Sales & Use Tax

Consulting & Compliance Services

Sales & Use Tax

Transaction tax laws are always evolving, and vary widely from state to state. Conflicting regulations from state revenue departments can complicate matters further. At Merit Advisors, we help you keep pace with the changes to ensure compliance and optimize your sales and use tax liability.  

Areas of expertise include:

Refund Studies – Identifying overpaid sales tax, preparing refund claims, and working to secure refunds or credits due

Compliance Services – Preparing and filing sales and use tax returns, managing registrations and certificates, consulting on transaction structures, procedures and exposure issues

Audit Defense Consulting – Consulting, researching and negotiating in response to audits, assisting in filing protests and redetermination requests, and representing our clients at hearings

Taxability Consulting – Offering a variety of services to guide clients on their taxes including:

  • Due diligence
  • Vendor taxability
  • Modeling tax implications for proposed transactions
  • Taxability training
  • Contract language
  • Performing diagnostic reviews of existing systems
  • Assisting with letter ruling requests
  • Preparing tax decision matrices
  • Voluntary disclosure agreements
  • Research and development calculations
  • Sales and use tax rebate opportunities

Transaction tax laws are always evolving, and vary widely from state to state. Conflicting regulations from state revenue departments can complicate matters further. At Merit Advisors, we help you keep pace with the changes to ensure compliance and optimize your sales and use tax liability.  

Areas of expertise include:

Refund Studies – Identifying overpaid sales tax, preparing refund claims, and working to secure refunds or credits due

Compliance Services – Preparing and filing sales and use tax returns, managing registrations and certificates, consulting on transaction structures, procedures and exposure issues

Audit Defense Consulting – Consulting, researching and negotiating in response to audits, assisting in filing protests and redetermination requests, and representing our clients at hearings

Taxability Consulting – Offering a variety of services to guide clients on their taxes including:

  • Due diligence
  • Vendor taxability
  • Modeling tax implications for proposed transactions
  • Taxability training
  • Contract language
  • Performing diagnostic reviews of existing systems
  • Assisting with letter ruling requests
  • Preparing tax decision matrices
  • Voluntary disclosure agreements
  • Research and development calculations
  • Sales and use tax rebate opportunities