Sales & Use Tax Solutions

Compliance

Managing multi-state sales and use tax compliance is a complex and time-consuming process, requiring businesses to stay on top of jurisdictional tax laws, file timely, and make accurate payments. CBIZ’s compliance outsourcing solutions handles the entire compliance lifecycle, from tax registrations and filings to payment processing and jurisdiction management.

By automating compliance and centralizing tax data, we reduce risks, improve efficiency, and free up internal resources so your team can focus on critical business priorities.

Consulting

Beyond compliance, businesses need a strategic approach to sales and use tax to minimize liabilities, optimize tax structures, and defend against audits. CBIZ’s consulting team identifies savings opportunities, mitigates risk, and ensures businesses are tax-efficient across multiple jurisdictions.

From audit defense and refund recovery to M&A due diligence and tax optimization, our team provides tailored strategies to help you navigate evolving tax laws and complex transactions.

Compliance Services

Full-service tax compliance outsourcing, from filings and payments to tax notice resolution.

Tax Filings

Multi-state filings, registrations, and exemption certificate management.

Payment Processing

Check & EFT processing, automated payments, and tax reconciliation.

Jurisdiction Support

Handling tax notices, jurisdiction inquiries, and audit preparation.

Experience That Delivers Results

Sales and use tax is more than compliance—it’s a strategic opportunity. With CBIZ, you get expert-led tax solutions that ensure accuracy, uncover savings, minimize risks, and optimize your tax strategy. Our dedicated SALT specialists, with an average of 20+ years of experience, provide tailored solutions that drive real results.

Connect with a Specialist
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Tax cut – CA state audit resolution

Consulting Services

Strategic tax planning, refund recovery, and audit defense to minimize tax liabilities and optimize compliance.

Audit Representation & Dispute Resolution

Defending against state tax audits.

Exposure, Taxability & Remediation

Assessing liabilities and implementing risk strategies.

Reverse Sales Tax Audits

Identifying and reclaiming overpaid taxes.

Entity Optimization Strategies

Structuring businesses for tax efficiency.

Apportionment & Sourcing Strategies

Optimizing revenue allocation across states.

Business / Non-Business Income Analysis

Ensuring proper income classification.

M&A Due Diligence

Identifying risks in acquisitions.

PTET Analysis

Evaluating state tax advantages.

State Credits & Incentives

Identifying tax-saving opportunities.

State Tax Nexus Studies

Identifying tax obligations and compliance risks.

Remote Workforce Nexus

Promoting tax compliance for out-of-state employees.

Economic & Physical Nexus Reviews

Analyzing thresholds that trigger state tax filing.

Talk to the Team

Need guidance on sales and use tax compliance or consulting? Our CBIZ specialists are here to help. Schedule a consultation to discuss your tax strategy, mitigate risks, and explore savings opportunities tailored to your business.

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