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Experienced sales and use tax consultants providing
cost-effective solutions to your most complex sales tax issues.

Marc Brandeis, CPA

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Our firm only uses consulting professionals with prior state tax auditor and “Big 4” public accounting experience.  A professional with that degree of experience can offset the enormous advantage that the state auditor has over the taxpayer with regards to knowledge of laws, regulations and audit procedures and policies.

Consulting Services

Audit Defense

Let former sales and use tax auditors represent you.

Credit and Refund Analysis

Our experts know the most common errors that may result in an overpayment of tax.

Resale & Exemption Certificate Management Solutions

We can evaluate your business to determine the best practice for documenting claimed exempt sales.

Nexus Research

Our team of experts can help you determine in which states your business activities have created a registration and/or filing requirement for state tax returns.

Single and Multi-State Taxability Research

Sales and use tax laws differ by state.  Our team of experts will evaluate where your businesses products and services are sold to determine how sales and use taxes apply.

Voluntary Disclosure Agreements

Don’t wait until state tax officials contact you.  If you believe your business has established nexus in a particular state (or states) we can help negotiate a far more favorable outcome than if you wait to see if state tax officials will discover your nexus.

Our Results

US government contract

Manufacturer/U.S. Govt. Supply Contractor

Eliminated approximately $450,000 in tax, interest and potential penalty based upon initial audit findings in a sales and use tax audit.

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Restaurant

Restaurant (Chain)

Eliminated approximately $700,000 in tax, interest, and potential penalty based upon initial audit findings.

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Restaurant single location

Restaurant (Single Location)

Eliminated approximately $95,000 in tax, interest and penalty on appeal of initial audit findings.

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Industrial

Seller of Industrial Pumping Equipment

Eliminated approximately $30,000 in tax, interest and potential penalty based upon initial audit findings.

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Contact Us for a Free Consultation

Contact details

  • Brandeis & Associates, LLC
    135 S. State College Blvd., Suite 200
    Brea, CA 92821
  • (714) 801-1938