2 min read

Accounting firms and sales and use tax advising: Perfect together?

By Robert Dumas on Tue, Nov 22, 2022 @ 02:05 PM

In our blog last week, we looked at how sales and use tax advisory services might be a good new field for CPAs and accounting firms. How can they go about making the move?

Topics: sales tax compliance sales tax CPA
2 min read

Can accounting firms move into sales tax advising?

By Robert Dumas on Tue, Nov 15, 2022 @ 11:00 AM

Many certified public accountants (CPAs), enrolled agents and other tax preparers and professionals that run accounting and tax preparation firms are constantly looking for new advisory avenues to service clients.

Topics: sales tax compliance sales tax CPA
1 min read

TaxConnex™ Chosen to Speak at Two GSCPA Events This Fall and Exhibiting this Week at the Southeastern Accounting Show!

By TaxConnex on Tue, Aug 23, 2022 @ 02:12 PM

We are excited to announce that we have been chosen by the Georgia Society of CPAs to speak at two events this fall and exhibit at this week’s Southeastern Accounting Show!

Topics: CPA Now it's all on us events
1 min read

Sales and Use Tax Compliance - Deadlines, Deadlines and More Deadlines

By Robert Dumas on Wed, Aug 26, 2015 @ 09:53 AM

'Tis the season…and it never seems to end. We have been communicating with many CPA firms during the month of August regarding numerous client issues and partnering opportunities. Almost without exception, the firms we contacted indicated they did not have the capacity to do anything new until after the September 15 and October 15 income tax deadlines. This is indicative of the life of most CPAs. We schedule our lives around a never-ending list of deadlines.

Topics: sales tax compliance CPA
2 min read

Helping CPA Firms Identify Sales and Use Tax Risks

By Robert Dumas on Tue, Aug 04, 2015 @ 11:30 AM

In my last blog, I discussed the opportunity CPA firms have to use sales and use tax issues as a way to add value to their clients and further cement the relationships and related revenue stream. As promised, this blog provides the following action items for identifying sales and use tax risk with your client:

Topics: sales tax sales tax audits CPA
1 min read

Helping CPA Firms Secure Their Relationship Through Sales Tax Services

By Robert Dumas on Thu, Jul 16, 2015 @ 10:00 AM

Throughout my career, I have worked in and with CPA firms of all sizes. For the most part, they all have similar business models that are heavily dependent on their client relationships. The CPA firms and the individual CPA’s within the firms need to continually prove their value in the relationship by exceeding client expectations, which guarantees the relationship and related revenue remain secure. One of the ways a CPA can exceed expectations is by offering solutions to unidentified client risks and problems.

Topics: sales tax sales tax audits CPA
1 min read

TaxConnex Provides Sales Tax CPE Training

By Brian Greer on Fri, Jun 12, 2015 @ 01:16 PM

TaxConnex has developed a CPE Training program focused on sales tax compliance issues including sales tax nexus and sales tax audits. The program can be delivered in 4-hour, 6-hour, or 8-hour sessions depending on the topics selected. Initially, the training will be offered complimentary to CPA firms and delivered on site. A sample agenda includes the following topics:

  • Sales Tax Nexus
  • Marketplace Fairness
  • Drop-Shipment Transactions
  • Exemption Certificate Management
  • Sales Tax Outsourcing
  • Sales Tax Calculation Software
  • Sales Tax Audits
Topics: CPA
2 min read

Sales Tax Deficiencies - Deal or No Deal?

By Doug Starr on Wed, Jun 01, 2011 @ 03:39 PM

Topics: sales tax sales tax audits CPA
2 min read

Sales Tax - the Ugly Duckling

By Doug Starr on Mon, Feb 07, 2011 @ 06:40 PM

Topics: sales tax compliance sales tax sales tax audits CPA
2 min read

Where Do You Find a Great Sales Tax CPA? Ask the Purple Dinosaur.

By Doug Starr on Tue, Jan 11, 2011 @ 02:32 PM

Topics: sales tax compliance sales tax sales tax audits CPA
2 min read

CPAs and Sales Tax - A Curious Conundrum

By Doug Starr on Tue, Jan 04, 2011 @ 08:55 AM

Topics: sales tax nexus sales tax compliance CPA