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State and Local Tax

Sales and Use Tax Consulting Services

With more than 12,000 unique taxing jurisdictions in the U.S., our sales and use tax consultants provide unparalleled knowledge to keep you compliant.

Work with Our Sales and Use Tax Consultants

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Client Story

MyFitnessPal Streamlines its Sales and Use Tax Compliance

Mike Williams, Controller, reflects on the seamless integration of Clearview Group’s Sales and Use Tax experts into his team, which led to the successful navigation of indirect tax challenges for the fast-growing company.
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How to Determine Your Sales Tax Nexus

Nexus is the connection between a taxpayer and a state, ultimately deciding when the state has the jurisdiction to levy taxes on the taxpayer.
Sales tax nexus is typically established when a business’s retail activities in a state reach a specific revenue threshold or number of transactions.
If a business has sales tax nexus in a state, it’s obligated to collect and remit sales tax in that state. In some cases, it may also need to remit consumer use tax.
Conversely, if a business lacks sales tax nexus in a state, it’s generally not required to collect sales tax or pay consumer use tax. However, there may be a necessity to collect seller use tax.
If your business operates in multiple states, it can be confusing to determine your nexus in all those states. Working with our sales and use consultants makes the process clear.

Minimize Your Tax Burden by Maximizing Your Exemptions

Exemptions are unique state-by-state. Your business is also unique. Through reverse audits, we’ll take the time to understand where and how your business operates to determine what exemptions you qualify for.
That way, you can gain the full benefit of every qualifying exemption and avoid collecting unnecessary sales tax.
Get Started with a Reverse Audit

Validate

The purchase address is validated by CereTax. The system then determines the what, where, who, why, and how much for taxability.

Step 1

Step 2

Calculate

In milliseconds the taxes and impositions are calculated for the validated purchase.

Populate

CereTax uses this to populate the invoice with exact amounts and proper descriptions of all taxes and fees in compliance with Truth-in-Billing.

Step 3

Step 4

Aggregate

All transaction and tax data is aggregated in CereTax to give you all the reporting and analytics you need.

Update

The entire transaction is complete and the financial package is updated in the blink of an eye. All data is saved for audit defense.

Step 5

Step 1

Validate

The purchase address is validated by CereTax. The system then determines the what, where, who, why, and how much for taxability.

Step 2

Calculate

In milliseconds the taxes and impositions are calculated for the validated purchase.

Step 3

Populate

CereTax uses this to populate the invoice with exact amounts and proper descriptions of all taxes and fees in compliance with Truth-in-Billing.

Step 4

Aggregate

All transaction and tax data is aggregated in CereTax to give you all the reporting and analytics you need.

Step 5

Update

The entire transaction is complete and the financial package is updated in the blink of an eye. All data is saved for audit defense.

STATE AND LOCAL TAX

FAQs

Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.
Use tax is a tax on the use, storage, or consumption of goods and services when sales tax was not collected at the time of purchase. You typically need to pay use tax if you purchase taxable items from out-of-state vendors or online retailers who do not charge sales tax. The use tax rate is usually the same as the sales tax rate in your state or locality.

How We Help

We Provide a Variety of Sales and Use Tax Consulting Services

A review of your company’s purchase history within the statute of limitation period for both expensed and capital transactions to identify if the you’re overpaying sales and use tax. If we identify potential overpayments, we’ll collect the data and invoice documentation needed to substantiate the claim, prepare and file the refund claim, and work with the state to collect the refund on your behalf.
A review of your company’s purchase history within the statute of limitation period for both expensed and capital transactions to identify if the you’re overpaying sales and use tax. If we identify potential overpayments, we’ll collect the data and invoice documentation needed to substantiate the claim, prepare and file the refund claim, and work with the state to collect the refund on your behalf.
A review of your company’s purchase history within the statute of limitation period for both expensed and capital transactions to identify if the you’re overpaying sales and use tax. If we identify potential overpayments, we’ll collect the data and invoice documentation needed to substantiate the claim, prepare and file the refund claim, and work with the state to collect the refund on your behalf.
A review of your company’s purchase history within the statute of limitation period for both expensed and capital transactions to identify if the you’re overpaying sales and use tax. If we identify potential overpayments, we’ll collect the data and invoice documentation needed to substantiate the claim, prepare and file the refund claim, and work with the state to collect the refund on your behalf.
A review of your company’s purchase history within the statute of limitation period for both expensed and capital transactions to identify if the you’re overpaying sales and use tax. If we identify potential overpayments, we’ll collect the data and invoice documentation needed to substantiate the claim, prepare and file the refund claim, and work with the state to collect the refund on your behalf.
Get Started - Talk to a Consultant

Meet Your Sales and Use Tax Advisor

Kelsey Althoff

Senior Manager | Sales and Use Tax
Kelsey is Senior Manager in the State and Local Tax Practice at Clearview Group. She is a Certified Public Accountant (CPA) with significant consulting experience. She has been serving clients at Clearview since 2015. Kelsey helps clients across industries and of various sizes with sales & use tax consulting & compliance services, personal property tax consulting and compliance services, and unclaimed property consulting. Over the last eight years, Kelsey has established herself as a go-to resource for sales and use tax issues. Kelsey has strong problem-solving skills and superior research and analysis techniques and provides outstanding customer service and client communication. She is proficient in CCH & RIA Research Databases and IDEA data analysis software.
Connect with Kelsey on LinkedIn

State and Local Tax Resources

Cutsheet
Articles
Case Study
We also help businesses with:

Business
Income Taxes

Compliance and
Risk Management

Audit and
Assurance

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