How We Can Help

Comprehensive sales and use tax solutions for your business

Tax Compliance

Ensure accurate filing across multiple jurisdictions with our streamlined compliance services.

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Audit Defense

Expert representation during audits to minimize exposure and resolve issues efficiently.

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Nexus Studies

Identify tax obligations in various jurisdictions and develop strategic compliance plans.

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Voluntary Disclosure

Navigate disclosure agreements to mitigate penalties and establish compliance.

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Tax Recovery

Identify and recover overpaid taxes through refund claims and credit opportunities.

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Strategic Planning

Develop tax-efficient strategies to minimize liabilities and maximize savings.

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Why Choose RL State Tax

Trusted expertise in sales and use tax consulting

Specialized Expertise

Our team consists of tax attorneys and CPAs with decades of combined experience in sales and use tax matters.

Client-Focused Approach

We take the time to understand your business and provide tailored solutions that address your specific needs.

Proven Results

Our track record speaks for itself, with millions in tax savings and successful audit defenses for our clients.

Nationwide Coverage

We provide consulting services for businesses across all 50 states, helping you navigate the complexities of multistate taxation.

Why Choose RL State Tax

Trusted expertise in sales and use tax consulting

Specialized Expertise

Our team consists of tax attorneys and CPAs with decades of combined experience in sales and use tax matters.

Client-Focused Approach

We take the time to understand your business and provide tailored solutions that address your specific needs.

Proven Results

Our track record speaks for itself, with millions in tax savings and successful audit defenses for our clients.

Nationwide Coverage

We provide consulting services for businesses across all 50 states, helping you navigate the complexities of multistate taxation.

Industries We Serve

Expert sales and use tax consulting for various industries

Retail & E-commerce

Comprehensive sales tax solutions for online retailers and brick-and-mortar stores.

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Manufacturing

Expert guidance on sales tax compliance for manufacturers and distributors.

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Telecommunications & Technology

Specialized sales tax consulting for telecom and tech companies.

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Healthcare

Expert sales tax guidance for healthcare providers and medical suppliers.

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Construction & Real Estate

Comprehensive sales tax solutions for construction companies and real estate developers.

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Automotive

Expert sales tax consulting for automotive dealerships and manufacturers.

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Hospitality

Specialized sales tax guidance for hotels, restaurants, and other hospitality businesses.

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Non-Profit Organizations

Expert sales tax consulting for non-profit organizations and charities.

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Oil & Gas

Comprehensive sales tax solutions for oil and gas companies.

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Financial Services

Expert sales tax guidance for financial institutions and services companies.

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Education

Specialized sales tax consulting for educational institutions and services providers.

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Transportation & Logistics

Comprehensive sales tax solutions for transportation and logistics companies.

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Digital Services & Online Marketplaces

Expert sales tax guidance for digital services providers and online marketplaces.

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What Our Clients Say

Success stories from businesses we've helped

"RL State Tax helped us navigate a complex multi-state audit, resulting in a 70% reduction in our assessment. Their expertise was invaluable."

John D.

CFO, Manufacturing Company

"Their strategic approach to sales tax compliance has saved us countless hours and significantly reduced our tax liabilities across multiple states."

Sarah M.

Tax Director, E-commerce Retailer

"The team at RL State Tax identified over $500,000 in tax recovery opportunities that our previous consultants had missed. Highly recommended!"

Michael R.

Controller, Technology Services

Tax Compliance

Comprehensive compliance solutions for businesses of all sizes

Streamlined Tax Compliance Solutions

At RL State Tax, we understand that sales and use tax compliance can be one of the most complex and time-consuming aspects of your business operations. With constantly changing rates, rules, and filing requirements across thousands of jurisdictions, maintaining compliance while focusing on your core business can be challenging.

Our Approach

Our tax compliance services are designed to ensure your business meets all its obligations accurately and on time. We offer:

Registration Services

We handle the entire registration process across multiple jurisdictions, ensuring your business is properly registered wherever you have nexus.

Return Preparation & Filing

Our experts prepare and file returns across all applicable jurisdictions, ensuring accuracy and timeliness to avoid penalties and interest.

Exemption Certificate Management

We implement robust systems to manage your exemption certificates, ensuring they are valid, up-to-date, and properly applied.

Compliance Reviews

Regular reviews of your compliance processes to identify opportunities for improvement and reduce audit risk.

Why Choose Our Compliance Services

  • Reduce Risk: Minimize exposure to penalties, interest, and audit assessments
  • Save Time: Free up your internal resources to focus on your core business
  • Stay Current: We monitor changing regulations so you don't have to
  • Scalable Solutions: Services that grow with your business as you expand into new markets

Ready to simplify your tax compliance?

Contact us today for a complimentary consultation and discover how we can help your business navigate complex tax regulations.

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Audit Defense

Expert representation during sales and use tax audits

Comprehensive Audit Defense Solutions

Sales and use tax audits can be time-consuming, complex, and potentially costly for your business. When your company faces an audit, having experienced professionals by your side can make a significant difference in the outcome.

Our Approach

RL State Tax provides robust audit defense services designed to protect your interests throughout the entire audit process. Our team of former state auditors and tax professionals brings insider knowledge and decades of experience to every case.

Audit Management

We manage the entire audit process, serving as the primary contact with auditors to minimize disruption to your business operations.

Data Analysis & Response

We analyze the auditor's sampling methodology, review transactions, and prepare comprehensive responses to information requests.

Assessment Reduction

We identify and pursue opportunities to reduce proposed assessments through legal arguments, exemption documentation, and procedural defenses.

Appeals Representation

If needed, we represent your business through all stages of the appeals process, from informal conferences to administrative hearings.

Why Choose Our Audit Defense Services

  • Reduced Liability: Our clients typically see significant reductions in final assessments
  • Insider Knowledge: Our team includes former state auditors who understand audit procedures from the inside
  • Resource Efficiency: We handle time-consuming audit tasks, allowing your team to focus on core business activities
  • Future Protection: We help implement processes to protect against future audit exposure

Facing an audit? Don't go it alone.

Contact us today for a confidential consultation about your audit defense needs.

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Nexus Studies

Determine your multistate tax obligations

Comprehensive Nexus Analysis

In today's digital economy, businesses can establish tax nexus (a connection that creates tax obligations) in multiple states without ever setting foot there. Understanding where your business has nexus is crucial to maintaining compliance and avoiding unexpected tax liabilities.

Our Approach

Our nexus study services provide a clear picture of your company's multistate tax obligations. We conduct thorough analyses to identify where you have established nexus and determine the implications for your business.

Comprehensive Assessment

We analyze your business activities across all states to identify potential nexus-creating factors under current laws and court decisions.

Economic Nexus Analysis

Post-Wayfair, we analyze your sales data against each state's economic nexus thresholds to identify where you exceed the requirements.

Risk Quantification

We estimate potential liability in states where nexus has been established but compliance has not yet been implemented.

Strategic Recommendations

We provide actionable recommendations for managing your nexus footprint and addressing compliance in identified jurisdictions.

Why Choose Our Nexus Study Services

  • Compliance Confidence: Know exactly where you have filing obligations
  • Risk Mitigation: Identify and address exposure before it results in audits or assessments
  • Strategic Planning: Make informed business decisions based on tax implications
  • Cost Efficiency: Avoid unnecessary registrations and filings in jurisdictions where no nexus exists

Uncertain about your multistate tax obligations?

Contact us today to schedule a nexus study and gain clarity on your tax compliance requirements.

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Voluntary Disclosure

Resolve past tax obligations with minimal penalties

Strategic Voluntary Disclosure Solutions

If your business has established nexus in states where you haven't been filing tax returns, voluntary disclosure agreements (VDAs) offer a path to compliance with reduced penalties and limited lookback periods.

Our Approach

We help businesses navigate the voluntary disclosure process with strategic guidance aimed at minimizing liability and establishing a clean compliance record going forward.

Liability Assessment

We evaluate your potential exposure in each jurisdiction and determine whether a VDA is the best approach.

Anonymous Negotiation

We represent you anonymously during initial negotiations with tax authorities to secure favorable terms before your identity is revealed.

Compliance Implementation

We prepare all necessary returns and documentation to fulfill the terms of the VDA and establish ongoing compliance.

Payment Optimization

We identify strategies to minimize the financial impact of the VDA, including exemptions, credits, and favorable calculation methods.

Why Choose Our Voluntary Disclosure Services

  • Penalty Waiver: Most VDA programs waive penalties completely
  • Limited Lookback: Typically 3-4 years instead of all open periods
  • Audit Protection: Many states provide protection from future audits for disclosed periods
  • Clean Slate: Establish proper compliance moving forward

Concerned about past compliance issues?

Contact us today to discuss how a voluntary disclosure agreement can help your business come into compliance with minimal financial impact.

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Tax Recovery

Identify and recover overpaid sales and use taxes

Proactive Tax Recovery Solutions

Many businesses unknowingly overpay sales and use taxes due to the complexity of tax laws and exemptions. Our tax recovery services help identify and recover these overpayments, improving your bottom line.

Our Approach

We use a systematic approach to identify overpayment opportunities and secure refunds or credits from taxing authorities with minimal disruption to your operations.

Reverse Audits

We conduct thorough reviews of your accounts payable data to identify potential overpayments across all jurisdictions.

Exemption Analysis

We identify missed exemption opportunities based on how you use purchased items and the nature of your business.

Refund Claims

We prepare and submit well-documented refund claims to maximize recovery and expedite the process.

Process Improvement

We recommend changes to your tax processes to prevent future overpayments and maximize proper exemptions.

Why Choose Our Tax Recovery Services

  • Contingent Fee Option: No recovery, no fee — our services can be self-funding
  • Non-Disruptive: Our process requires minimal time and resources from your team
  • Future Savings: Implementing our recommendations leads to ongoing tax savings
  • Comprehensive Approach: We examine multiple tax types and exemption categories

Ready to recover overpaid taxes?

Contact us today to schedule a recovery analysis and discover how much you might be able to reclaim.

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Strategic Planning

Optimize your sales and use tax position

Proactive Tax Planning Solutions

Strategic tax planning can significantly impact your company's tax liability and overall financial health. Our team works with you to develop and implement tax-efficient strategies tailored to your business objectives.

Our Approach

We take a holistic approach to sales and use tax planning, considering both immediate savings opportunities and long-term strategic implications.

Entity Structure Analysis

We evaluate how your legal entity structure impacts your sales and use tax obligations and recommend optimal arrangements.

Sourcing Strategies

We help structure purchase and sales transactions to minimize tax obligations while maintaining business efficiency.

Exemption Planning

We identify and implement strategies to maximize available exemptions based on your business activities.

Growth Planning

We provide tax implications analysis for business expansion, new product lines, or entry into new markets.

Why Choose Our Strategic Planning Services

  • Proactive Approach: Address tax implications before making business decisions
  • Sustainable Savings: Implement structural changes that provide ongoing benefits
  • Risk Management: Balance tax optimization with compliance priorities
  • Business Alignment: Tax strategies that support broader business objectives

Ready to optimize your tax position?

Contact us today to discuss strategic planning opportunities for your business.

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Contact Us

123 Tax Street, Suite 500
Chicago, IL 60601

(312) 555-1234