THE SALES TAX PEOPLE • PART OF AMPLEO

From nexus study to monthly filing, one sales tax team.

Start with one project or hand us the whole function, anywhere in the United States and Canada. We work alongside your finance leaders and your software, and you decide the scope.

It’s always free to talk to us.

TRUSTED BY FINANCE AND TAX LEADERS AT  multi-state companies across the U.S.
Our services

Executive-led Strategy. Hands-on HR Ops.

Nexus and Taxability

Find out where you owe and what’s taxable.

We map the states where you’ve triggered nexus, physical or economic. Then we chart taxability for your products, state by state.

YOU GET

Your nexus footprint, taxability calls for your products, and a plan for what to fix first.

Multi-state nexus study in about 9 days on average (depends on system access).

Registrations and voluntary disclosure agreements (VDAs)

Register clean going forward. Clean up what’s behind you.

We register your business where you owe, across the US and Canada. Where you have past exposure, we negotiate a voluntary disclosure agreement (VDA) with the state to cap your lookback period.

YOU GET

Registrations where you need them, and a plan for past years before they come up in a deal.

Sales Tax Return Service (STRS)

Say “stars.” Sales tax, off your plate every month.

STRS is a monthly service. We file a set number of returns for you, or we file everything, everywhere, and run the whole function.

YOU GET

Returns prepared, filed, and remitted in the states and at the scope you choose.

Exemption certificate management

A handful is easy. Hundreds take a system.

We help you choose and set up a system that keeps resale and exemption certificates current, complete, and signed in every state you sell into.

YOU GET

A setup that fits your volume and a process that keeps certificates valid and audit-ready.

Sales tax automation advice

Advice on any platform, from a team that doesn’t sell one.

We know the major sales tax platforms. We help you choose one, set it up, or check a setup you already run.

YOU GET

Platform-neutral advice and a setup matched to how you’re growing.

Average 93% reduction in errors after we implement the right automation.

M&A sales tax due diligence

Buying or selling? Know the exposure before it moves the price.

We work buy-side or sell-side to confirm how sales tax has been handled and to size any gaps that could affect deal value, the close date, or an escrow holdback.

YOU GET

A clear read on sales tax risk before signing, and a path to resolve it.

Planning a deal? Ampleo Transaction Advisory and Valuation

Audit support

If a state opens an audit, bring in a specialist.

A specialist can step in at any stage, from a consultation to running the full audit, and works to bring the number down.

YOU GET

Someone who knows the process on your side, at the level of help you choose.

Overpayment recovery

Overpaid sales tax? We help you get it back.

We review your past filings, build the case, and pursue the credit with the state.

YOU GET

A recovery review of past filings and active pursuit of the refunds you’re owed.

Start with one project, or hand us everything

A single project.

One nexus study, one VDA, one recovery.

Ongoing filing (STRS).

We file some or all of your returns each month.

Full white-glove.

Faster reporting, clearer insight, and a leader spending their hours on your strategy instead of your spreadsheets. Then it keeps getting better.

A single project.

One nexus study, one VDA, one recovery.

You choose the scope, and it can grow when you’re ready.

Your CPA and your software stay.

Have a CPA

Multi-state sales tax sits outside a lot of CPA practices. We work alongside yours on the other states.

Run Avalara or TaxJar?

Your software files on the settings it’s given. We check those settings, clean up the years before you turned it on, and tell you if you’re on the right tool.

 Let's Build It

Let's Build the Team That Builds Your Business.

Your people strategy is your growth strategy. Amplēo HR gives you Just Right HR: support to scale with confidence.

 Let's Build It

Let's Build the Team That Builds Your Business.

Your people strategy is your growth strategy. Amplēo HR gives you Just Right HR: support to scale with confidence.

 Let's Build It

Let's Build the Team That Builds Your Business.

Your people strategy is your growth strategy. Amplēo HR gives you Just Right HR: support to scale with confidence.

 Let's Build It

Let's Build the Team That Builds Your Business.

Your people strategy is your growth strategy. Amplēo HR gives you Just Right HR: support to scale with confidence.