Posted on Fri, May 24, 2013
TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites financial executives to a tax webinar entitled “
Five Steps to Sales Tax Compliance.”
This webinar provides a five step process towards sales tax compliance. Topics include: determining your sales tax nexus footprint; understanding the taxability of your products and services; quantifying your potential prior period exposure; developing a remediation game plan; and executing your strategy. The session will end with a discussion of the Marketplace Fairness Act and questions.
“Deciding how to become sales tax compliant can be very confusing - especially if you've not collected sales tax in the past,” says Brian Greer, TaxConnex Partner. “This webinar will outline five key steps to ensure you have minimized the sales tax risk in your business.”
This webinar, designed for sales and use tax decision makers and supporting staff will take place on Thursday, May 30 at 2 PM ET/11 AM PT.
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.
Posted on Thu, May 02, 2013
ATLANTA, GA – TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, is proud to announce that Robert Dumas, Founder and Managing Partner, will be speaking and presenting at The Tax Technology Association’s 2013 Annual ACT Conference. Doug Starr, VP of Sales and Marketing at Business Licenses, LLC, will join Robert in discussing sales tax nexus and business license nexus challenge
Nexus for various tax types is a confusing matter, and the rules regarding sales tax nexus and business license nexus have the most overlap and the most confusion. The presentation, “Sales Tax and Business License Nexus – Unwinding the Complex Rules”, will include thorough discussion of the following topics:
- How the rules for sales tax nexus and licensing nexus differ from state to state
- How your method of selling and delivering your service impacts both sales tax and licensing nexus
- The failure to collect sales tax where required will transfer the financial obligation from the customer to the retailer
- How gross receipts tax jurisdictions can raise the stakes in determining licensing nexus
- The risk of not registering or licensing properly and ideas for mitigating that risk
“Nexus has always been a challenging topic for businesses as it’s different for every tax type and license requirement. Even though there tends to be overlap between sales tax nexus and the requirement for business licenses, there’s still confusion for telecommunications providers,” states Doug Starr, VP of Sales & Marketing, Business Licenses, LLC.
Robert Dumas of TaxConnex adds, “We see an increasing number of businesses struggle with the concept of nexus for transaction tax purposes. The questions we most often hear include, ‘I only have one physical office and I provide a VoIP service. How could I possibly have nexus in these states?’, ‘Does nexus for telecommunications purposes mean I also have to collect sales tax on the sale of handsets?’ We’ll address those questions during the presentation.”
Attendees will receive 1.5 CPE credits.
The session at the 2013 Annual ACT Conference will be held on Monday, May 20, 2013 at 1:30 PM. Complete conference details can be found at 2013 Annual ACT Conference.
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.
About Business Licenses, LLC
Business Licenses, LLC is the leading end-to-end governmental business license compliance company in the U.S., offering research, advisory, outsourcing, and software to companies of all sizes looking for assistance with their licensing or permitting needs. Business Licenses, LLC offers its industry-leading Business License Management System (BLMStm) and LAPELtm the only electronic governmental license database. Located in N.Y., Business Licenses, LLC has a staff of experienced attorneys and paralegals familiar with virtually every domestic and Canadian licensing question or requirement. Business Licenses, LLC has served over 11,000 clients in the last decade, and is the most experienced software, services, outsourcing, and information provider in the business license compliance space. Business Licenses, LLC places special emphasis on providing relevant and current resources for enterprises to ensure compliance. Business License, LLC is focused on becoming the number one license compliance provider in the world.
Posted on Tue, Apr 09, 2013
ATLANTA, GA (PRWeb) TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, announces the successful completion of both an SSAE 16 (SOC 1) Type 2 and an SOC 2 Type 2 audit. TaxConnex is pleased to announce that no exceptions were reported.
These audits were performed by independent Certified Public Accountants. Type 2 SOC audits are more demanding than Type 1 audits.
TaxConnex’s audit covered control objectives meant to ensure the setup of new clients in the TaxConnex process, the accuracy of tax return preparation, the accuracy and timeliness of payment processing, data security, back-up procedures, and more.
SOC reporting is the evolution from the older SAS70 reporting. An SOC 1 audit, prepared in accordance with Statement on Standards for Attestation Engagements (SSAE) No. 16, Reporting on Controls at a Service Organization, is specifically intended to meet the needs of customers and their auditors as they evaluate the effect of the controls at the service organization relevant to customer’s financial reporting. An SOC 2 audit, prepared under AT Section 101, Attest Engagement (AICPA, Professional Standards), follows a predefined, rigorous framework to report on the controls of service organizations, including the design and effectiveness of policies, communications, procedures and monitoring based on detailed criteria.
“These audits reaffirm TaxConnex’s commitment to the highest standards of quality of service. It is third party validation that we deliver what we promise,” states TaxConnex Partner Brian Greer. “The SSAE 16 audit provides our customers with reassurance and confidence they’ve chosen a partner that operates with security and processing integrity, and that their cash payments are processed in a timely and accurate manner.”
Complete copies of both the SOC 1 and SOC 2 reports are available to TaxConnex clients upon request.
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.
Posted on Fri, Mar 08, 2013
ATLANTA, GA – TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, is proud to announce that Robert Dumas, Founder and Managing Partner, will be speaking and presenting at TeleStrategies Communications Taxation 2013. Doug Starr, VP of Sales and Marketing at Business Licenses, LLC, will join Robert in discussing sales tax nexus and business license nexus challenges.
Nexus for various tax types is a confusing matter, and the rules regarding sales tax nexus and business license nexus have the most overlap and the most confusion. The presentation, “Sales Tax and Business License Nexus – Unwinding the Complex Rules”, will include thorough discussion of the following topics:
- How the rules for sales tax nexus and licensing nexus differ from state to state
- How your method of selling and delivering your service impacts both sales tax and licensing nexus
- The failure to collect sales tax where required will transfer the financial obligation from the customer to the retailer
- How gross receipts tax jurisdictions can raise the stakes in determining licensing nexus
- The risk of not registering or licensing properly and ideas for mitigating that risk
“Nexus has always been a challenging topic for businesses as it’s different for every tax type and license requirement. Even though there tends to be overlap between sales tax nexus and the requirement for business licenses, there’s still confusion for telecommunications providers”, states Doug Starr, VP of Sales & Marketing, Business Licenses, LLC.
Robert Dumas of TaxConnex adds, “We see an increasing number of businesses struggle with the concept of nexus for transaction tax purposes. The questions we most often hear include, ‘I only have one physical office and I provide a VoIP service. How could I possibly have nexus in these states?’, ‘Does nexus for telecommunications purposes mean I also have to collect sales tax on the sale of handsets?’ We’ll address those questions during the presentation.”
The session at TeleStrategies Communications Taxation will be held on Thursday, May 23rd at 9:15am. Complete conference details can be found at TeleStrategies’ Communications Taxation 2013.
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.
About Business Licenses, LLC
Business Licenses, LLC is the leading end-to-end governmental business license compliance company in the U.S., offering research, advisory, outsourcing, and software to companies of all sizes looking for assistance with their licensing or permitting needs. Business Licenses, LLC offers its industry-leading Business License Management System (BLMS®) and LAPEL® the only electronic governmental license database. Located in N.Y., Business Licenses, LLC has a staff of experienced attorneys and paralegals familiar with virtually every domestic and Canadian licensing question or requirement. Business Licenses, LLC has served over 11,000 clients in the last decade, and is the most experienced software, services, outsourcing, and information provider in the business license compliance space. Business Licenses, LLC places special emphasis on providing relevant and current resources for enterprises to ensure compliance. Business License, LLC is focused on becoming the number one license compliance provider in the world.
Posted on Thu, Feb 14, 2013
TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites tax decision makers and supporting staff to attend a webinar entitled “Sales Tax Compliance – It’s Risky Business”.
In this webinar, TaxConnex will show businesses how to avoid being an easy target for a sales and use tax audit by balancing the risks and costs associated with sales tax compliance. Being overly compliant can lead to excessive costs and reduced competitiveness while under compliance can lead to risk, penalties, interest, and a bottom line hit.
The webinar will address the following key topics:
- Sources of state budgets and total sales tax collections
- Three options for managing your sales tax risk
- Two different types of sales tax outsourcing solutions
- Evaluating which sales tax outsourcing solution is right for you
This webinar is scheduled for Wednesday, February 27, 2pm EST, 11 am PST.
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.
Posted on Thu, Dec 27, 2012
Robert Dumas will be a featured panelist in Law Seminars International upcoming teleconference focused on the tax and regulatory consequences of cloud-based services including SaaS and hosted VoIP. Other panelists include Allison Rule and Jonathan Marashlian of The CommLaw Group.
“While state taxing statutes have traditionally failed to keep pace with technological developments, a number of states have their eyes on potential revenue that can be tapped by taxing cloud-based services. Cloud-based providers need to not only recognize that the paradigm is shifting; they need to prepare for it,” describes Robert Dumas, Founder and Managing Partner at TaxConnex.
Participants should expect the following topics will be covered:
- What you need to know about the different “nexus” standards and why some cloud-based services are taxed and others are not
- Recent governmental and judicial decisions and how they affect the landscape
- How adding a “Communications” component to a cloud-based computing solution changes the equation
- Strategies for compliance:
- What are the basics?
- How is risk measured?
- Steps you can take to minimize risk and mitigate exposure in an evolving tax and regulatory environment
The teleconference is scheduled for January 16th at 1 pm EST. Registration details can be found here.
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.
About The CommLaw Group
The CommLaw Group is a full service Washington, D.C.-area law firm serving the comprehensive legal and regulatory compliance needs of the communications industry. We are experienced in all aspects of federal and state telecommunications law and regulation and represent businesses engaged in the dynamic communications and information technologies industry with virtually all of their needs. Unique among its peers, The CommLaw Group offers clients a scope of capabilities rarely found in boutique law firms. With a headcount rivaling the Telecom Practice Groups of most “BigLaw” firms, we possess the skills, depth and resources necessary to serve the communications law needs of Fortune 100 companies, all without sacrificing the range of services, affordability, and effectiveness which makes us the "go to" firm for new entrants and service providers of all sizes.
Posted on Wed, Dec 12, 2012
Atlanta, GA (PRWeb) - TaxConnex, America’s leading independent provider of sales and use tax outsourcing and consulting services, recently released the fourth installment of their series entitled “Sales Tax Handbook: A Guide to Sales Tax Laws and Current Issues” authored by TaxConnex Partner, Brian Greer, and directed to the small and mid-market business community.
The handbook is an on-going work and directed to the lay person that needs to understand basic sales tax concepts as part of their job. Previous installments have addressed Amazon Laws, Click-Through Nexus, Affiliate Sales Tax Nexus, and various forms of federal legislation including the Marketplace Fairness and Marketplace Equity Acts.
The current installment addresses the importance of exemption certificate management and the complications associated with resale exemptions and drop shipment rules. The following excerpt illustrates one aspect of exemption certifications and audits:
This chapter focuses on exemptions your customers claim, as this is where companies tend to have the most risk. To understand the degree of risk, let’s look at what happens during an audit.
During an audit, auditors assume that everything is taxable unless specifically exempted. (This is true for tangible personal property as noted earlier.) Any time the vendor doesn’t charge the full amount of sales tax on a taxable transaction, a properly completed, valid exemption certificate must be in place to substantiate the exemption.
The current installment provides several sources and options to help manage the exemption certificate process and the complex rules associated with drop shipments. The complete series can be viewed on the TaxConnex website at www.taxconnex.com where each month a new article in the series will be published.
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.
Posted on Wed, Nov 28, 2012
ATLANTA, GA (PRWeb) - TaxConnex, a leader in the telecom tax outsourcing industry, continues to add new telecom and VoIP tax clients and capabilities. TaxConnex now services some of the most recognized names in telecom as well as the many new VoIP providers that are moving to replace the public switched telephone network.
To support growth, TaxConnex continues to build infrastructure and professional relationships, plus continues to increase TaxConnex Practitioner resources available to telecom clients.
“We recognize that telecommunications tax is inherently complex when it comes to managing compliance obligations. With multiple jurisdictions, varying taxability, bundling issues and tax-on-tax issues, telecom and VoIP tax requires specialized capabilities and diligent focus,” says Brian Greer, TaxConnex Partner and VP.
“We’re fortunate, because we come from a telecom heritage. Much of my early tax experience comes from my years at what is now AT&T,” says Robert Dumas, TaxConnex Founder and Partner. “Along with that, we’ve formed relationships with partners that also come from a telecom background. Together with our partners, we’re able to service start-ups that are looking to enter the telecom space. We’re also able to service established service providers with complex needs through the unique skillset and infrastructure of TaxConnex and our partners.”
2012 has been a year of supplier consolidation in the telecom tax compliance industry, leaving clients with fewer choices. Telecom and VoIP providers of all sizes should consider TaxConnex for their telecom and VoIP tax outsourcing needs.
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.
[o1]Is this the headline? Or is the line above the headline? Wasn’t sure where this fits.
Posted on Tue, Nov 13, 2012
ATLANTA, GA (PRWEB) TaxConnex, America’s leading independent sales and use tax outsourcing and consulting firm, reinforces its position as “Your Outsourced Sales Tax Department.” This change is reflected in a new marketing campaign including a redesigned website.
In 2008, TaxConnex endeavored to return service to an industry that was being dominated by large, impersonal service providers that lost sight of the customer.
Led by experienced, client focused Practitioners, TaxConnex focuses on providing an outsourced sales tax department with personalized customer service, rather than simply a return preparation service. Growth of TaxConnex’s sales tax outsourcing service and recent customer satisfaction surveys validate that TaxConnex is on the right path.
“Service to others is one of our core beliefs, and this shows through in our sales tax outsourcing service,” says Brian Greer, TaxConnex Partner and VP Sales & Marketing. “Our unique ‘Practitioner Model’, where a highly skilled, experienced TaxConnex Practitioner acts as the client’s off-site sales tax manager, continues to deliver exceptional levels of client satisfaction.”
TaxConnex’s ongoing commitment to sales tax outsourcing and superior client service is supported by a website redesign and a new tagline – “TaxConnex – Your Outsourced Sales Tax Department”.
When businesses turn to sales tax outsourcing, they often want to outsource more than just return preparation. Companies need an experienced professional that can guide them and advise them on sales tax nexus, taxability of their products and services, sales tax audits, and so forth. For a business with sales tax outsourcing needs, TaxConnex is ‘your outsourced sales tax department’.
“When we founded TaxConnex, we knew that to do sales tax outsourcing right, we had to be more than just a sales tax return preparation factory. Service had to be paramount,” says TaxConnex Founder and Partner Robert Dumas, CPA. “That commitment to the client is who we are and it’s also what we do. Every day, TaxConnex builds capabilities and works diligently to deliver on the promise of being your outsourced sales tax department.”
With TaxConnex’s sales tax outsourcing service, clients can expect:
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Rapid responses to questions;
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Open lines of communication;
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Knowledgeable, responsive Practitioners;
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A consistent point of contact;
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Work done right; and
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Minimal delinquency notices.
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.
Posted on Thu, Oct 25, 2012
TaxConnex, America’s leading independent provider of sales tax outsourcing and sales tax consulting services, welcomes Lisa Greenman as Account Executive. Lisa will be responsible for accelerating the continued growth of TaxConnex.
“We’re thrilled to add Lisa to the TaxConnex team”, said Brian Greer, TaxConnex Partner and VP-Sales and Marketing. “Lisa has a tremendous understanding of sales and use tax and focus on client service. She’s a great fit for TaxConnex. With our continuing growth, we are sure Lisa will enhance our ability to deliver the TaxConnex message of providing quality outsourced sales and use tax service delivered through experienced, committed, professional sales and use tax Practitioners.”
“I’m excited to work with TaxConnex”, adds Greenman. “Sales and Use Tax is a small community, and I have known the people at TaxConnex for years. TaxConnex delivers quality solutions because the partners at TaxConnex truly believe in the serving their clients. Plus, they are expert at their profession. I’m looking forward to bringing their story to the marketplace and helping TaxConnex grow their business.”
Lisa has spent the previous three years as an Account Executive in Thomson Reuters’ sales and use tax division. Prior to Thomson Reuters, Lisa worked at Bahn, PeopleSoft, and Oracle.
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 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.