Sales Tax Solutions

What Sales Tax Solutions does

Sales Tax Solutions, Inc. is a privately held, US-based professional sales and use tax consulting firm founded in 2013 by James Neff, a former executive of a large national accounting firm. The firm identifies overpayments and exemptions in the ambiguous fine print of multi-state sales and use tax codes and recovers refunds on a contingency-fee basis, charging clients nothing unless savings are found and splitting recoveries within each state's statute of limitations. Its service portfolio spans seven modules: sales/use tax refund recovery studies, state tax audit defense, multi-state sales/use tax planning, tax research and technical memos, nexus and exposure analysis, state tax credits and incentives negotiation, and tailored training programs. The firm works directly with clients and collaboratively with CPA firms, preserving the client's primary accounting relationship while layering in specialized sales tax expertise.

The business serves a broad vertical mix including manufacturing, financial institutions, printers, construction, wholesale/distribution, auto dealerships, large service companies, retail, and healthcare facilities, with client sizes ranging from small sole proprietors to Fortune 500 corporations. Operations are run from regional offices in Sarasota, Florida; Davenport, Iowa; and Illinois, with engagements delivered across the majority of US states. Disclosed client outcomes include six-figure savings on typical engagements and over $40,000 recovered for a single multi-location auto dealer; the firm states it has completed hundreds of projects and recovered millions of dollars in overpaid taxes since inception.

The firm is entirely bootstrapped and founder-owned with no disclosed external investment, no software platform, no API, and no AI/ML components. Distribution relies on CPA firm referrals, a content-marketing website authored by the founder, and testimonials; revenue is generated purely through contingency-based recovery engagements. With headcount in the 1-10 range, the operation is a boutique expert-services practice rather than a scaled technology-enabled tax business.

Name

Sales Tax Solutions

Legal name

Sales Tax Solutions, Inc.

Website

https://salestaxsolutionsinc.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Sales Tax Solutions is a US sales and use tax consulting firm founded in 2013 that recovers overpaid taxes on a contingency-fee basis for clients ranging from small businesses to Fortune 500 corporations across manufacturing, financial services, and other verticals.

Ownership category

akta.pro rank

Product category

Sales and Use Tax Consulting

NAICS

Other Accounting Services (541219), Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412)

SIC

Services-Management Services (8741)

akta.pro primary industry

Indirect Tax (VAT/GST/Sales & Use) Services (BPAHABAJ)

akta.pro secondary industry

Tax Advisory & Compliance (BPAHABAB)

Keywords

• Sales tax consulting
• Use tax recovery
• Tax refund studies
• State audit defense
• Multi-state tax planning

Headquarters

HQ city

Davenport

HQ country

United States

HQ region

North America

Offices5 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Contingency Fee - Tax Refund Recovery: STS operates on a contingency fee basis, splitting the savings recovered with clients based on the State's Statute of Limitations. They receive a percentage of the tax over-payments they recover, with clients enjoying 100 percent of ongoing future tax savings identified. Studies are done on a contingency fee basis with no out-of-pocket expenses and no risks for the client.

Pricing tiers

Go-to-market motion2 records

Distribution channels2 records

Marketing channels3 records

Core offering

Sales Tax Solutions is a professional sales and use tax consulting firm that recovers overpaid sales, use, and excise taxes for businesses across multiple states. Services are delivered on a contingency (pay-for-performance) basis, with additional offerings in audit defense, multi-state tax planning, nexus analysis, incentives negotiation, technical research, and training.

Product overview

Sales Tax Solutions is a professional sales and use tax consulting firm offering a portfolio of seven service modules centered on identifying and recovering overpaid taxes. The core offering includes Sales/Use Tax Refund Recovery Studies performed on a contingency basis, complemented by State Tax Audit Defense, Multi-State Sales/Use Tax Planning, Tax Research and Technical Memos, Nexus and Exposure Analysis, State Tax Credits and Incentives, and Training Programs. Rather than a software platform, the company provides expert consulting services where professionals review client records to identify savings opportunities in tax code fine print, operating on a pay-for-performance model splitting recovered savings with clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales/Use Tax Refund Recovery Studies Identifies and recovers sales and use taxes erroneously paid to suppliers and states across multi-state operations; performed on a contingency fee basis with no out-of-pocket expenses. Designed for U.S. businesses with multi-state sales/use tax exposure.
• State Tax Audit Defense Represents clients against state audit assessments to ensure all possible credits and exemptions are received during audits at informal and formal conferences; for businesses under state sales/use tax audit.
• Multi-State Sales/Use Tax Planning Identifies and implements optimal solutions for multi-state sales and use tax issues for companies operating across multiple jurisdictions; for businesses with multi-state footprints.
• Tax Research and Technical Memos Provides tax research, taxability matrices, and technical direction for companies to determine how sales and use tax laws apply to their unique business situations.
• Nexus and Exposure Analysis Determines whether a company has minimum connection or presence within a jurisdiction and the ability of that jurisdiction to impose taxes on the business; for companies evaluating or maintaining multi-state operations.
• State Tax Credits and Incentives Identifies available tax credits and incentives at the state level and provides anonymous representation to state economic development officials to negotiate incentive packages; for businesses considering relocation, expansion, or incentives capture.
• Training Programs Onsite one-on-one or group training presentations tailored to a company's unique business needs regarding sales and use tax matters.

Quantifiable outcome

• Typical contingency fee engagement produces six-figure savings
• +2 more outcomes

Named customers7 records

Segments10 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators5 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• BDO USA: BDO is a national accounting firm with an indirect tax practice serving mid-market and enterprise clients on multi-state SUT compliance and recovery. Comparable to STS in target client profile and SUT focus, but a much larger full-service firm.
• Ryan, LLC: Ryan is a large specialty tax consulting firm known for tax recovery, credits/incentives, and indirect tax services. It is directly comparable to STS in its contingency-based refund recovery model and multi-state SUT practice, but operates at much greater scale.
• Crowe LLP: Crowe is a top-10 U.S. accounting firm with state and local tax (SALT) and indirect tax services, including refund recovery studies. Comparable to STS as it offers multi-state SUT services to mid-market and enterprise clients, but at materially larger scale.
• Cherry Bekaert: Cherry Bekaert is a mid-market-focused CPA firm with a state and local tax practice. Comparable because it serves a similar SMB/mid-market segment with multi-state SUT advisory — the same clients STS engages through CPA partnerships.
• Vertex, Inc. Vertex provides enterprise tax technology including indirect tax determination and exemption management. Comparable to STS as both target SUT accuracy and overpayment reduction, but Vertex sells software platforms while STS delivers professional services.
• KPMG (Indirect Tax Practice): KPMG's indirect tax practice advises on SUT planning, recovery, and audit defense for enterprise clients. STS competes for the same conceptual work — finding exemptions and managing audits — but STS serves a smaller clientele on contingency.

Emerging players

• Sovos: Sovos offers tax compliance software covering indirect tax determination, exemption certificates, and reporting. Comparable to STS's SUT niche but operating through technology rather than consulting.
• Avalara: Avalara provides automated sales and use tax compliance software, including exemption certificate management and nexus tracking. Comparable to STS because both address SUT compliance and overpayment recovery for businesses, though Avalara operates via SaaS rather than advisory services.
• TGG Accounting & Solutions: TGG Accounting is a small CPA/advisory firm providing tax services including multi-state sales tax support. Comparable to STS as a similarly sized professional services firm serving small-to-mid businesses on SUT issues.

Direct peers

• Sales Tax Plus / State Tax Specialists: Sales Tax Plus is a niche sales and use tax consulting firm offering refund recovery and audit defense on contingency. Closely comparable to STS in business model, service mix, contingency pricing, and target client (small business to Fortune 500).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/srikanth-entertainment-p-ltd.

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

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 Sales Tax Solutions