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 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 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
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
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 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 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
2 min read

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