TaxMatrix

TaxMatrix is excited to be the Ohio Society of CPAs partner for sales and use tax services. 

TaxMatrix helps companies of all sizes manage state and local tax complexity, specifically sales and use tax. Their team consists of former tax managers, auditors, tax attorneys and tax researchers, with over 450 years of combined transaction tax experience, who aim to be number one in providing comprehensive customer care and education in recovery, compliance and audit defense.

Launched in 1999, TaxMatrix was founded on and remains 100% focused on sales and use recovery, research, client training and compliance. Just recently, TaxMatrix launched a new service for CPA Firms, the CPA-START program (Sales Tax & Advocacy Resource Team). This new service allows CPA Firms to outsource their Sales/Use Tax Practice while enhancing their revenue in an area often overlooked but relevant to all industries and client types. With no additional investment, CPA firms can start or enhance a sales & use tax practice to complement their trusted advisor role.

Sales tax is the fastest growing area of tax controversy and the search for talent has never been more challenging, and CPA – START^SM allows CPA firms to focus on core areas of expertise while expanding their offering, a win-win for the practice and their clients. Leveraging the industry’s only Tax Help Desk^SM team, TaxMatrix is uniquely positioned to help CPA firms avoid a client saying, “We didn’t know your firm had sales tax expertise, so we engaged another group to assist.”

We are excited to be a conflict free partner to CPA firms to help clients while driving incremental revenue for the CPA firm.

CPA – START^SM services include nexus studies, exposure analysis, voluntary disclosure agreements, sales tax registration, sales tax returns, custom taxability matrices, audit defense, tax recovery, tax mapping, exemption certificate management as well as client education/training.  It’s designed to:  

• Stay relevant by adding to your service menu, while mitigating the risk of clients seeking guidance from other firms who compete with your core services
• Drive awareness of capabilities internally and externally
• Share success
• Allow your practice to bill incremental hours and/or share the revenue generated
• Vet clients’ needs and opportunities

Savings for OSCPA Members:

• Two free hours of the CPA-START service, with incremental hours billed at 70% of your average billing rate (versus 75% for non-members)
• 15% off a la carte hourly fee work
• TaxMatrix will support/defend at NO cost to members (versus being billable time for non-members) should a state or vendor take an adverse position towards guidance provided by TaxMatrix