Choose the Tier That Fits Your Business
Expert-Led Solutions for Every Stage of Sales Tax Compliance & Dispute Resolution
With over 13,000 sales tax jurisdictions across the U.S., compliance can feel overwhelming. Our tiered approach makes it simple—whether you want to take control with DIY tools, get expert guidance for specific challenges, or hand everything off with fully managed solutions, you’ll get exactly the support you need. From startups tackling compliance for the first time to multi-state enterprises navigating audits, appeals, or litigation, we make sales tax straightforward and stress-free.
Our Four Tiers of Service
- DIY Tools – For businesses that want to manage compliance with expert-built resources.
- Guided Support – For those who want occasional, targeted expert advice.
- Managed Services – For complete, end-to-end handling of your sales tax needs.
- Enterprise Solutions – For large-scale, complex operations that require tailored, ongoing support.
Explore Our Tiers & Services
Find the Support That's Right for You
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Best for: Small businesses and startups (typically under $1M in sales, operating in 1 state) that want to manage sales tax independently.
What’s Included:
- Access to an expert-designed resource library, including comprehensive forms, instructional videos, and detailed guides.
- Self-completion of required state forms, with the ability to file directly.
- Step-by-step guidance on reviewing and finalizing agreements with the state.
- Tools like the Basic Nexus Checker to quickly assess where tax is owed.
Why Choose DIY: Gives full control while using professional-grade tools, perfect for straightforward compliance needs.
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Best for: Growing businesses (typically $1M–$3M in sales, operating in up to 3 states) that can manage most of the process but want targeted expert input.
What’s Included:
- Full access to DIY tools and resources.
- Professional review of completed forms to ensure accuracy before filing.
- Tailored advice on agreements and compliance strategies.
- Occasional guidance from experienced tax attorneys, CPAs, and former auditors.
Why Choose Guided: Keeps costs low while ensuring an expert safety net for tricky situations like new compliance requirements or resolving past issues.
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Best for: Established, multi-state businesses (typically $3M–$5M in sales, operating in 3–5 states) seeking end-to-end handling of sales tax.
What’s Included:
- Comprehensive management of compliance, registrations, and filings.
- Audit defense, appeals, and litigation representation.
- Preparation, review, and submission of all necessary forms.
- Direct communication and negotiation with state agencies.
- Coordination of liability disclosures, returns, and payment plans.
Why Choose Managed: Delivers complete peace of mind by removing the day-to-day sales tax burden from your team.
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Best for: Large-scale or complex operations ($5M+ in sales, operating in 5+ states) requiring customized, high-volume, or multi-state solutions.
What’s Included:
- Tailored strategies for nationwide or complex compliance.
- Dedicated account team for ongoing support.
- Simultaneous handling of dozens of states.
- Bundled services for cost efficiency, including VDAs, audits, appeals, and litigation.
- Full management of registrations, filings, disclosures, and payment coordination.
Why Choose Enterprise: Built for maximum scalability, efficiency, and control in complex environments.
Unlock More Value with Membership
Our membership provides you with expertly designed tools and resources, empowering you to navigate sales tax journey with confidence. With priority access to professional support and regular updates on the latest tax changes to your state and industry, you can focus on growing your business while we provide the insights and assistance you need to stay ahead.
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Annual Membership Stay Ahead of Sales Tax Challenges Year-Round
The Annual Membership offers tools, resources, and ongoing support to help businesses stay informed and prepared for sales tax compliance challenges.
What It Provides:
- Access to expert-developed tools and resources.
- Priority availability for consultations and assistance.
- Regular updates on changing tax laws and compliance strategies.
- Discounts on additional services.
Tell us a few details about your business and the service your exploring, and we’ll recommend the right tier - quick, simple, and tailored for you!