the House where the House Judiciary Committee has published seven principles for members to consider as benchmarks when considering the Marketplace Fairness Act. Those principles are included in the Executive Briefing.

“In May, the US Senate approved the Marketplace Fairness Act which, if it becomes law, will have sweeping affects on indirect tax,” states Brian Greer, TaxConnex Partner and VP of Sales and Marketing. “Many sales and use tax professionals that we work with still believe this act only affects internet sales. In fact, this act covers much more than just internet sales. This Executive Briefing provides the facts businesses need to understand the impact of the act on their business should it pass.”

Sections of this Executive Brief Include:

What is the Marketplace Fairness Act
Background
Simplification and Timing
Issues with the Bill
What You Can Do
Full Text of the Bill
The Seven Principles

The Executive Briefing is available at http://info.taxconnex.com/marketplace_fairness_act.