State Tax Consulting — Monthly Subscription Program

Your on-call state tax department — predictable monthly cost and responsive assistance from experienced state tax specialists.

Why a Subscription Model?

Most growing companies and mid-sized accounting firms have ongoing state and local tax questions but don’t need full-time state tax resources. Our monthly subscription model gives you direct access to experienced state tax consultants for a flat fee — no hourly billing, no surprises.

Key Benefits

✔ Predictable flat monthly fee — no hourly billing

✔ Easy access to state tax experts via email or virtual meetings

✔ Assistance with compliance questions

✔ Notice and audit response support

✔ Nexus assistance  and advice regarding voluntary disclosure agreements

✔ Peace of mind knowing your business or clients stay compliant

* Service Tiers

• Tier I — $650 / month 

  For small businesses and small accounting firms needing on-call state tax help and basic research.

• Tier II

  For multi-entity or multi-state companies and mid-sized accounting firms needing more frequent assistance.

• Tier III

  For larger or complex operations and larger accounting firms needing a higher level of state tax services including advice with state tax audits, apportionment reviews, assistance with compliance questions, taxability analysis for sales tax, and assistance with state tax issues related to mergers & acquisitions.

Who Benefits Most

• SaaS & Technology — Nexus, sourcing and taxability rules for this industry have changed significantly in recent years. 

• Manufacturing & Distribution — Sales tax exemptions, state income/franchise tax sourcing, and apportionment issues.

• Oilfield & Energy Services — Multi-state sourcing issues, taxability issues for sales tax, and personal property tax compliance challenges.

• E-commerce & Retail — Multi-state sales tax nexus and registration considerations.

• Professional Services — State income tax sourcing inconsistencies among the states and economic nexus thresholds.

• Accounting Firms –

·        We can provide support with multi-state taxes that may allow you to provide services that might otherwise be performed by competitors.

·        Available resources for state income tax compliance questions.

·        Provide guidance on taxability issues for sales and use taxes.

·        Potential referrals for accounting firms – We do not prepare tax returns and we do not provide services related to federal or international income taxes. We can potentially refer clients to accounting firms that are active subscribers.

How It Works

1. Initial discovery call — identify pain points and scope.

2. Flat monthly engagement agreement — cancel anytime within 30 days of next payment due date

3. Responsive support via phone and email.

4. Quarterly check-ins.

5. Periodic state tax training via webcasts (CPE eligible for Texas CPA’s).

6. Prepayment discounts are available.

Let’s Talk

Schedule a free consultation to discuss how we can help save you time and money and to see which subscription fits your needs

Info@statetaxresources.com.