What AGILE does

Agile Consulting Group, Inc. is a privately held, Georgia-incorporated professional services firm founded in 2005 by Aaron Giles (formerly of Brown & Associates) and headquartered in Norcross, Georgia, with a second office in Ponte Vedra Beach, Florida. The firm provides sales and use tax consulting services to mid-market and enterprise clients across 44 U.S. states, with healthcare (hospitals, ambulatory surgical centers, skilled nursing facilities) and manufacturing as primary verticals and e-commerce/retail, transportation/logistics, and technology as secondary verticals. Named enterprise clients include a Fortune 100 Health Care Facilities Operator, a Fortune 50 Consumer Products Manufacturer, a Fortune 100 Passenger Airline, Florida East Coast Railway, and a national medical supply distributor.

The firm's core offerings span five pillars: sales tax consulting (contingency-based reverse audits to recover overpaid tax), use tax consulting, sales tax audit defense, outsourced sales tax compliance, and sales tax nexus studies. Its core technology asset is a patented real-time web-based nexus study application that ingests invoice-level sales data and produces a color-coded map of state-by-state nexus exposure within minutes, sold at $999.99 for 12-month unlimited use alongside a higher-touch manual nexus study at $1,299.99. The firm complements these with taxability studies, sales tax registrations and Voluntary Disclosure Agreements (VDAs), sales tax rate software selection and implementation (delivered in partnership with Avalara, TaxJar, TaxCloud, and Thomson Reuters ONESOURCE), and sales tax training and research. Differentiators cited by the company include pioneering new exemption arguments, transparent knowledge-sharing that returns 100% of future savings to the client, a contingency model that eliminates client risk on recovery work, and a 100% success rate on audit defense engagements with documented reductions or savings in every engagement.

Agile operates a sales-led go-to-market motion combining direct sales outreach with a content-driven inbound engine: an SEO-optimized state-by-state exemption library covering all 50 states plus DC, a regular blog on niche exemption topics (e.g., wound care exemptions), email newsletter, and 2025 Inc. 5000 earned media positioning. Distribution is hybrid, spanning full-service consulting engagements initiated via phone/website contact for enterprise clients and a self-service productized entry point via the patented nexus study for mid-market clients. Revenue is generated primarily through contingency-based fees on recovered tax (aligning the firm's incentives with client outcomes), one-time fees on nexus and taxability studies, and ongoing outsourced compliance engagements. The firm is bootstrapped with no disclosed venture capital or private equity backing and operates as an independent consulting firm owned by its founders and key principals.

Name

AGILE

Legal name

Agile Consulting Group, Inc.

Website

https://salesandusetax.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

1–10 employees

Short description

Agile Consulting Group is a privately held, US-based sales and use tax consulting firm founded in 2005, serving mid-market and enterprise clients across 44 states via contingency-based refund recovery, audit defense, outsourced compliance, and a patented real-time nexus study application.

Ownership category

akta.pro rank

Product category

Tax Consulting Services

NAICS

Other Management Consulting Services (541618), Management Consulting Services (54161)

SIC

Services-Management Consulting Services (8742), Services-Engineering, Accounting, Research, Management (8700)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

akta.pro secondary industry

Financial Management & Performance Improvement Consulting (BPAHACAF)

Keywords

• Sales tax consulting
• Use tax compliance
• Tax audit defense
• Nexus studies
• Tax refund recovery

Headquarters

HQ city

Norcross

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Sales and Use Tax Consulting Services: Professional consulting services for sales and use tax refund recovery, compliance, and audit defense. The company conducts reverse audits to identify overpaid taxes and recovers refunds for clients on a contingency basis. Services include sales tax consulting, use tax consulting, sales tax training and research, and audit defense representation.
2. Nexus Study Services: Two options for sales tax nexus studies: (1) Real-time instant nexus study at $999.99 for unlimited use over 12 months, and (2) Manual study completed by specialists at $1,299.99. Revenue is generated through one-time service fees for these compliance assessment products.
3. Contingency-Based Reverse Audits: Reverse sales tax audits conducted on a contingency basis, meaning clients pay only if savings are delivered. This eliminates risk for clients and aligns the company's incentives with client outcomes.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Agile Consulting Group provides professional sales and use tax consulting services, including reverse audits to recover overpaid taxes (contingency-based), state audit defense representation, outsourced compliance filings, and nexus/taxability studies. The firm sells a patented real-time web-based nexus study tool for instant multi-state nexus determination and also offers specialist-conducted manual nexus studies.

Product overview

Agile Consulting Group offers a suite of sales and use tax consulting services built around five core pillars: Sales Tax Consulting (including reverse/recovery audits for recovering overpaid taxes), Use Tax Consulting, Sales Tax Audit Defense, Sales Tax Compliance (outsourced filings and monitoring), and Sales Tax Nexus Studies (both real-time patented web-based and manual formats). The nexus study offering feeds into additional services including taxability studies, sales tax registrations/VDAs, and sales tax rate software selection with implementation support through partner platforms (Avalara, TaxJar, TaxCloud, Thomson Reuters ONESOURCE). The company also provides ongoing outsourced compliance filings and sales tax training and research as complementary services. The overall model is contingency-based for recovery reviews, with a focus on identifying overlooked tax exemptions across all 50 U.S. states.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Tax Consulting
• Use Tax Consulting
• Sales Tax Compliance
• Sales Tax Audit Defense
• Real-Time Instant Nexus Study
• Manual Nexus Study
• Sales Tax Taxability Study
• Sales Tax Registrations and Voluntary Disclosure Agreements (VDAs)
• Sales Tax Rate Software Selection and Implementation
• Outsourced Compliance Filings
• Sales Tax Training and Research

Quantifiable outcome

• Average 21.6% client savings on tax payments
• +4 more outcomes

Named customers13 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration4 records

Feature1 record

Partnerships

Three partnerships are on record, tiered core.

• AvalaracoreTechnology or IntegrationSales tax software partner. Agile Consulting Group is a partner with Avalara, one of the leading sales tax software providers. Agile leverages this partnership to help clients select the best sales tax rate calculation solution for their operations and facilitates introductions and implementation support.
• TaxJarcoreTechnology or IntegrationSales tax software partner. Agile Consulting Group partners with TaxJar for sales tax compliance automation. The partnership enables Agile to recommend and implement TaxJar solutions for clients needing automated sales tax calculation and filing.
• Thomson Reuters ONESOURCEcoreTechnology or IntegrationSales tax software partner. Agile Consulting Group is a partner with Thomson Reuters ONESOURCE, leveraging this enterprise-level solution for clients with complex multi-state sales tax compliance needs.

Scale indicators10 records

Recent moves4 records

Expansion highlights6 records

Broad incumbents

• Deloitte Tax (Indirect Tax / SALT): Big 4 state-and-local tax practice that provides sales-and-use-tax advisory, recovery, and audit-defense services to large enterprises. Direct overlap on the audit-defense and recovery mandates Agile competes for at the top of the Fortune list.
• Sovos: Global tax-compliance software platform with strong sales-and-use, withholding and VAT capabilities. Serves many of the same Fortune-class enterprises that Agile supports and competes for the same wallet share; together they describe the software-vs-advisory boundary in this market.
• KPMG Indirect Tax Services: Big 4 indirect-tax practice with deep state and local tax, sales-and-use tax, and credits-and-incentives capabilities. Competes with Agile for Fortune 1000 sales-and-use-tax mandates (Mike Martin himself came from KPMG-Miami) and represents the largest-pool incumbent Agile must displace on enterprise RFPs.
• Avalara: Leading automated sales-tax compliance platform (nexus, calculation, filing, exemption certificates) and one of Agile's named software partners. Comparable because it serves the same enterprise buyers and nexus-determination use cases, but Agile operates as the advisory/implementation layer above Avalara rather than competing head-to-head on the engine.
• Vertex Inc. Enterprise sales-and-use-tax determination engine serving large global companies. Comparable customer set and tax-domain focus; Agile often pairs with Vertex-style platforms on the advisory layer, and Vertex represents the software-side incumbent that could compress Agile's addressable scope over time.
• BDO USA Tax Practice: Top-tier accounting network with a substantial SALT and indirect-tax practice serving mid-market and large-cap clients. A frequent competitor for the multi-state sales-and-use recovery and audit-defense engagements Agile targets.
• Thomson Reuters ONESOURCE Indirect Tax: Enterprise-grade sales-and-use tax determination and compliance suite. Agile is a listed partner and frequently recommends ONESOURCE for complex multi-state enterprise clients, so it is both an indirect competitor (for the engine) and a partner for the firm's implementation work.

Direct peers

• TaxJar (Stripe): Sales-tax automation platform targeting SMB and mid-market sellers; Agile is a formal partner with TaxJar. Overlaps directly with Agile's smaller-client nexus and compliance work, particularly online retailers, and is a channel as well as a partial substitute.
• Ryan: Largest indirect-tax specialty firm in the US, focused on sales-and-use, property and transaction tax recovery, credits and incentives. Closest direct peer to Agile — same contingency-based recovery model, similar Fortune 1000 client base, but with materially larger scale and broader tax verticals.

Emerging players

• Brown & Associates (Tax Concierge / predecessor): Ponte Vedra Beach, FL-based sales-and-use-tax consulting firm where Agile founder Aaron Giles spent five formative years. Highly comparable niche player; included because it is the lineage predecessor and remains an indirect specialty competitor in the same Florida / Southeast corridor.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/salesandusetax
• LinkedInlinkedin.com/company/agile-consulting-group-inc

Revenue estimate

Valuation estimate

Number of profiles

Profiles13 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about AGILE