1 min read

TaxConnex Expands Outsourcing Services

By Brian Greer on Tue, Dec 02, 2014

paperwork_2TaxConnex has expanded its outsourcing services to include Exemption Certificate Management and Unclaimed Property ComplianceMaintaining 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.

 

 

Topics: sales tax filing
1 min read

TaxConnex Launches CPA Advantage

By Brian Greer on Wed, Oct 29, 2014

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.

Download Brochure Now

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.

Topics: sales tax compliance CPA
1 min read

TaxConnex Hosting Sales Tax Nexus Seminars

By Brian Greer on Tue, Jul 15, 2014

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 27th 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.
Topics: sales tax nexus sales tax Now it's all on us
1 min read

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

By Brian Greer on Thu, May 29, 2014

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.

Topics: sales tax nexus sales tax compliance
1 min read

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

By Jeff Meigs on Mon, Apr 07, 2014

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 15th 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 14th through the 16th 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.

Topics: telecom tax sales tax news
1 min read

TaxConnex Expands – Adds Linda Cummings as Account Executive

By Brian Greer on Fri, Apr 04, 2014

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.
Topics: sales tax compliance Now it's all on us
1 min read

TaxConnex Hosts Tax Webinar for Telecom Providers

By Brian Greer on Thu, Feb 20, 2014

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.

Topics: sales tax compliance telecom tax Now it's all on us
1 min read

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

By Brian Greer on Tue, Jan 21, 2014

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.

 

Topics: sales tax compliance Now it's all on us
2 min read

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

By Brian Greer on Tue, Oct 29, 2013

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.

 


Topics: telecom tax sales tax news
2 min read

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

By Brian Greer on Mon, Sep 30, 2013

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.

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.

Topics: sales tax news
1 min read

TaxConnex to Host Webinar – “Sales Tax Legislative Update and More”

By Brian Greer on Wed, Aug 28, 2013

(ATLANTA, GA) TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites sales and use tax professionals and staff to a webinar entitled “Sales Tax Legislative Updates and More.”

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites sales and use tax professionals and staff to a tax webinar entitled  “Sales Tax Legislative Updates and More” on Thursday, September 26, 2 PM ET, 11 AM PT.

TaxConnex's Partners Jeff Meigs and Brian Greer will lead attendees through a review of current legislative issues and related items.   Topics will include a discussion on click-thru nexus, the Marketplace Fairness Act, organized Sales Tax whistlerblower (qui tam) activities, and unique jurisdictional issues.  Time will be reserved at the end for questions.

“The legislative updates webinar is always popular,” says Brian Greer, TaxConnex Partner.  “This year in particular we have unusual issues regarding Sales and Use Tax.  There are nexus issues, as always, but there is also the Marketplace Fairness Act.  Plus, we have some interesting actions taking place in specific jurisdictions as well as some organized Whistleblower (Qui Tam) activities that sales tax staff should know about.”

The webinar will take place on Thursday, September 26 at 2 PM ET/11 AM PT.

For registration information, go directly to the webinar link at http://info.taxconnex.com/september-2013-webinar.

 

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.

Topics: sales tax nexus sales tax news Now it's all on us
1 min read

TaxConnex Expands – Adds Noelle Ard to Compliance Infrastructure Team

By Brian Greer on Tue, Jul 16, 2013

TaxConnex, America’s leading independent provider of sales tax consulting, sales tax outsourcing and sales tax nexus services announces the addition of Noelle Ard as Senior Manager – Compliance Infrastructure.  The addition of Ard adds capacity and expertise to TaxConnex’s growing business.

In her new role as Senior Manager – Compliance Infrastructure. Ard is responsible for the documentation, databases and tools in the TaxConnex Office Suite (TaxConnex’s in-house software application), including the development of new tools and functionality.  In addition, Noelle will conduct various internal audits to ensure the delivery of high quality services to clients.

“We are pleased to add Noelle to the TaxConnex team.  Noelle has 13 years of direct sales tax compliance experience and has handled transactions tax compliance for companies in numerous industries, including telecommunications, location based retail, food & beverage, manufacturing and leasing.  We have worked with Noelle and know she’s a great addition” says Robert Dumas, TaxConnex Founder and Managing Partner.

“I’m looking forward to working with the clients and staff of TaxConnex. I have worked with the TaxConnex partners before at Thomson Reuters and Tax Partners.  We share the same values about quality and customer service,” adds Ard.

Previously, Ard was a compliance manager at Thomson Reuters and Tax Partners, and most recently a Manager of Indirect Tax Compliance for Best Buy in Minneapolis. Noelle holds two bachelor’s degrees from Reinhardt College.

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.

 

Topics: sales tax nexus sales tax compliance
2 min read

TaxConnex and Business Licenses, LLC Invite Sales Tax and Licensing Professionals to a Webinar - “Sales Tax and Business License Nexus: Unwinding the Complex Rules”

By Jeff Meigs on Thu, Jun 06, 2013

TaxConnex and Business Licenses, LLC Invite Sales Tax and Licensing Professionals to a Webinar - “Sales Tax and Business License Nexus: Unwinding the Complex Rules” .

TaxConnex, LLC, America’s leading independent sales and use tax outsourcing and consulting firm, and Business Licenses, LLC invite sales tax and licensing professionals to a webinar  - “Sales Tax and Business License Nexus: Unwinding the Complex Rules”. 

The webinar reviews 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. This webinar will unravel that confusion.

In this 45 minute webinar, participants will learn how:

  • Nexus differs for every tax discipline
  • Sales and delivery methods impact both sales tax and licensing nexus
  • Failure to collect sales tax transfers the financial obligation from the buyer to the seller
  • Gross receipts tax increases license nexus risk
  • Compliance can be restored intelligently

Time will be reserved at the end for questions.

“We see an increasing number of businesses struggle with the concept of nexus for transaction tax purposes,” says Robert Dumas, TaxConnex Founding Partner.  “The question we most often hear is ‘I only have one physical office. How could I possibly have nexus in another state?’.  We’ll cover that in this webinar.”

"Nexus has always been a challenging topic for businesses as it’s different for every tax type and license requirement,” adds Doug Starr, VP of Sales & Marketing, Business Licenses, LLC. “There tends to be overlap between sales tax nexus and the requirement for business licenses.”

The session will be Thursday, June 20, 2 PM Eastern, 11 AM Pacific. A registration link is 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.

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.

1 min read

TaxConnex Invites Sales and Use Tax Decision Makers and Staff to Attend Webinar on May 30

By Brian Greer 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.
Topics: sales tax compliance Now it's all on us
2 min read

TaxConnex to Present “Sales Tax & Business License Nexus - Unwinding the Complex Rules” at The Tax Technology Association’s 2013 Annual ACT Conference

By Jeff Meigs 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.

 

 

Topics: sales tax nexus CPA Now it's all on us
2 min read

TaxConnex Announces Successful Completion of SSAE 16 (SOC 1) Type 2 and SOC 2 Type 2 Audits

By Brian Greer 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.

Topics: sales tax compliance
2 min read

TaxConnex to Present at TeleStrategies Communications Taxation 2013

By Jeff Meigs 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.

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TaxConnex Invites Tax Decision Makers and Supporting Staff to Attend a Webinar Entitled “Sales Tax Compliance – It’s Risky Business”

By Brian Greer 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.

TaxConnex Sales Tax Compliance Webinar 

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TaxConnex to Address the Tax Consequences of Cloud-Based Services

By Brian Greer 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.

Topics: telecom tax sales tax filing
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TaxConnex Releases the Fourth Installment of their Handbook of Sales Tax Issues

By Jeff Meigs 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.


Topics: sales tax compliance sales tax filing
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TaxConnex adds new Telecom Clients, further expands telecom tax capabilities

By Jeff Meigs 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.

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TaxConnex - "Your Outsourced Sales Tax Department"

By Jeff Meigs 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:

  • Rapid responses to questions;

  • Open lines of communication;

  • Knowledgeable, responsive Practitioners;

  • A consistent point of contact;

  • Work done right; and

  • 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.

Topics: sales tax nexus sales tax compliance telecom tax
1 min read

TaxConnex Welcomes Lisa Greenman as Account Executive

By Brian Greer 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.
2 min read

TaxConnex, LLC and The CommLaw Group Deliver Telecom Tax Presentation to the Cloud Communications Alliance

By Brian Greer on Mon, Oct 08, 2012

Leading telecom tax and regulatory firms, TaxConnex and The CommLaw Group, recently presented to members of the Cloud Communications Alliance (CCA).  The presentation focused on the tax and regulatory hurdles facing Cloud Communications service providers and presented a how-to guide for managing their complexities.

CCA is comprised of industry leaders in Cloud Communications.  Members have the greatest experience, deepest technology investments, and largest customer bases in the industry.  CCA is revolutionizing the way enterprises communicate by combining personal attention, local presence, and nationwide reach with a network of proven providers.  CCA’s mission is to provide awareness of the new standard called Cloud Communications and drive its development through the pursuit of new technical standards, capabilities, and applications.

The presentation by TaxConnex and The CommLaw Group was part of an educational series which provides guidance for managing the complexities of tax and regulatory compliance. The presentation included: the evolving concept of nexus; differences between “taxes” and “fees”; determining the taxability and assessability of cloud services; registering with the Departments of Revenue and Secretaries of State; options for calculating and reporting taxes and fees; and remediation options if exposed to taxes or fees.

“We are honored to work with CCA and to present to their member community,” stated Brian Green, TaxConnex Partner.  “Cloud communications is continuously evolving and there is an abundance of confusion in the industry related to tax and regulatory compliance.  By making this educational series available to their members, CCA is at the forefront of thought leadership.”

“One of the goals of this educational webinar is to clarify just how different taxes and regulatory fees are, and to make sure everyone walks away with the understanding that the same rules of the road do not necessarily apply to both,” stated Jonathan Marashlian from The CommLaw Group.

A complete copy of the webinar can be found here - Cloud Communications Webinar.


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, telecom tax, 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.

About The CommLaw Group
The CommLaw Group, is a full service Washington, D.C.-area law firm serving the comprehensive legal needs of the communications industry, with experience in all aspects of federal and state telecommunications law and regulation. With decades practicing before the Federal Communications Commission ("FCC"), state telecommunications regulatory agencies, attorneys general, and state and federal courts, the depth and scope of our capabilities distinguishes our firm. Our attorneys know the industry and take pride in using their business acumen when advising clients on the financial, operational, and regulatory issues that allow companies in the dynamic communications industry to innovate and thrive.
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TaxConnex and Business Licenses, LLC Form an Alliance to Deliver Sales Tax Outsourcing and Business License Outsourcing Solutions

By Brian Greer on Mon, Aug 27, 2012

Leading sales tax and business license firms, TaxConnex, and Business Licenses, LLC announced today that they are joining forces to deliver superior sales tax outsourcing and business license outsourcing solutions.  The alliance enables companies to deploy a best of breed outsourcing service to reduce the risk associated with the highly transactional and often confusing business license and sales tax compliance processes.

TaxConnex Partner, Brian Greer, describes the value in the alliance, “Over the years, we have often found the same person who makes the buying decisions for sales tax outsourcing solutions is the same person who makes the buying decisions for business license outsourcing solutions as well.  Expanding our respective offerings when working with clients helps each firm provide a more complete service offering and helps the client easily solve real needs in both of these critical areas.”

“Business licenses can be very problematic if not managed proactively,” says Doug Starr, VP Sales & Marketing at Business Licenses, LLC.  “Having an outside firm perform the business license research, identify gaps in the existing set of licenses, and manage the licenses prospectively helps minimize risk.  Our hands-on approach to managing the licenses is similar to TaxConnex’s hands-on approach to managing sales tax matters.  It’s a solid cultural alignment between our firms.”

Interested firms should contact Brian Greer at TaxConnex for more information.

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 sales tax emergency response 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.

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 major corporations with 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 any domestic or 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 services space.
2 min read

TaxConnex Partner Jeff Meigs Joins SalesTaxSupport.com as a Featured Sales Tax Nexus Blogger

By Jeff Meigs on Thu, Jul 26, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing and sales_tax_consulting services, is pleased to add to the sales tax nexus conversation at SalesTaxSupport.com, with TaxConnex Partner Jeff Meigs joining as a featured contributor.

Few are as qualified as Jeff to discuss sales tax nexus issues.

Sales and use tax is a passion for Jeff, and has been a key component of every stage in his career.  Jeff graduated from North Carolina State University and was quickly recruited by the North Carolina Department of Revenue.  Soon after, he honed his state and local tax skills as a manager for Ernst & Young, and later as a Senior Manager for KPMG.  Jeff was a key leader in GE's sales and use tax department where he helped provide direction in one of the most unique sales and use tax environments in the country.  Eventually, Jeff was recruited by Tax Partners where he was the VP of Client Services, and later ran their sales tax consulting practice after the Thomson Reuters acquisition.  Jeff joined TaxConnex as a Partner in 2010.
 
“I’m excited to join SalesTaxSupport.com as a sales tax nexus featured blogger,” says Jeff Meigs.  “I always think of myself as a sales tax consultant, so this feels like a  great opportunity for me.  I really enjoy talking with people about sales tax issues, especially the changes in sales tax nexus laws that affect their business.  With the sales tax nexus blog, instead of talking to one person at a time, I’m talking to many.  I like that idea and am really looking forward to sharing my opinions and hearing back from the sales tax community.”

“At TaxConnex, sales tax is our only business,” adds Brian Greer, TaxConnex Partner and VP of Sales and Marketing, “so we are deeply committed to the sales tax community.  Many of us in the sales tax community have known each other for years and are working on the same issues, so this seems like a natural fit.  Plus, SalesTaxSupport.com is a great forum for Jeff.  He’s such a natural communicator.”

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.

About SalesTaxSupport.com
SalesTaxSupport.com (published by STS Publishing LLC) is a free information website where small-medium businesses can find sales tax information, as well as a broad range of resources from recognized sales tax solution and service providers. Visit the Sales Tax Support website at www.salestaxsupport.com/ or call 1-888-344-3944 for more information.
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TaxConnex Publishes Sales Tax Consulting Case Studies Covering Sales Tax Nexus and More

By Brian Greer on Tue, Jul 17, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing and sales tax consulting services, announces the publication of four case studies developed through TaxConnex’s sales tax consulting practice.  These case studies cover the topics of sales tax nexus, sales tax audits, sales tax outsourcing and sales tax due diligence.

“Through our sales tax consulting practice, we meet a variety of companies and see many different sales tax issues.  These cases represent the four major areas that we see most often during our consulting engagements,” says Brian Greer, TaxConnex Partner and VP-Sales and Marketing.   “These cases provide an opportunity to learn from the experiences of others.  Perhaps the biggest learning from these cases is that sales tax situations should be addressed as soon as they are identified using a disciplined approach and the skills of an experienced professional.”

These cases are quick to read and each illustrates a sales and use tax principle.  They are based on actual engagements, with the names changed to protect confidentiality.

The four case studies can be downloaded http://www.taxconnex.com/case-studies?utm_campaign=Case-Studies&utm_source=Press%20Release here.


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.
1 min read

TaxConnex Expands – Selects Anne Birkmann as Partner and Vice President Operations

By Brian Greer on Tue, Jun 12, 2012

TaxConnex, America’s leading independent provider of sales tax consulting, sales tax nexus services, and sales tax outsourcing, recently announced the addition of Anne Birkmann as Partner and Vice President Operations. The addition of Anne adds capacity and expertise to TaxConnex’s growing business.

“We are excited to add Anne to the TaxConnex team. Anne brings a wealth of experience from the sales tax industry having spent the last 12 years implementing software systems and leading the implementation of hundreds of sales tax outsourcing engagements,” says Robert Dumas, TaxConnex Founder and Managing Partner.

“I’m looking forward to my new role at TaxConnex. I’ve worked with the partners at TaxConnex before and have known them for almost ten years. I’m joining them because we share the same beliefs in delivering strong client service and client solutions,” adds Birkmann.

As Vice President Operations, Anne will manage the transition of all new clients into TaxConnex’s sales tax outsourcing service. She will also be responsible for process quality and supporting TaxConnex’s network of Practitioners.

TaxConnex Partner Brian Greer sums it up, “We’re very excited to be working with Anne again. TaxConnex has experienced a lot of growth in the previous twelve months. Anne’s sales and use tax experience will enable TaxConnex’s growth to continue and accelerate.”

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.

2 min read

TaxConnex Announces the Publication of “A Handbook to Sales Tax Issues”

By Jeff Meigs on Thu, May 31, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing and sales tax consulting services, announces the publication of a new article series entitled “A Handbook to Sales Tax Issues” authored by TaxConnex Partner, Brian Greer, and directed to the small and mid-market business community.

The uniqueness of this series is that it is written for the lay person that doesn’t speak ‘sales tax’. It is designed for the accounting professional who has had sales tax dropped on their desk or the tax person that has been newly appointed to sales tax.

Brian Greer sums it up; “We’ve found that small and mid-sized businesses that lack an internal sales tax expert often struggle with a similar set of issues. These common issues are internet sales tax, sales tax nexus, exemption certificate management, and the Streamlined Sales Tax Agreement, just to name a few. This new series of articles will tackle each of these issues individually, giving the reader fresh insight and a working knowledge of each topic."

Following is an excerpt from the first article in the series, “Internet Sales: Amazon Laws, Affiliate Nexus, and Click-Through Nexus”:

"Today, when my daughter asks me about sales tax, my explanation is a bit more in-depth than the one I received as a child. I tell her "Honey, the retailer, acting as an agent of the state, collected and remitted sales tax on your purchase. If you had purchased those Milk Duds from an internet retailer that hasn't established nexus in our state, then the retailer would not have been responsible for collecting the tax. In that case, you’d have to self accrue the tax and report it as use tax on your state income tax return. Unless you bought the Milk Duds in a state that has passed an "Amazon" law and then the internet retailer would have to collect and remit the sales tax if they had affiliate relationships in the state. Even then, depending on where you are, the retailer might have to send you and the state an accounting of your purchases." Not quite as simple as it used to be."

The series can be viewed on the TaxConnex website at http://www.taxconnex.com. Each month a new installment in the series will be published.

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.

2 min read

TaxConnex to Conduct a Telecom Tax Compliance Workshop at FISPA in Atlanta on June 18

By Jeff Meigs on Wed, May 23, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, will be presenting a Telecommunications Tax Compliance Workshop for VoIP and Hosted PBX Service Providers at FISPA’s (Federation of Internet Solution Providers of the Americas) Simmering Service Provider Summit in Hotlanta June 18 – 20.

TaxConnex will host a two-part workshop on June 18th for VoIP providers from 3 – 5pm and is open to members and guests. The first part of the workshop focuses on needs of new providers and covers:

  •     What creates nexus for new VoIP providers;
  •     Understanding taxability of your products and services;
  •     Seeking exemptions with your carriers;
  •     Calculating tax and invoicing your clients;
  •     Registering with the Departments of Revenue; and
  •     Filing your first return.

The second part of the workshop focuses on existing VoIP providers and covers:

  •     Understanding the taxability of your products and services;
  •     Determining your prior period tax exposure;
  •     Voluntary disclosures or amnesty filings;
  •     Seeking exemptions with your carriers;
  •     Calculating tax and invoicing your clients;
  •     Registering with the Departments of Revenue; and
  •     Filing your first return.

“We enjoy presenting to the Internet Service Provider (ISP) and Managed Service Provider (MSP) communities,“ says Robert Dumas, presenter and TaxConnex Founding Partner. “ I am impressed with the entrepreneurial spirit and approach that the Service Providers have. Their agility and ability to react quickly will contribute to their success in delivering VoIP and Hosted PBX services to their current and future customers. I definitely look forward to meeting with them at the FISPA conference.”

“FISPA is dedicated to the Service Provider and emerging Competitive Local Exchange Carrier (CLEC) market which continually strives to deliver additional service opportunities to their client base,” says Brian Greer, TaxConnex Partner. “Because of the complexities surrounding VoIP taxes, this workshop is ideal for ISP’s that have tax compliance questions.”

“This is a ‘repeat’ performance for TaxConnex at a FISPA conference. We have found their expertise to be ‘all inclusive’ and they have the ability to resolve previous issues and predict future events to ensure our membership is tax knowledgeable and hopefully compliant,” stated Jim Hollis, FISPA’s Executive Director.

FISPA’s “Simmering Service Provider Summit in Hotlanta” takes place June 18th – 20th. To register for the summit, contact FISPA at 877-919-4521 or visit the Summit Registration at FISPAlive.com.

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 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.

FISPA Contact
Jim Hollis, executive(dot)director(at)fispa(dot)org
877-919-4521
http://www.fispa.org

1 min read

TaxConnex Presents VoIP Taxation Solutions at ISP America Conference

By Jeff Meigs on Thu, Apr 19, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, recently led a VoIP and telecommunications tax workshop for the growing VoIP provider segment at the ISP America conference in Orlando.

“This was our first opportunity to present to the ISP America community“ said Robert Dumas, presenter and TaxConnex Founding Partner. “ I was very impressed with the entrepreneurial spirit and approach that the ISP’s have. Their agility and ability to react quickly will contribute to their success in delivering VoIP services to their current and future customers. I definitely look forward to future events with ISP America.”

“The ISP America conference is dedicated to the Internet Service Provider market which continually strives to deliver additional service opportunities to their client base” said Brian Greer, TaxConnex Partner. “Because of the complexities surrounding VoIP taxes, the workshop was an ideal situation for ISP’s to get their questions resolved and to understand what is necessary to roll-out this new service to their clients.”

TaxConnex’s ISP America presentation included discussions on sales tax nexus, taxability of VoIP services, quantifying and remediating prior period exposure, and registering and filing VoIP tax returns. Content from the presentation is available online at TaxConnex VoIP Tax Workshop.

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.

2 min read

TaxConnex and CertCapture Discuss Exemption Certificate Risks and Management in Upcoming Webinar

By Jeff Meigs on Thu, Mar 22, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing and sales tax consulting services, and Tax Technology Services (TTS), renowned tax compliance solutions provider, invite sales and use tax professionals to a webinar entitled “Exemption Certificate Management – State Auditor Techniques and Business Best Practices.”

The webinar will begin with an overview of the risks associated with poor exemption certificate management and conclude with a demonstration of TTS’s flagship product, CertCapture.

“As a former state auditor in North Carolina, I can tell you that missing or invalid exemption certificates are an easy source of revenue,” says Jeff Meigs, TaxConnex Partner. “I would always look at the exemptions claimed on the return and ask for documentation to substantiate the exemption. If you can’t provide your exemption certificates and demonstrate they are complete and valid, then the transaction is taxable and you will be assessed the additional tax. It’s that easy. For the business, it means you have to have a well managed process to gather the certificate, validate it and manage it over time.”

“Now more than ever, companies must take stock of all their exemption certificates by verifying that they are on file, organized, accurate and up-to-date,” adds Silvia Aguirre, TTS Principal and former State Auditor for Texas. “That’s the benefit of our flagship product, CertCapture. It enables businesses to manage the exemption certificate process, demonstrate compliance and avoid penalties.”

The webinar is open to all businesses that are interested in exemption certificate management. The webinar takes place April 25, 2 PM EDT. More details can be found at http://www.taxconnex.com/resource-center/webinars/ or at http://www.certcapture.com.

About TaxConnex
TaxConnex is America’s leading independent sales tax outsourcing firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and sales tax audit support 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 sales tax nexus determination. TaxConnex is your “on-call” Sales & Use Tax Department.

http://www.TaxConnex.com

About Tax Technology Services
Tax Technology Services, LLC was founded in 2002 and is a renowned tax compliance provider with a commitment to quality customer service. TTS’s flagship product CertCapture is a leading solution for the management of sales tax exemption certificates. Regardless of platform, size, or staffing situation, CertCapture streamlines processes and controls exposure through automation, optional integration and managed services. CertCapture integrates with all major tax engines and ERP platforms; provides point of sale and eCommerce solutions.

2 min read

TaxConnex to Present at ISPAmerica 2012 Tax Compliance VoIP Workshop

By Jeff Meigs on Thu, Mar 01, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, invites Telecom and VoIP service providers to meet and hear TaxConnex’s Founding Partner, Robert Dumas, CPA at the ISPAmerica conference. Robert will speak at the Tax Workshop and Presentation, covering topics related to telecom tax for start ups and new entrants.

“We talk with a lot of VoIP providers that are either just entering the market or have been in the market for a fairly limited amount of time”, says Robert. “We spend a good bit of time helping these companies take the right compliance steps to enter the market. We also spend time with companies that need to correct prior period issues. The workshop at ISPAmerica 2012 is designed to help both types of companies, start-ups with a clean slate and new entrants that need some correction. The workshop is an opportunity for these companies to learn about telecom tax issues and leave with a plan for compliance.”

The workshop and presentation takes place at ISPAmerica 2012 on Tuesday, March 27, from 11:30 – 1:00 PM. The presentation is in two parts. Part One, for new VoIP providers covers:

  •      What creates nexus for new VoIP providers;
  •     Understanding taxability of your products and services;
  •     Seeking exemptions with your carriers;
  •     Calculating tax and invoicing your clients;
  •     Registering with the Departments of Revenue; and
  •     Filing your first return.

Part Two, for VoIP providers that are already in the market, covers:

  •     Understanding the taxability of your products and services;
  •     Determining your prior period tax exposure;
  •     Voluntary disclosures or amnesty filings;
  •     Seeking exemptions with your carriers;
  •     Calculating tax and invoicing your clients;
  •     Registering with the Departments of Revenue; and
  •     Filing your first return.

ISP America 2012 is produced by WISPA and FISPA. This year's event is scheduled from March 26th to March 30th at the Disney's Coronado Springs Resort at Walt Disney World®.

About TaxConnex
TaxConnex is America’s leading independent sales tax outsourcing firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and sales tax audit support 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 sales tax nexus determination. Working with The CommLaw Group and SureTax, TaxConnex delivers a complete planning, compliance, calculation and payment solution to telecom and VoIP providers. TaxConnex is your “on-call” Sales & Use Tax Department.

1 min read

Sales Tax Turmoil Leads to Growth at TaxConnex

By Jeff Meigs on Wed, Feb 15, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, announces another period of exceptional sales growth. In the first forty five days of 2012, TaxConnex’s client base has expanded by 25%, a compounded annual growth rate of over 200%. Growth has come through sales tax outsourcing engagements and sales tax nexus projects.

“In the last six months, there has been turmoil in the sales and use tax vendor space as providers have left the business or sold their practices. This has led clients to rethink their needs and reconsider their vendor choices”, said Brian Greer, TaxConnex Partner. “We are connecting with new clients that are looking for something more than just return prep and filing. They’re looking for an outsourced sales and use tax department. We’re able to provide that by assigning a skilled Practitioner to manage the engagements through our revolutionary TaxConnex Office Suite, which provides transparency to the client.”

TaxConnex’s familiarity with the various sales and use tax systems and platforms, and their bench of skilled Practitioners has led to a seamless onboarding process for new clients. “As our client base has grown, so has our pool of Practitioners, mostly through word of mouth”, says Robert Dumas, CPA, and TaxConnex Partner. Dumas continues, “With our history in sales tax outsourcing dating back to 1998, we’ve seen just about every sales and use tax system and data format out there. That level of experience is really valuable to clients as we transition them to our service.”

About TaxConnex
TaxConnex is America’s leading independent sales tax outsourcing firm. Using a team of experienced tax and accounting professionals, TaxConnex provides sales tax outsourcing, sales tax consulting and sales tax audit support 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 sales tax nexus determination. TaxConnex is your “on-call” Sales & Use Tax Department.

1 min read

TaxConnex Announces the Release of TaxConnex Office Suite Version 2.0.

By Jeff Meigs on Mon, Jan 30, 2012

(PRWEB) TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, announces the release of TaxConnex Office Suite 2.0.  TaxConnex Office Suite is the sales and use tax management platform that connects the TaxConnex Practitioners with their clients and provides a portal to distribute various applications used during client engagements.

“As an outsourced sales tax department provider, this latest version of TaxConnex Office Suite aligns with our goal of increasing the transparency between the TaxConnex Practitioners and clients,” said Robert Dumas, founder of TaxConnex.  “Version 2.0 contains several enhancements that increase filing efficiency including an automated certificate of mailing and “expeditors” that facilitate the mapping of clients’ tax data to returns.  It also significantly increases the client’s ability to view, track and reference completed returns and filings. Version 2.0 is part of our continuing strategy to enhance the technology platform shared between our Practitioners and clients.”

These technology enhancements are necessary to manage some of the more administrative functions and thus enable the Practitioner to focus on delivering the value-add services that TaxConnex clients have grown accustom to such as addressing addressing nexus issues managing taxability questions, and helping them determine the best audit strategy.

“As a TaxConnex Practitioner, I view myself as my clients' sales tax manager.  It’s important my clients have access to the returns and various work papers.  It’s just as important though to have the right tools to free me up to address the more strategic issues of my clients' businesses,” said Donna Contestabile, TaxConnex Practitioner.

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 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.
1 min read

TaxConnex, America’s Leading Independent Provider of Sales and Use Tax Outsourcing Services, Announces the Formation of a New LinkedIn Group - Sales Tax Outsourcing

By Jeff Meigs on Tue, Jan 17, 2012

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, announces the formation of a new LinkedIn group. The group - Sales Tax Outsourcing - was formed for the purpose of sharing best practices, discussing current trends and gaining better insight into successful tax outsourcing engagements.

“The Sales Tax community is relatively small, so many of us have connections to each other,” says Brian Greer, TaxConnex Partner and founder of the Sales Tax Outsourcing group. “The Sales Tax Outsourcing group on LinkedIn is a place where the sales tax community can meet online to network and share ideas.”

“One of the benefits of this group is staying ahead of important industry trends. For example, there is a lot of turmoil in the Sales Tax space right now. Major vendors are leaving the space or closing service centers - causing significant disruption in the way some businesses are handling their sales tax needs. This group enables us to connect with others and work through these issues together,” continues Greer.

TaxConnex welcomes all persons interested in sales and use tax to join the conversation at LinkedIn - Sales Tax Outsourcing.

1 min read

TaxConnex Celebrates Another Year of 100% Sales Tax Practitioner Retention

By Jeff Meigs on Mon, Nov 28, 2011

TaxConnex, America’s leading independent provider of sales and use tax outsourcing services, celebrates its third consecutive year of 100% sales tax practitioner retention.  Practitioners provide sales and use tax services by preparing and filing returns, addressing sales tax nexus and taxability questions, and delivering continuous support.  

“Another year of 100% Sales Tax Practitioner retention is a great milestone for TaxConnex because the sales tax practitioner model is at the heart of how we do business”, states Brian Greer, VP at TaxConnex.  “The Practitioner acts as the client’s off-premise sales tax employee.  There is an investment that clients and Practitioners make in the relationship, so stability clearly benefits the client, but these relationships are also a source of satisfaction for our Practitioners.  Our Practitioners are degreed professionals that take pride in their work.  The Practitioners are the clients’ primary point of contact and the main representative of TaxConnex and we appreciate all that they do.”

“I’ve been with TaxConnex since the beginning”, says Terry Fontaine, a Practitioner at TaxConnex.  “TaxConnex looks at sales tax outsourcing differently.  Instead of just preparing returns, my clients rely on me as their telecom tax resource.  Playing that key role for my clients is gratifying and makes me directly accountable to them for their satisfaction.

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 sales tax emergency response services to businesses of all sizes with a focus on technology companies, small and mid-sized businesses, and Telecom/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.
Topics: sales tax nexus sales tax compliance telecom tax
1 min read

TaxConnex Launches Lunch & Learn Program Focused on Sales Tax Nexus

By Jeff Meigs on Tue, Nov 15, 2011

TaxConnex Launches Lunch & Learn Program Focused on Sales Tax Nexus

TaxConnex announces the newest edition to their Lunch & Learn series, “Top Five Issues that Create Sales Tax Nexus”.

 “Top Five Issues that Create Sales Tax Nexus” focuses on common nexus creating issues including traveling sales reps, trade shows, Amazon laws, contract labor, and applying income tax nexus rules to sales tax nexus.  

“Sales tax is a very specialized field.  Many local and regional public accounting firms do not have the in-house expertise to address today’s complex sales tax issues,” says VP Brian Greer.  We developed the sales tax nexus program because this issue is becoming increasingly complex.  Sales tax nexus affects businesses in all industries but especially small to mid-seized companies.”  

TaxConnex's Lunch & Learn program is directed toward CPA’s and public accounting firms that lack an in-house sales tax practice. The Lunch & Learn series provides CPAs and public accounting firms with an overview of relevant sales tax nexus issues, real-life examples, and an opportunity for firm employees to address questions specific to their clients' needs. These events are non-invasive and provide CPAs and their staff with real world, relevant sales tax information.  

A recent Lunch & Learn participate summed up the experience, saying “The program provided by TaxConnex was right on target with issues we face on a daily basis.  Our employees left the session with real answers to real questions, not just text book material with limited real world application.”

For additional details or to schedule a Lunch & Learn for your firm, contact Brian Greer.

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 sales tax emergency response 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.
Topics: sales tax nexus telecom tax
4 min read

TaxConnex, The CommLaw Group and SureTax Team Together

By Jeff Meigs on Fri, Oct 28, 2011

Atlanta, GA – Leading telecommunications tax and regulatory firms, TaxConnex, The CommLaw Group, and SureTax, announced today that they are joining forces to deliver superior tax and regulatory solutions to the telecommunications industry. The ability to work together creates a best of breed one-stop shop that serves the tax, regulatory and calculation needs of telecommunications and Voice over IP (“VoIP”) service providers.

With the ability to offer this one-stop solution, TaxConnex provides tax consulting and tax compliance expertise, The CommLaw Group and its affiliated consulting firm, The Commpliance Group provide regulatory advice and regulatory compliance services, while SureTaxTM Telecom powered by CCH, provides a software-as-a-service (SaaS) calculation engine for the proper calculation of taxes and fees to be presented on customer invoices and aggregated for monthly reporting.

TaxConnex Partner, Brian Greer, describes the value in a one-stop solution, “Over the years, we have found that tax, regulatory and calculation services are three very distinct disciplines requiring three very different sets of expertise. While accessing all three services from one vendor may be appealing initially, the customer is often getting a watered down version of what they really need. This relationship delivers a superior solution to clients by providing best of breed talent for each unique discipline, but with the convenience of a single point of contact.”

We believe in providing boutique firm expertise with small firm attention to deliver big firm results” adds Jonathan Marashlian, Managing Partner at The CommLaw Group. “I’m excited about this new offering because it builds on our core philosophy, which is to deliver an unrivaled combination of service and value to firms in search of guidance and thoughtful solutions to the regulatory compliance puzzle during this unprecedented era of technological convergence and legal uncertainty”.

SureTax delivers the most robust, real-time and accurate tax calculations in the complex world of telecommunications. We understand the nuances of telecom and by using the robust content of CCH we are able to address the specialty rules that apply to emerging areas such as VoIP, Wireless and Digital Goods. By teaming SureTax with TaxConnex and The CommLaw Group we have a robust offering that delivers insightful, expert solutions to telecommunications providers” adds Mike Sanders, President of SureTax.

Interested telecommunications firms should contact Brian Greer for more information.

 

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 sales tax emergency response 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.

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 SureTax

Based in Atlanta, Georgia, the SureTax team has been serving the Telecom market for decades and understands the nuances of transaction tax on Telecom services – including Traditional Long Distance, Local, Mobile, VoIP, Prepaid, Cable, Bundled Services, Internet, and Digital Goods. The technology team behind SureTax specializes in software engineering for high security, high-volume transaction processing systems and has delivered solutions that drive mission critical transactions for enterprise clients since 1993. For more information, visit us on-line at www.suretax.com.

 

Topics: telecom tax
1 min read

TaxConnex Waives Sales and Use Tax Outsourcing Transition Fees through December

By Jeff Meigs on Fri, Oct 07, 2011

(PRWEB) October 07, 2011

TaxConnex, America’s leading independent sales and use tax outsourcing and consulting firm, today announced that it will waive the transition fees for sales and use tax outsourcing transition throughout the remainder of 2011. The announcement comes as companies are looking to implement new sales tax outsourcing relationships before the end of the year.

The fee waiver includes transition services for companies that select TaxConnex as their sales and use tax outsourcing provider and extends to companies that are currently outsourced to other providers.

TaxConnex Partner Brian Greer, describes the fee waiver like this, “In the fourth quarter, companies plan for fresh starts for the new calendar year. When a company selects TaxConnex as their sales and use tax outsourcing provider in the fourth quarter, it has adequate time to transition the work to us and start the service with the January returns filed in February. Making the switch to TaxConnex is painless, and now with the waiver, the switch has never been more affordable.”

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 sales tax emergency response 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.

To learn more, contact Brian Greer or http://www.TaxConnex.com.

1 min read

White Paper Identifies Five Sales Tax Missteps by Technology Firms

By Jeff Meigs on Wed, Sep 28, 2011

TaxConnex, America’s leading independent sales tax outsourcing and consulting firm, today released the latest addition to its series of white papers on sales and use tax issues affecting technology companies.  The latest, entitled “Top Five Activities that Cause Sales Tax Nexus for Technology Companies” was authored by Jeff Meigs, Partner and leader of TaxConnex’s Technology Consulting Practice.

“Sales and use tax is often left unaddressed by technology companies”, says Meigs, “which leads to uncollected sales taxes, interest and penalties.  These hidden liabilities are preventable for the most part and tend to pop up at the most inopportune times such as during the due diligence associated with a merger or acquisition.”

“Much of the confusion stems from a misunderstanding of sales tax nexus creating activities” added Meigs.  "Establishing a presence in a state, even temporarily, may create nexus, giving the technology company the duty to collect and remit sales tax.  Affiliate relationships, sales calls, trade shows and even on-site support visits can create sales tax nexus.  Having sales tax nexus will open up every transaction to potential tax liability, including otherwise non-taxable internet transactions.  A company really needs to know the consequences of its activities in relation to creating sales tax nexus so they can make informed decisions. Otherwise, they may be creating sales tax nexus and generating unfunded tax liabilities that will cause problems later.”

In this white paper, TaxConnex identifies five common issues that technology companies encounter that can inadvertently lead to hidden sales tax liabilities by creating nexus.  If you are uncertain whether your company may have established nexus or if you need assistance planning for potential nexus creating activities, call 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 sales tax emergency response 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.
Topics: sales tax nexus sales tax compliance
1 min read

TaxConnex Launches TaxConnex Emergency Response(SM)

By Brian Greer on Wed, Apr 06, 2011

Atlanta, GA

(PRWEB) April 07, 2011

TaxConnex, America’s leading independent sales and use tax compliance and consulting firm, announces the launch of TaxConnex Emergency Response(SM). TaxConnex Emergency Response(SM) provides immediate professional assistance to businesses that are facing looming sales and use tax issues.

TaxConnex’s unique and flexible organization enables TaxConnex Emergency Response(SM) to assign top tier professional help to urgent situations, immediately and without “emergency up-charges”. Using a team of experienced Sales and Use Tax professionals, TaxConnex Emergency Response(SM) is available, immediately, to work on time critical issues such as sales tax returns, assessment mediation, audit defense, notice clearance, penalty/tax abatement and taxability/nexus/applicability issues.

“TaxConnex is unique in that we are an independent compliance and consulting firm, so we are nimble and able to react more quickly than larger firms”, says Doug Starr, CEO and co-founder of TaxConnex. “With TaxConnex Emergency Response(SM), we can begin to help with an issue on-the-spot, which is a tremendous benefit to businesses facing immediate and potentially expensive issues. We know that these critical issues cost money every minute they are open. We have the resources to handle them quickly, professionally, and with no emergency up-charges.”

About TaxConnex. TaxConnex is America’s leading independent Sales and Use Tax compliance and consulting firm. Using a team of experienced sales tax practitioners, TaxConnex provides sales tax outsourcing, sales tax consulting and sales tax emergency response services to small and mid-sized businesses, large businesses, and VoIP providers. TaxConnex also provides services to CPA firms via TaxConnex CPA Advantage.

To learn more, contact TaxConnex, LLC.

http://www.TaxConnex.com

brian.greer@taxconnex.com

877.893.5304 x708

# # #

Topics: sales tax compliance sales tax