Sales Tax Audit Defense

Facing a sales tax audit can be stressful, time-consuming, and financially draining — especially if you’re unprepared. At Tax-Mac LLC, we step in as your experienced advocate to handle audits on your behalf, from the moment you receive the first notice to the final resolution. Our team of tax professionals, including former state auditors, ensures the audit is fair, defensible, and optimized to minimize liabilities — and in many cases, secure refunds.

Our 5-Point Advantage in Audit Defense

1. Support at Any Stage: Whether you’re just notified, mid-audit, or reviewing an assessment — we can take over and guide the process.

2. Hands-On Representation: We manage everything — coordinating with auditors, walking through facilities, and organizing required documents.

3. Assessment Reduction: We review every transaction and period covered to reduce overpayments and identify eligible credits to offset any tax owed.

4. Client Education: We provide a free Custom Tax Workshop to share key audit findings and prevent future issues.

5. Ongoing Help: You get 1 year of no-cost access to our Tax Help Desk for each state we review — perfect for post-audit questions and compliance clarity.

End-to-End Audit Defense, Led by Experts

With over two decades of audit experience across multiple industries and states, Tax-Mac’s audit defense team brings unmatched knowledge to the table. We don’t just manage paperwork — we actively represent your interests, prepare detailed arguments for disputed findings, and ensure auditors follow fair, accepted procedures.

Our services include:

• Full audit representation and coordination

• Evaluation of sampling techniques and documentation accuracy

• Determination of accurate taxability for transactions

• Second opinions and appeals, even after initial assessments

• Communication management with tax departments and agencies

Whether you want us to lead the entire audit or review things before final submission, we ensure your exposure is minimized and any overpayments are reclaimed.

Understanding the Audit Process

Sales tax audits typically span 3 to 4 years of activity, with deeper reviews if you’ve missed returns. Many assessments are inflated simply because of missing or incorrect paperwork. A single error in the audit sample can be projected across your entire business, leading to exaggerated liabilities. That’s why documentation accuracy is critical — and why we carefully review everything before it reaches the auditor’s hands.

You’ll likely need:

• Purchase records (fixed assets and expenses)

• Sales and use tax filings

• Valid exemption certificates

We compare these records with what was reported on your returns, making adjustments and clarifications where needed. From pre-audit prep to resolving final reports, we’re by your side to ensure every dollar assessed is justified — and ideally, reduced or refunded.

Why Businesses Get Audited

While audits can be random, there are common triggers:

• Expanding operations, new locations, or construction

• Poor results from a previous audit

• A high percentage of exempt sales

• Changes in the ratio of taxable to non-taxable transactions

If you fall into any of these categories, it’s wise to consult with us proactively to reduce your exposure.

How Tax-Mac LLC Helps You Win

We take a proactive, aggressive, and knowledgeable stance on sales tax audits. Our services include:

• Audit management and defense

• Taxability analysis

• Sampling and documentation review

• Appeals and post-audit support

• Access to our Tax Help Desk for ongoing compliance guidance

We meet directly with auditors, legal representatives, and dispute officers to advocate for your business and ensure you only pay what’s truly owed — nothing more.

Get in Touch Today

Whether you’re already under audit or just want to prepare in advance, our team is ready to step in.

📞 (817) 517-0693

📧 waltercsinc@gmail.com

Let Tax-Mac LLC be your audit defense partner and safeguard your bottom line.