Thank you for taking the time to tell us about your company. Our Sales Tax team takes pride in helping clients increase profitability by limiting sales and use tax exposure and identifying sales tax exemptions and refund opportunities.

To better understand your company, the following information is required to begin our assessment of your needs.

*Items preceded by an asterisk are the minimum items needed to prepare our estimate of benefit and fee quote for services.

Please tell us about you:

Please tell us about your company:

Please tell us about your locations:

Please tell us about your revenue streams:

Please tell us about your sales/use tax processes:

Any additional items you want us to consider?