Sales & Use Tax

A sales tax audit can be a stressful process. Being represented by a professional from our firm who specializes in PA sales tax can be a substantial help and often reduces claims being made by the state. It is typically less costly to fight issues raised in an audit before becoming part of the final audit report. We are experienced in filing appeals with the state either as a result of a completed audit or filing refund petitions to recoup monies paid into the state in error.

We help you understand your sales tax compliance and areas of deficiencies before an audit takes place by doing a reverse audit. Without having the pressures of an audit or possible penalties and interest, we analyze revenue streams and whether sales tax should have been charged and collected. We then review expenditures and point out where sales or use tax should have been paid or perhaps where sales and use tax was paid unnecessarily. A reverse audit is a learning tool, and you will be better prepared if you are faced with a Pennsylvania sales and use tax audit in the future.

If your company is selling in other states, you have to be familiar with physical nexus concepts. You must also consider the taxability of sales into other states. If the amount of sales in another state approaches $100,000 in a year (California and New York have higher thresholds of $500,000), taxability should still be considered.

Other services include sales tax research, assistance with applications to request exempt status, and filing of requests for an initial sales tax license.