Sales and Use Tax Compliance Assessment


A Sales and Use Tax Compliance Assessment is a service that will get your company on the right track!  

For a flat fee of $1,500 you will receive a high-level review of your sales and use tax system at your business location. Or purchase a 2022 Sales Tax Audit Protection Plan (audit insurance) and receive this assessment free!

The half day assessment includes a review of the following:

  • Previous four years of sales tax returns
  • Sales and use tax policies and procedures
  • Sales
  • Exemption certificates
  • Purchases

During the assessment you will learn:

  • What auditors look for
  • Answers to your tax questions
  • Any activities that may cause an audit of your business, and
  • Opportunities for refund claims will be identified.


Upon completion of the assessment, you will receive a summary report prioritizing the steps you need to take to reduce your audit risk.

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