Prevention & Protection

Nexus Studies

Do you know what tax responsibilities you have in each state you operate?

Expanding into new jurisdictions can increase your reporting requirements. Understand your nexus obligations before expanding. You may establish nexus in a new jurisdiction if you hire employees, salespeople, or independent contractors in different states, advertise in a new geographic region, or form a subsidiary.  You need to understand your nexus obligations.

Our Nexus Study Determines:

  • Sales tax registration requirements
  • Sales and excise tax collection requirements
  • State tax return filing deadlines
  • Additional applicable taxes

What do we do during a Nexus Study?

  1. You ask whether you must register to collect and/or remit state tax .
  2. We work together to get an accurate, detail fact scenario.  We want to know what you do and how you do it, etc.
  3.  We research the question using the following sources:
  • Tax Code
  • Publications on tax policy
  • Court Cases
  • Hearings
  • Letter Rulings

4. We forward a tax memo citing all sources and give access to all source documents.
5. Our clients email us any questions or concerns an we speak about the issues.
6.  You receive written clarification if the questions or concerns are not addressed in the memo.

If you must you must register but you have been doing business in the jurisdiction without doing so, we can fix it!  We can help you:

  • Execute a voluntary disclosure agreement
  • Participate in an amnesty program (if available)

How much does a Nexus Study cost?

The ultimate cost varies based on the complexity and scope of the question asked. An estimate of the cost is given to clients after we understand the client matter.  The client approves the price stated in the proposal before work begins. Clients must sign the proposal and forward a retainer.  

Our extensive nexus study experience includes work in the Oil and Gas industry, IT field and research in all 50 states and Canada. 


Request a