Sales and Use Tax

PRIMARY CONTACTS: Stephen R. Worth CPA, JD

Sales and use tax rules are more complex than ever, presenting known and unknown risks to businesses of all sizes.

The complexity is compounded by states becoming more aggressive and strategic in auditing taxpayers to recover tax dollars and fill budget gaps. As a result, businesses must understand their sales tax exposure, mitigate risk and past exposure, and establish processes and systems to ensure ongoing compliance.

We provide our clients with proactive, practical advice on sales and use tax filings and processes, taxability of products and services, and other related issues.  In addition to providing sound tax technical advice, our state and local tax (SALT) team can add value to your tax function through the following sales & use tax consulting services:

  • Audit Defense and Controversy
  • Compliance Process Reviews
  • Data Automation Support
  • Direct Pay Agreements
  • Due Diligence
  • Exposure Reviews
  • Participatory/Managed Audits
  • Refund Reviews/Reverse Audits
  • Research and Matrices
  • Transactional Planning
  • Voluntary Disclosures and Amnesty Programs

Additionally, our SALT team is well-positioned to alleviate the strain on your resources and unnecessary stress associated with the sales & use tax compliance function through the following services:

  • Correspondence and Notice Management
  • Exemption Certificate Management
  • Jurisdictional Rate Change Updates
  • Multistate Registrations
  • Multistate Return Filing

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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