Resolve Sales Tax, LLC

What Resolve Sales Tax, LLC does

Resolve Sales Tax, LLC is a U.S. sales and use tax consulting firm founded in 2022 by Graham Hoad and headquartered in Huntington Beach, California. The firm serves public and private multistate companies — ranging from Fortune 500 corporations to small restaurant chains — as well as CPA firms, enrolled agents, and professional service firms that require specialized sales tax expertise. Its service portfolio spans eight practice areas: sales tax audit defense and appeals, nexus consulting and voluntary disclosure agreement negotiation, taxability research producing state-by-state Taxability Matrices, a proprietary Sales Tax Recovery Methodology (SToRM) for credit and refund recovery, multi-state sales tax return preparation and filing, M&A due diligence, and Lunch & Learn training presentations for tax professionals.

The firm's core differentiator is its talent base, which includes former California Department of Tax & Fee Administration (formerly State Board of Equalization) auditors and consultants from Big 4 accounting firms, providing insider knowledge of how state auditors identify deficiencies and how to minimize exposure. SToRM is the firm's principal proprietary methodology, a four-component process (Research, Playbook, Review, Refund) governed by a proprietary Playbook matrix that matches companies with potential refund opportunities. Pricing is contingent and outcome-based — notably a 'no refund, no fee' structure for SToRM and a 'no recovery, no fee' structure for audit defense — which aligns fees with client outcomes and removes adoption friction but also exposes the firm to revenue volatility tied to case resolution rates.

Resolve Sales Tax operates a sales-led, relationship-driven go-to-market. Direct client engagement is supplemented by a channel of CPA firms, enrolled agents, and professional service firms that refer clients to RST as a partner rather than a competitor. Marketing channels include educational Lunch & Learn presentations, training seminars, industry event speaking engagements (e.g., Lorman, NSEA, CalCPA), a company website, and a Mailchimp-integrated newsletter. The firm is a privately held LLC with no disclosed external funding, no headcount data, and no disclosed revenue; service delivery is domestic across multiple U.S. states with no international footprint.

Name

Resolve Sales Tax, LLC

Legal name

Resolve Sales Tax, LLC

Website

https://resolvesalestax.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Resolve Sales Tax, LLC is a U.S. sales and use tax consulting firm serving public and private multistate companies, CPA firms, and tax professionals with audit defense, nexus consulting, refund recovery, and compliance services delivered by former state auditors and Big 4 consultants.

Ownership category

akta.pro rank

Product category

Sales & Use Tax Consulting

NAICS

Accounting, Tax Preparation, Bookkeeping, and Payroll Services (5412), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Advisory & Compliance (BPAHABAB)

akta.pro secondary industries

Transaction Services (Financial, Tax & Commercial Due Diligence) (BPAHAOAB), Tax Law (BPAHAAAG)

Keywords

• Sales tax consulting
• Sales tax audit defense
• Multistate tax compliance
• Use tax recovery
• Nexus consulting

Headquarters

HQ city

Huntington Beach

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Sales Tax Audit Defense Services: Representation services for companies undergoing sales tax audits from initial pre-audit review through appeals process, settlement, or formal hearing. Services include legal research, requests for opinion, and holistic audit management. Partners include former California State Board of Equalization auditors and consultants from Big 4 firms.
2. Credits & Refunds Recovery (SToRM): Sales tax recovery methodology with no-refund-no-fee pricing structure. Fees are based on the refunded amount recovered, eliminating client risk.
3. Voluntary Disclosure Agreement Services: Negotiation of voluntary disclosure agreements with state taxing authorities on a no-name basis to limit prior years' tax, interest and penalties. Includes registration and filing of past sales tax returns.
4. Sales Tax Return Preparation & Filing: Multi-state sales tax return preparation and filing services including sales-down or tax-up reporting, data insights, economic nexus threshold monitoring, and in-house audit representation.
5. Nexus Consulting: Multi-state nexus analysis to determine filing obligations, quantify potential exposure, and provide alternatives to minimize exposure. Includes Wayfair decision compliance and economic nexus threshold monitoring.
6. Taxability Research: Research on taxability of products and services across states, producing Taxability Matrices showing taxability status in chosen jurisdictions.
7. M&A Due Diligence: Examination of acquisition targets' financial records to uncover hidden sales tax liabilities and reduce risk of unexpected tax assessments on asset transfers or sales.
8. Training & Presentations: Lunch & Learn presentations and training seminars covering sales and use tax topics. Audiences include CPA firms, enrolled agents, and corporate tax departments. Topics range from beginner basics to advanced California-specific issues and audit protection strategies.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels6 records

Core offering

Resolve Sales Tax, LLC is a multistate sales and use tax consulting firm that delivers professional services including sales tax audit defense and appeals, nexus analysis, voluntary disclosure agreement negotiation, taxability research, credits and refunds recovery (via its proprietary SToRM methodology), sales tax return preparation and filing, M&A due diligence, and training presentations. The firm serves public and private multistate companies and partners with CPA firms and tax professionals to deliver specialized sales tax expertise.

Product overview

Resolve Sales Tax, LLC is a sales and use tax consulting firm offering a unified portfolio of advisory services rather than a software product. The core offerings include Sales Tax Audit Defense & Appeals (representation from pre-audit through appeals), Nexus & Voluntary Disclosure (nexus analysis and VDA negotiation), Taxability Research (producing state-by-state Taxability Matrices), SToRM (a proprietary Sales Tax Recovery Methodology for identifying overpayments), Sales Tax Return Preparation & Filing (multi-state compliance), Due Diligence (M&A transaction support), and Lunch & Learn Presentations (professional training). These services are delivered through former state auditors and Big 4 consultants, serving public/private companies, CPA firms, and tax professionals.

Differentiator

Problem solved

Functional benefit

Products and services

• Sales Tax Audit Defense & Appeals Representation and defense services for companies undergoing sales and use tax audits, spanning pre-audit review through the appeals process, settlement, or formal hearings before state agencies. Delivered by former California Department of Tax & Fee Administration auditors and consultants from Big 4 firms.
• Nexus Consulting Multi-state nexus analysis to determine filing obligations, quantify potential sales and use tax exposure, and provide alternatives to minimize exposure, including Wayfair decision compliance and economic nexus threshold monitoring.
• Voluntary Disclosure Agreements Negotiation of voluntary disclosure agreements with state taxing authorities on a no-name basis to limit prior years' tax, interest, and penalties, including registration and filing of past sales tax returns.
• Taxability Research Research on the taxability of products and services across selected states, producing Taxability Matrices that show taxability status in chosen jurisdictions to eliminate customer disputes and reduce audit exposure.
• Credits & Refunds (SToRM Recovery) Proprietary four-component Sales Tax Recovery Methodology (Research, Playbook, Review, Refund) used to identify and recover overpayments of state sales and use taxes, priced on a no-refund-no-fee basis.
• Sales Tax Return Preparation & Filing Multi-state sales tax return preparation and filing services including sales-down or tax-up reporting, data insights, economic nexus threshold monitoring, and in-house audit representation.
• M&A Due Diligence Examination of acquisition targets' financial records to uncover hidden sales tax liabilities and reduce risk of unexpected tax assessments on asset transfers or sales.
• Training & Presentations (Lunch & Learn) Paid training seminars and lunch & learn presentations for CPA firms, enrolled agents, and corporate tax departments covering sales and use tax topics from beginner basics to advanced California-specific issues and audit protection.

Named customers2 records

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Partnerships

Four partnerships are on record, tiered minor and core.

• Deloitte & Touche (Prior Experience)minorOthers · 1 January 2022Founder Graham Hoad was previously a Multistate Sales Tax Consultant with Deloitte & Touche, LLP before founding Resolve Sales Tax, LLC.
• CPA FirmscoreChannel Partner/ Reseller/ DistributorStrategic partnerships with Certified Public Accountant firms to deliver specialized sales tax consulting services. Resolve positions itself as a partner rather than competitor to CPAs, extending their service offerings to clients needing specialized multistate sales tax expertise.
• Enrolled AgentscoreChannel Partner/ Reseller/ DistributorPartnerships with enrolled agents and tax professionals to provide specialized sales tax audit defense and consulting services to their clients alongside their general tax practice offerings.
• Professional Service FirmscoreChannel Partner/ Reseller/ DistributorCollaboration with professional service firms to ensure clients receive highest level of professionalism and service. Allows these firms to offer specialized sales tax services without competing with their core accounting or tax offerings.

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Broad incumbents

• Avalara: Leading sales and use tax compliance software platform offering automated nexus determination, return filing, and exemption certificate management. Competes with Resolve in the compliance and nexus advisory market while offering an integrated SaaS alternative.
• Deloitte Tax LLP: Big 4 tax practice with deep multistate sales and use tax capabilities, including credits/refunds, audit defense, and M&A tax due diligence. Founder Graham Hoad is a former Deloitte consultant, reflecting direct lineage and overlap in service mix.
• Sovos: Global tax compliance software provider covering sales and use tax determination, filing, and reporting. Overlaps with Resolve's return preparation and nexus offerings through automated technology rather than pure advisory services.
• RSM US LLP: Mid-market-focused accounting firm with a dedicated state and local tax practice addressing sales/use tax compliance, nexus, and credits/incentives. Direct competitor in the same mid-market client segment as Resolve.
• BDO USA: Major accounting firm with a state and local tax (SALT) practice serving mid-market companies on sales/use tax, credits, and nexus. BDO is a typical competitor in mid-market sales tax RFPs where Resolve also plays.
• Crowe LLP: Large U.S. accounting and advisory firm with a state and local tax practice serving mid-market and closely held businesses on sales/use tax, credits, and audit defense. Comparable mid-market positioning to Resolve.
• Vertex, Inc. Enterprise tax technology provider for sales and use tax calculation, exemption management, and compliance. Competes in the same end market as Resolve's taxability research and return preparation services, primarily via software.
• KPMG LLP (State and Local Tax Practice): Big 4 firm with a sizable SALT practice serving Fortune 500 and large multinationals on sales/use tax controversies, credits, and Wayfair-driven nexus work. Competes at the high end of Resolve's client range.

Direct peers

• Ryan, LLC: Large tax services and consulting firm specializing in state and local tax (SALT), including sales and use tax, credits and incentives recovery, and tax controversy. Ryan is the closest large-scale direct peer to Resolve's specialty, though at significantly greater scale.
• Sales Tax Solutions LLC: Boutique sales and use tax consulting firm offering audit defense, multistate compliance, and training services similar to Resolve's portfolio. Comparable niche positioning at smaller scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/resolve-sales-tax-llc

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 Resolve Sales Tax, LLC