A Sales Tax Specialist You Can Refer With Confidence
When you refer a client to an outside specialist, you’re handing over something you built, the relationship, and the trust behind it. Protecting that is the whole job.
For more than twenty years, CPAs, attorneys, M&A advisors, and wealth managers have brought us in to handle the one thing that sits outside their lane: multi-state sales tax. We go deep on it, we work inside your timeline, and we hand the client back to you. We don’t pitch them other services, and we don’t compete for the relationship. Bring us in, and we make you look good.
The Advisors Who Refer to Us
- CPAs and accounting firms: sales tax isn’t most CPAs’ specialty, and the good ones bring in a specialist rather than guess across the 50
- Fractional CFOs: they’ve often seen sales tax issues get messy, and they know the value of bringing in an expert.
- M&A advisors and investment bankers: when sales tax exposure surfaces in a deal and threatens the price or the timeline.
- Transaction and business attorneys: for diligence, successor-liability questions, and getting exposure resolved before a closing.
- Wealth, estate, and exit-planning advisors: when a client is preparing to sell and wants the business clean before it goes to market.
- Quality of earnings teams and investors: when diligence turns up a number that needs to be quantified and resolved, fast.
Working Alongside You
The reason advisors keep bringing us back isn’t only the tax work. It’s how we handle the relationship around it.
- We stay in our lane. Sales tax is all we do. We’re not going to drift into your client’s income tax, their audit, or their legal work, that’s your ground, and we respect it.
- We work inside your timeline. Especially in a deal, we move at the pace the transaction demands rather than our own.
- We keep you in the loop. You decide how involved you want to be, copied on everything, briefed at milestones, or somewhere in between.
Why Do Advisors Bring Us In?
We go deep on the one thing that sits outside most advisors’ expertise. We have former Big Four advisors on the team, and real experience on the other side of the state audit process, so we know how exposure actually gets assessed, and how to challenge it. In a deal, that often means reducing a buyer’s estimated number or recovering part of an escrow holdback, which protects your client’s outcome and, by extension, the advice you gave them. The client’s problem gets solved cleanly, and you’re the one who brought in the right person.
The relationship stays yours. We handle the multi-state sales tax piece alongside you, not in place of you, so the client gets both, and you stay the lead.
Built on Referrals
A large share of our work has always come this way, and many of these relationships span years. An advisor sends us one client, then another, and stays with us as those clients move from one company to the next. We treat every referral as exactly what it is (someone trusting us with a relationship they value) and we protect it like it’s our own.
Have a Client Who Needs a Specialist?
If a client of yours is expanding into new states, facing an audit, cleaning up back taxes, or heading into a deal, a short conversation will tell us (and you) whether it’s something to act on. No pressure, and no risk to the relationship you’ve built.
