Rebecca Trevino & Associates - High quality state income tax, property tax, and sales tax services
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Sales Tax Advisory and Compliance Services

  Interim and Outsourced Sales Tax Compliance
Rebecca Trevino & Associates offers sales tax compliance services including:
  • Sales report review
  • Sales tax payable accounts reconciliation
  • Exempt transactions review
  • Sales tax returns and supporting documentation preparation

Monthly fees range from $1,200 – 5,000, assuming that, 1) Sales tax payable accounts are reconciled and current, 2) Exempt transaction documentation is in place, and 3) A software system is in place that can calculate sales tax and generate sales reports.

Sales Tax Review
We offer comprehensive review of your company’s sales tax status, including:

  • Determining the accuracy of taxable and non-taxable sales reporting
  • Reviewing documentation that supports exempt sales
  • Identifying transactions that need further review (e.g., treatment of service contracts, drop shipments)
  • Reviewing sales tax payable accounts
  • Identifying states that may warrant registration and that may pose potential tax liability
  • Preparing written findings and recommendations

Transactional Tax Planning
We have experience in all 50 states, in a wide range of industries and transaction types. We can help you explore more effective management and accounting for sales and use tax obligations.

Voluntary Disclosure Agreements
A Voluntary Disclosure Agreement (VDA) limits prior tax, interest, and penalties and waives criminal sanctions in exchange for agreeing to register and pay taxes. We negotiate VDA's on a no-name basis to protect the client until an agreement is reached.

Audit Representation
Reviewing tax returns under audit in advance can help avoid issues that might result in higher tax liability. Our audit representation services include:

  • Meeting with taxing authorities and responding to information requests
  • Resolving specific issues prior to the final tax notice
  • Reviewing the final tax bill and advising on a possible appeal

Please contact Rebecca Trevino & Associates, Inc. for more information on sales tax advisory and representation services.

 

 

Rebecca Trevino & Associates, Inc. | Tel: 408-300-4471 | Email: Info@rebeccatrevino.com
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