Southcrest Consulting, LLC

Solutions for businesses, business owners, & employees.

Tax consultant in Southlake, TX (show on map)

5.0

★★★★★

1 reviews

Sales Tax Consulting for businesses nationwide, offering audit defense, refund reviews, and corporate training.

Call (817) 421-1157

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About

Southcrest Consulting, LLC, located in the Dallas-Fort Worth Metroplex, offers sales tax consulting services including audit defense, refund reviews, and corporate training. They assist businesses nationwide with state and local taxing authority audits and aim to solidify client savings through innovative solutions and passionate representation.

Passionate representation

Innovative solutions

Experience with state and local taxing authorities

Nationwide client assistance

Services

Audit Defense

Manage any or all aspects of the sales and use tax audit process to ensure you are not overpaying to a jurisdiction.

Research technical issues Formulate arguments Work with auditors to mitigate audit assessments Review audit approach and sampling methodology

Refund Review

Review your historical purchases to determine whether sales and use tax has been paid appropriately and recover overpayments.

Historical purchase review Identify overpayments File refund claims Correct underpayments Reduce audit risk

Outsource Sales Tax Management

Manage all or parts of your sales tax functions, including audit management, compliance, certificate management, and correspondence.

Audit management Sales tax compliance Certificate management Customer and vendor correspondence Efficient task performance

Voluntary Disclosure

Assist in resolving discovered liabilities through a voluntary disclosure agreement with the jurisdiction.

Third-party initiation of agreement Business anonymity during application Liaison with state for acceptance Negotiation of terms Liability calculation assistance

Due Diligence

Perform a review of a target company's transaction tax process to identify issues prior to an acquisition.

Review of transaction tax process Identification of unrealized liabilities Potential purchase price adjustment Pre-acquisition risk mitigation

Nexus Study

Analyze business activities to determine which states are obligated to comply with sales and use tax laws, and assist in calculating and resolving liabilities.

Business activity analysis State obligation determination Liability calculation Liability resolution Tax, interest, and penalty mitigation