ABOUT

SALES TAX COMPLIANCE WITH CONFIDENCE

HELPING BUSINESSES BECOME AUDIT-READY. FUTURE-PROOF.

We are a California consulting firm specializing in sales and use tax compliance and all 35+ tax and fees administered by the California Department of Tax and Fee Administration.

Founded by former state auditors, our team brings insider expertise to help you stay accurate, protected, and audit-ready.

TALK TO A SALES TAX EXPERT

FORMER CDTFA INSIDERS, THE BEST SALES TAX DEFENSE

Get your business on the path to Audit-Ready and Future Proof

30 years of practice
30 years experience in sales tax
former insiders
Captivating view of the California State Capitol amidst lush greenery under a clear sky.
former sales tax enforcers
proactive approach
360° proactive compliance

WHY BUSINESSES CHOOSE SALESSTAXX

More than 30 years of experience in sales tax administration

  • Represented the state’s position as part of the CDTFA Appeals Bureau Team
  • Subject matter expert on highly controversial cases involving taxation on tribal lands
  • Successfully Negotiated Offers in Compromise for hundreds of California business owners
  • Planned and led audits involving some of California’s largest corporations
  • Proven Track Record of Success through Sales Tax Audit Representation for Businesses
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MEET STAXX 360™

SALES TAX COMPLIANCE FRAMEWORK

STAXX 360™ is the integrated framework behind the SALESSTAXX approach, combining creative strategies, powerful solutions, and targeted training to identify and correct hidden risks before they become costly tax bills.

  • Works alongside your sales tax automation software and point-of-sale system.
  • Many audit errors are found outside a business’s structured systems
  • STAXX 360™ provides an added layer of protection just like having your own auditor on demand

SPECIALIZED SERVICES

AUDIT-READY SALES TAX SOLUTIONS

  • AUDIT OVERSIGHT
  • AUDIT DEFENSE AND STRATEGY
  • CDTFA MANAGED AUDIT PROGRAM
  • REVERSE AUDIT
  • AUDIT SUPPORT
  • CLOSED AUDIT REVIEW
  • PRELIMINARY AUDIT REVIEW

  • INSTALLMENT PLAN SETUP
  • MODIFY CURRENT PAYMENT PLAN
  • BANK LEVY RELEASE
  • MERCHANT ACCOUNT LEVY RELEASE
  • LIEN RELEASE
  • PRELIMINARY AUDIT REVIEW
  • EARNINGS WITHHOLD ORDER RELEASE

  • FILING SCHEDULED TAX/FEE RETURNS
  • ACCOUNT REGISTRATION
  • NEW BUSINESS COMPLIANCE SETUP
  • REINSTATE REVOKED PERMITS
  • TAX PLANNING & STRATEGY (CDTFA)
  • ADVISORY SERVICES

  • REVIEW TRANSACTIONS
  • WHEN THRESSHOLDS REACHED
  • REGISTER ACCOUNTS PER NEXUS
  • TAXABILITY RESEARCH
  • CLOSED AUDIT REVIEW
  • PRELIMINARY AUDIT REVIEW

  • APPEALS AND PETITIONS
  • CLAIM FOR REFUND
  • CHALLENGE DISAGREED AUDITS
  • OFFERS IN COMPROMISE
  • AUDIT SUPPORT
  • CLOSED AUDIT REVIEW
  • PRELIMINARY AUDIT REVIEW

  • TRAINING ON PROPER RECORDs
  • SALES TAX COLLECTION GUIDANCE
  • TAXABILITY RESEARCH
  • INVENTORY CONTROL
  • SALES TAX AUDIT BEST PRACTICES
  • CDTFA CRASH COURSE FOR NEW STAFF