TaxConnex

Sales Tax Consulting & Advisory

• Nexus & Taxability Consulting: Clarifies multi-state obligations so businesses stay ahead of compliance risk.
• Audit Support & Voluntary Disclosure: Guides organizations through audits and proactive disclosure to reduce exposure.
• M&A Due Diligence: Uncovers sales tax liabilities before acquisitions close, protecting deal value.

Managed Compliance Services

• Managed Filing & Remittance: Handles filings, payments, calendar management, and notice resolution end to end.
• Exemption Certificate Managed Services: Takes full ownership of exemption certificate collection and management.
• Telecom Tax & Regulatory Compliance: Manages telecom and regulatory filings, remittance, and notices through a dedicated practitioner team.

Tax Calculation Technology

• Sales Tax Calculation Software: Automates accurate rate calculation on invoices to keep businesses compliant at scale.
• Client Connexion Portal: Provides a secure, centralized location for uploading monthly tax data with full transparency.

TaxConnex takes sales and telecom tax compliance off the plate of finance and tax teams at growing, multi-state businesses. By combining dedicated human practitioners with proprietary tax management technology, the firm delivers accuracy, oversight, and accountability that automated platforms alone cannot match.

The company serves over 450 businesses, including international organizations selling into the U.S. market, companies managing compliance across multiple entities, and teams that have outgrown internal processes or point solutions. Each client receives a dedicated advisor and practitioner, no support tickets, no call queues.

TaxConnex holds SOC certification and has earned a world-class NPS score for multiple consecutive years, including an 87 NPS in its 2026 annual client survey. The firm was also recognized as a 2025 Inc. 5000 recipient and a Best of Accounting Client Satisfaction Winner for 2026.