- Case Study -

Regional bank puts sales tax on autopilot, saves thousands in fees


Picture this … you’re a large, regional bank that’s been providing your community with a wide range of financial services for more than 140 years.

In that time, you’ve grown to nearly $5 billion in assets and more than 850 employees.


But, something always seems to be wrong with sales tax.

Your giant tax partner keeps saying you owe $2K here and $1K there because of return discrepancies – and then penalties and fees on top of that. But when you call the helpline to resolve it, you don’t actually get the help you need.


So, you turn to TaxConnex.

We pair you with a dedicated sales tax expert who will prepare your returns and offer strategies for the best way to approach your sales tax. Not only will you talk to the same person every time, but you can contact them directly with any questions that may come up.


Now, your sales tax is on autopilot.

You simply send in your files, and it’s done. You’ve eliminated all the back-and-forth emails trying to resolve issues, and you’re even saving money by not having to pay fees or penalties. And you love that when there’s an issue you can contact your tax pro and have it resolved immediately. That’s what happens when it’s all on us.




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