The Southcrest Consulting philosophy is to provide the highest level of client service to the country’s mid-market companies. Southcrest professionals are experienced in working directly with state and local taxing authority auditors and vendors to solidify client savings.


Sales and use taxes can be a burdensome area for companies large and small. Whether you are a small e-commerce business selling to customers in many states, or a large manufacturer with plants all over the country, keeping up with each state’s tax laws can be overwhelming. Southcrest works with our clients to understand their needs and provide innovative solutions to ease the stress of sales and use taxes. We also work to identify tax savings opportunities and ensure the appropriate amount of tax is being paid. Some of the services we offer include:

Audit Defense

Our firm will manage any or all aspects of the sales and use tax audit process to ensure you are not overpaying to a jurisdiction. We have a significant amount of experience researching technical issues, formulating arguments, and working with auditors to mitigate audit assessments. We can also assist with reviewing the audit approach and sampling methodology to ensure accurate results.

Refund Review

We will review your historical purchases in order to determine whether sales and use tax has been paid appropriately. In the event overpayments are identified, we will work to file refund claims with the vendor and/or state to recover the appropriate amount. We will also identify underpayments and help to correct the transactions historically and prospectively, which can reduce a company’s risk for audit.

Outsource Sales Tax Management

We can manage all or parts of your sales tax functions. These services may include audit management, sales tax compliance, certificate management, and customer and vendor correspondence, among other services. We have the expertise to perform these tasks in an efficient manner, freeing up your staff to perform other day-to-day duties.

Voluntary Disclosure

In the event a liability is discovered, we can assist in resolving the issue with the jurisdiction by filing a voluntary disclosure agreement. By using a third party to initiate the agreement, your business can often remain anonymous until the jurisdiction has accepted your application. We will serve as a liaison with the state to request and obtain acceptance into the state’s voluntary disclosure program, negotiate terms, protect your interests, and assist in calculating the liability.

Due Diligence

If you are considering purchasing a business or division, it is important to realize that an acquisition also includes a purchase of unrecorded liabilities. We can perform a review of a target company’s transaction tax process to identify issues prior to an acquisition. Unrealized liabilities can potentially be significant enough to cause a purchase price adjustment.

Nexus Study

Our Consultants will analyze your current and historical business activities. Examining locations where employees or agents/representatives are operating can help determine which states are obligated to comply with sales and use tax laws. If it is determined a collection obligation exists in unregistered states, we will assist in calculating the liability, resolving the issues, and mitigating tax, interest, and penalty exposure.

Taxability Research

We aim to release the uncertainty surrounding state taxability. Our experts will research statutes, regulations, and case laws on a multistate basis in order to determine whether sales or use tax applies to a product or service.

Corporate Trainings

Southcrest provides on-site and virtual trainings for a variety of issues related to sales and use tax compliance. Southcrest can help provide the requisite information, either in a structured presentation, or a specific question and answer format.

Get in Touch With Us!

We look forward to meeting with you at your office or our Southlake location.