Sales and Use Tax

PRIMARY CONTACTS: Stephen R. Worth CPA, JDMary D. Richter CPA 

At Schneider Downs, our State and Local Tax professionals are fully committed to helping clients with complex and ever-changing sales and use tax laws and regulations.

Evolving technology is allowing businesses to rapidly expand their markets. As businesses expand, they can become entangled in a maze of complex sales and use tax issues involving multiple tax jurisdictions just as state governments are becoming more aggressive in the enforcement of their tax laws.

Our Sales and Use Tax Services

Some of the ways we can assist and add value to your organization include:

Nexus Reviews - Review of a company's operations to ensure proper sales and use tax registration in states where a taxable presence exists.

Voluntary Disclosure Agreements - Negotiations and advance filing agreements with appropriate state departments to satisfy sales and use tax liabilities at reduced penalty and interest.

Audit Representation - Assistance from the pre-audit conference through the appeals process to help minimize sales and use tax assessments.

Reverse Sales Tax Audits (Refund Analysis) - Audits designed to identify, document and obtain refunds of sales and use taxes.

State Ruling Requests - Non-binding or formal written and binding guidance regarding a specific tax position of the Department of Revenue/Taxation in regard to a special or unique tax issue.

Sales and Use Tax Manual - Reference guide for the taxability of purchases or sales, tailored to your company's specific needs and requirements.

Exemption Form Review - Review of sales tax exemption forms to verify that all required exemption forms are on file, complete and up-to-date

Seminars/Training - Sales and use tax seminars and training designed to accommodate the specific needs and requirements of your group or business.

Our experienced professionals have been successfully representing clients in state audit appeals, reverse audit appeals, and other sales and use tax consulting engagements. The insight, innovation and experience of Schneider Downs' State and Local Tax professionals can assist your company in navigating the labyrinth of sales and use tax laws.

About Schneider Downs Tax Advisors 

With one of the largest regional tax practices in the country, Schneider Downs Tax Advisors’ personal focus on clients and in-depth understanding of current issues ensures that clients are complying with tax filing requirements and maximizing tax benefits. Our industry knowledge and focus ensures delivery of technical tax strategies which can be implemented as practical business initiatives. Learn more at www.schneiderdowns.com/tax-services.

case studies

 
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big problem:
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big thinking:
Company impacted by ransomware.
 
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly <a href='mailto:dmorally@schneiderdowns.com?cc=contactSD@schneiderdowns.com'>here</a>.
big problem:
Let’s discuss opportunities to reduce your company’s tax burden. Email me directly here.
big thinking:
Inefficient tax credit realization.

our thoughts on

Pennsylvania 2021-2022 Budget Expands the Educational Improvement Tax Credit Program

Learn more about the $40 million boost to the educational improvement tax credit (“EITC”) program and the potential tax credit for businesses.

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Ohio Update on the Unemployment Benefits Exclusion for Taxpayers Who Filed Prior to the Enactment of the American Rescue Plan Act

Learn more about the unemployment benefits exclusion for Ohio taxpayers who filed their 2020 taxes prior to the enactment of the American Rescue Plan.

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Ohio Sales Tax Holiday 2021

Learn more about Ohio’s sales tax holiday and when it will occur in 2021 as well as what is included.

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Florida Enacts Sales and Use Tax Economic Nexus

Learn more about Florida enacting the Sales and Use Tax economic nexus added on July 1, 2021.

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Nonresident Taxpayers May Be Eligible for Refunds of Ohio Tax for Gain on the Sale of a Business Interest

Learn more about The Ohio Supreme Court’s decision which led the Ohio Department of Taxation to issue refunds to nonresident taxpayers who have previously paid tax on the capital gain from the sale of a business interest that is conducted within the state.

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Is Your Association Required to File a Pennsylvania Decennial Report?

Better understand if your organization is required to file a Pennsylvania Decennial Report under the Pennsylvania Department of State Bureau of Corporations and Charitable Organizations.

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State and Local Tax Update for Q4 of 2020

Learn more about the State and Local Tax updates for quarter four of 2020.

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