Sales & Use Tax Consulting
Specialized sales and use tax advisory focused on identifying exposure, resolving risk, and supporting defensible tax positions across complex transactions and operating environments.
Sales & Use Tax Consulting Services
Practical Sales & Use Tax
Insight Tax Advisors provides sales and use tax consulting services designed to help organizations navigate complex state and local tax issues. Our team works closely with private equity firms and portfolio companies to identify exposure, resolve risk, and implement practical solutions that reduce disruption and support scalable operations.
Audit Defense
Represent companies in state audits by managing requests, negotiating assessments, and identifying overpayments or refund opportunities.
Managed Audits
Lead taxpayer-managed audits with agreed scope and procedures, resulting in lower cost, reduced disruption, and faster resolution.
Reverse Audits
Identify sales and use tax overpayments, prepare documentation, file refund claims, and manage state review processes efficiently.
Nexus Reviews
Determine where tax nexus exists, analyze historical exposure, and quantify risk for financial reporting and transaction planning.
Taxability & Classification Analysis
Analyze taxability of complex products and services, addressing industry-specific challenges with documented and defensible guidance.
Voluntary Disclosure Agreements
Negotiate voluntary disclosures to limit lookback periods and penalties while resolving historical state sales and use tax liabilities.
Tax Technology Integration
Evaluate and implement sales tax automation tools and optimize systems to support accurate tax calculation, reporting, and audit defense.
Training & Ongoing Advisory
Provide guidance and training to finance and operations teams while serving as a trusted advisor as operations and regulations evolve.
Why Insight Tax Advisors
Senior-level experts personally lead each engagement
Decades of federal and state tax experience
Practical, solution-focused advisory approach
Experience across complex, multi-state environments
Support aligned with both transaction and operational needs
Sales & Use Tax Leadership
Let’s Address Your Sales & Use Tax Risk
Whether you are responding to an audit, assessing exposure, or improving ongoing processes, Insight Tax Advisors can help.
Nathan Cahill
Managing Director
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David Rohlmeier
Managing Director
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Erica Fernandez
Manager
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