Sales Tax Compliance
Our consulting services focus on identifying risk, resolving historical exposure, and advising on complex sales and use tax issues—separate from ongoing compliance execution.
SALES TAX COMPLIANCE SERVICES
Scalable
Sales Tax Compliance
Insight Tax Advisors provides end-to-end sales tax compliance services for private equity–backed and growth-oriented companies. Our team manages the day-to-day execution of sales tax obligations, helping portfolio companies remain compliant across jurisdictions while reducing internal burden and risk.
Why Outsource Sales Tax Compliance?
Managing sales and use tax compliance becomes increasingly complex as companies expand across jurisdictions. Outsourcing compliance helps reduce risk, ensure accuracy, and free internal teams to focus on core operations—while experienced professionals manage filings, payments, and ongoing obligations.
Sales Tax Filings
Prepare and file accurate sales and use tax returns across state and local jurisdictions.
Nexus Monitoring
Determine where nexus exists, analyze exposure, and quantify risk for financial reporting and transaction planning.
Exemption Certificates
Collect, validate, store, and maintain exemption certificates to support audit readiness.
Ongoing Compliance Support
Day-to-day compliance oversight to ensure deadlines, accuracy, and consistency.
Registrations & Account Setup
Register entities in new jurisdictions and manage ongoing account maintenance.
Notice & Correspondence Management
Respond to routine state and local tax notices and compliance inquiries.
Compliance Process Optimization
Improve internal workflows, controls, and documentation for scalable compliance.
Sales Tax Technology Support
Support implementation and ongoing use of sales tax compliance tools and engines.
Our Compliance Process
Step-01
Assess
Nexus, transaction activity, and filing jurisdictions: We evaluate where sales tax obligations exist based on business activity, transaction volume, and jurisdictional requirements.
Step-02
Register & Set Up
Accounts and filing requirements: We register entities with applicable tax authorities and establish filing schedules, payment methods, and compliance workflows.
Step-03
File & Monitor
Returns, payments, and ongoing compliance: We prepare and file accurate sales tax returns, remit payments, and monitor activity to ensure deadlines and requirements are met.
Step-04
Support & Optimize
Ongoing oversight and issue resolution: We manage notices, exemption certificates, process improvements, and changes in filing obligations as the business grows.
Why Insight Tax Advisors
Senior-led oversight with dedicated compliance teams
Experience supporting PE-backed and multi-entity organizations
Scalable processes designed for growing portfolio companies
Technology-enabled compliance without overengineering
Seamless coordination with advisory and transaction teams
Sales Tax Compliance Leadership
Let’s Simplify Your Sales Tax Compliance
Whether you need ongoing filings, exemption certificate management, or scalable compliance support, Insight Tax Advisors can help.
Steven Scarborough
Managing Director
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Annette Gioia
Managing Director
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