Tax

Compliance

Reimagined

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Navigate Your Taxes With Expertise

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License and Registration

Ensure seamless and comprehensive compliance with accurate and up-to-date state and federal registrations and filings.

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Document Management

Is the certificate valid? When does it expire? Who is tracking it all? Tax CSA offers managed services for your exemption certificates.

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Audit Support

Secure comprehensive audit support with expert assistance, ensuring thorough preparation and accurate documentation for a smooth and compliant audit process.

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Training and Education

Empower your team with comprehensive training and education services, enhancing their knowledge and skills for effective tax exemption certificate management and compliance.

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Customer Testimonials

Compared to our previous system, there's truly no comparison. We needed a more comprehensive solution than Avalara's CertCapture could provide, and Tax CSA exceeded our expectations.

Nancy Kleiber,Senior Tax Accountant, John Crane Inc.

Tax CSA was nothing but professional and saved me countless hours of research — not to mention the headaches of setting up managed returns for states I had never collected in before.

Trent Budget,President, Budget Heating & Air Conditioning, Inc.

From my perspective, working with Tax CSA has brought the kind of peace of mind we were missing before.

Michael Kopecky,Senior Tax Director, McWane Inc.

Having a reliable partner like Tax CSA ensures our accuracy and peace of mind. Their exceptional and efficient team has gone above and beyond — even helping us reduce licensing costs.

Bucky Heath,CEO, Kingmakers Cigars

I truly appreciate all the help and support Tax CSA provided throughout the implementation of Avalara. Their patience and guidance were invaluable, and the entire team made a complex process feel manageable.

Josh Glas,Co-Owner, Innovative Radiology
Silvia Aguirre

"At Tax CSA, we are committed to ensuring your experience with tax exemptions is seamless and stress-free. We pride ourselves on providing a 'white glove' service that reflects the high standard our valued customers deserve."

Silvia Aguirre
CEO and Founder of Tax CSA
Meet The Team

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EXEMPTIONS DONE RIGHT

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Email us at kristin.terdik@taxcsa.com
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Tax Compliance Services and Automation

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+1-704-231-6552kristin.terdik@taxcsa.com

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