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.

 

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.

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.

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.

 

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 16^th 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.

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.

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.

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.

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.

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.