Most tax audits are surface-level spot checks. Ours is a forensic analysis — every SKU, every jurisdiction, every transaction. Here's exactly how we do it.
We don't run a checklist. We interrogate your data the way an investigator would — looking for patterns, anomalies, and structural errors that routine compliance software is blind to by design.
Every finding we deliver is traceable to a specific transaction, a specific SKU, and a specific jurisdiction ruling. We never estimate. We never extrapolate. We show our work.
Performance-only pricing isn't a marketing tactic. It's our operating philosophy. If we don't find recoverable savings, we don't eat. That alignment produces a different quality of work.
Most tax audits treat all SKUs equally. That's the first mistake. A 5,000-SKU catalog has thousands of nuanced classification decisions buried inside it — and each one is a potential recovery vector.
Our methodology is sequenced deliberately: we start broad and get precise, so we never waste time on low-impact findings while missing the ones that matter.
Read-only API connection to your Avalara or TaxJar account pulls your full transaction history. We ingest every line item — SKU, jurisdiction, rate applied, amount remitted — into our audit environment.
Day 1–2Every active SKU is run through our classification engine, which cross-references product attributes against the tax code definitions in each state where you have nexus. We flag every mismatch between what was applied and what should apply.
Day 2–6We map your product categories against all available exemption categories in every active jurisdiction — manufacturing inputs, resale, agricultural, medical, and more. Most brands qualify for exemptions they've never claimed.
Day 4–8We compare every rate applied in your transaction history against the authoritative rate for that jurisdiction on that date. Special district boundaries, rate change effective dates, and address-level validation are all checked.
Day 6–10Every finding is compiled into a structured savings report: each error documented with SKU ID, jurisdiction, erroneous rate, correct rate, over-remitted amount, and recovery pathway. Findings are ranked by dollar value so you know exactly where to start.
Day 10–14Off-the-shelf tax software is built to classify transactions at the point of sale — quickly, at scale, with minimal human intervention. That's appropriate for compliance. It's completely wrong for recovery.
Our engine is built to look backward, with time. It understands that a "sports nutrition product" sold in California in Q1 2022 has a different tax treatment than the same product sold in Q3 2023 — and it tracks those changes across every jurisdiction simultaneously.
Maps every product against 2,400+ tax code definitions across all 50 states, flagging mismatches between applied codes and defensible alternatives.
Primary recovery driver · 42% of savingsIdentifies all applicable exemption categories per jurisdiction that your current setup isn't claiming — resale, manufacturing, agricultural, medical, and more.
High-value · Often overlooked entirelyCompares every rate applied in your transaction history against the verified authoritative rate for that jurisdiction on the exact transaction date.
Catches lag errors · 3-year lookbackValidates that address-level tax assignments align with actual special district boundaries — not just city or county approximations, which are frequently wrong.
Address-level precision · 13,000+ districtsConfirms your nexus registrations are current and correct. Over-registered nexus means unnecessary remittance obligations; gaps create exposure risk.
Compliance + optimization anglePost-audit, continuous monitoring watches for rate changes, boundary redraws, and new exemption opportunities — alerting before drift accumulates again.
Ongoing · Included in year oneThese aren't values we aspire to. They're constraints we've built into how we work.
During the audit phase, our access is strictly read-only. We ingest, analyze, and report. We make zero modifications to your tax platform, your rate tables, or your product catalog until you’ve reviewed the savings report and signed off on an implementation plan.
This isn’t just a security posture. It’s a respect for your operational continuity. We don’t create surprises.
We don’t hand you a number and ask you to trust us. Every finding in your savings report includes the transaction ID, the SKU, the jurisdiction, the code that was applied, the code that should apply, and the statutory citation that supports the reclassification.
Your CFO, your tax counsel, and your board can audit our audit. That’s intentional.
We earn 20–25% of the first-year savings we document and implement. We earn nothing from the audit, the report, the consultation, or the platform integration. If our engine finds nothing recoverable, you receive a clean bill of health and owe us nothing.
This means our team is deeply motivated to look harder, go deeper, and find the recoveries others miss.
Tax recovery creates refund exposure — if you reclassify a product incorrectly and a state audits you, you could owe back taxes plus penalties. We only recommend recoveries that are defensible under the statutory language and case precedent in that jurisdiction.
We do not play gray areas. We document clean, clear, defensible positions only.
A tax attorney bills by the hour. For a catalog with 5,000 SKUs across 25 states, that's an enormous upfront cost with uncertain ROI. Our engine does in 14 days what would take a firm months — and you pay nothing unless we deliver value.
Avalara and TaxJar are forward-looking compliance engines. They classify transactions at point of sale, quickly. They are not designed to look backward and find where they were wrong. That's a structural blind spot — and it's the exact gap we fill.
Even a well-resourced finance team can't maintain real-time knowledge of 13,000+ jurisdictions, hundreds of annual rate changes, and thousands of product-specific classification nuances. We do nothing else. That focus is the advantage.
Consultants bill for discovery, analysis, and recommendations. Their incentive is to bill more hours, not to deliver faster. Our audit is a repeatable, engineered process — not a custom engagement that reinvents the wheel for every client.
Every access protocol, every data handling policy, and every employee standard is built around one principle: your trust is non-negotiable.
We request the minimum permissions necessary. Scoped, read-only API tokens mean we can see your data — but we cannot modify, export, or delete anything in your systems.
Our audit environment runs on SOC 2 Type II certified infrastructure. Data in transit is encrypted via TLS 1.3. Data at rest is encrypted using AES-256.
Your transaction data is purged from our systems within 30 days of audit completion. We provide written confirmation of deletion upon request.
The audit is free. The report is yours. You decide if the savings are worth acting on.
500+ SKU brands using Avalara or TaxJar. No commitment required.