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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Sales Tax Audit Defense
Sales tax audits are often aggressive and assumption-driven. Insight Tax Advisors provides experienced audit defense to protect businesses from unfair assessments and unnecessary penalties.
We manage all communications with auditors, review information requests, analyze transactions, and present documentation strategically. Our team challenges unsupported assumptions, addresses gray areas in tax law, and negotiates outcomes based on facts and applicable statutes.
Our goal is to ensure businesses pay only the tax legally owed — and nothing more.
Managed Audits
A managed audit allows taxpayers to take a more active role in the audit process while working cooperatively with the state. Insight Tax Advisors guides businesses through managed audits to reduce cost, disruption, and risk.
We help define audit scope, oversee data review, calculate liabilities, and coordinate submissions under state supervision. This approach often leads to reduced penalties, faster resolution, and greater control over the audit process.
Managed audits provide a more efficient alternative to traditional state-led examinations.
Reverse Audits
Reverse audits identify sales and use tax overpayments that may be recoverable through refunds or credits. Insight Tax Advisors conducts detailed reverse audits to uncover refund opportunities while strengthening compliance processes.
We review historical filings, analyze transactions, document exemptions, and prepare refund claims with supporting authority. Our team manages communications with tax authorities and tracks claim progress through resolution.
In addition to recovering cash, reverse audits help improve future compliance and reduce exposure.
Nexus Review
Understanding where nexus exists is essential for managing sales and use tax risk. Insight Tax Advisors performs nexus reviews to identify current and historical filing obligations.
We analyze business operations, sales activity, transaction volume, and expansion history to determine where physical or economic nexus has been triggered. Our team quantifies exposure and provides clear recommendations for registration, remediation, or voluntary disclosure where appropriate.
Nexus reviews provide a foundation for compliant growth and informed decision-making.
Taxability & Classification Analysis
Incorrect taxability determinations are a common source of audit exposure. Insight Tax Advisors performs detailed taxability and classification analysis to ensure products and services are treated correctly across jurisdictions.
We review transactions, evaluate applicable statutes and rulings, and build taxability matrices aligned with business operations. Our analysis supports accurate tax calculation and defensible filing positions.
This work reduces audit risk and strengthens long-term compliance.
Voluntary Disclosure Agreements
Voluntary Disclosure Agreements (VDAs) allow businesses to resolve historical tax exposure while limiting penalties and lookback periods. Insight Tax Advisors manages the full VDA process across jurisdictions.
We assess exposure, prepare disclosures, calculate historical liabilities, and negotiate terms with tax authorities. Our team coordinates registrations, filings, and ongoing compliance following acceptance.
VDAs provide a structured, efficient path to compliance while protecting transaction value.
Tax Technology Integration
Insight supports tax technology integration as part of both compliance and consulting engagements. We work with tax engines to ensure systems are configured correctly, mapped accurately, and producing reliable outputs.
Our team validates calculations, reviews reporting logic, and aligns technology with filing and audit requirements. This ensures automation supports compliance rather than creating hidden risk.
Training & Ongoing Advisory
Insight Tax Advisors provides ongoing advisory support to help businesses navigate evolving sales and use tax issues. Our team works closely with internal finance and tax teams to provide guidance on compliance, system changes, and regulatory developments.
Where appropriate, we assist with process education and practical training related to sales tax workflows, documentation, and audit readiness.
This advisory support helps businesses maintain confidence in their compliance approach as operations evolve.