Jeff Meigs

Jeff Meigs


Recent posts by Jeff Meigs

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.