About Us
Comprehensive Sales Tax Solutions
Sales Tax solutions including: Nexus Issues, Sales Tax Audit Defense, Controversy Work, and Sales Tax Compliance.
Your Taxes, Simplified
No matter how big, no matter how small, RB will bring innovative solutions to your business's transaction tax needs.
Experience You Can Count On
Our experts are CMI certified in Sales Tax from IPT, CPA licensed, and have experience working in Big 4 Public Accounting and Fortune 500® Corporations.
Our Services
What we offer
- Virtual and On-site Staff Training for best practices
- Speaking Engagements
- Whether you have a business or are a CPA firm, we can keep your staff current on the trending topics in the field
- Sales Tax Legal Research
- Assisting clients with general transaction tax related questions
- Third Party Drop Shipment Issues
- Assisting with Tax Registrations and Requirements
- Nexus Studies
- Consulting with clients on the changing tax laws and states' ever expanding definition of what triggers nexus
- Exploration of Physical presence nexus (employees, equipment, offices, warehouses, etc.)
- Exploration of Economic, Affiliate, and "Click-through" Nexus
- Sales Tax Controversies
- Assisting clients in specialized industries in obtaining favorable positions for Sales and Use Tax treatment
- Voluntary Disclosure Agreements
- Some can be anonymous, others not, but both generally provided limited lookback and abatement of penalties and some/all interest
- Private Letter Rulings
- Offered for clients that would like a documented position from the taxing authority on a particular tax treatment in their business or industry
- Sales Tax Audit Defense
- Reviewing workpapers and documentation when an audit appointment letter arrives
- Identifying the critical documenta an auditor may need versus the long list of items required in the letter
- Representing a client during the initial meeting, throughout the audit, and at the closing conference
- Negotiating the sample transactions an auditor requests and projections they make using the sample data (data analytics)
- Use Tax Reverse Audit
- Identifying overpaid Use Tax from analyzing client's A/P spend
- Pursuing refunds from the jurisdictions for overpayments via amended returns
- Sales and Use Tax Return Compliance
- Filing of Sales/Use/Seller's Use/Excise/Gross Receipts/Business and Occupation (B&O) returns in all applicable states including the hundreds of local jurisdictions across the various states
- Reviewing of returns to ensure proper deductions and exemptions are calculated and applied