Tax CSA is the expert-led team that closes the gap between your software and real compliance.
What they got was a powerful tool that takes real expertise to run well - and that expertise usually isn't sitting inside the company.
The platforms are more capable than ever. But the rules keep multiplying, audits keep happening, and the gap between what your software can do and what your team has bandwidth to handle keeps widening. Tax sits with one overloaded person. Certificates expire. States send notices. And nobody fully owns the in-between.
That gap is exactly what Tax CSA exists to close.
Tax CSA implements, recalibrates, and supports leading tax platforms including sales tax calculation engines, returns filing, exemption certificate management, and use tax. From choosing the right tax engine to getting more from the one you already have, we help companies make their tax technology actually work.
Tax CSA implements, recalibrates, and supports leading tax platforms including sales tax calculation engines, returns filing, exemption certificate management, and use tax. From choosing the right tax engine to getting more from the one you already have, we help companies make their tax technology actually work.
Sales tax questions rarely come with simple answers. Tax CSA helps companies navigate nexus, registrations, voluntary disclosure agreements (VDA), marketplace requirements, audits, and the everyday compliance questions that come with running a complex business.
Sales tax questions rarely come with simple answers. Tax CSA helps companies navigate nexus, registrations, voluntary disclosure agreements (VDA), marketplace requirements, audits, and the everyday compliance questions that come with running a complex business.
Is the certificate valid? When does it expire? Who's tracking it? Tax CSA manages your exemption certificates end-to-end from requesting, validating and renewing certificates, to cleaning up existing records and keeping them organized. Accurate, audit-ready documentation when you need it.
Is the certificate valid? When does it expire? Who's tracking it? Tax CSA manages your exemption certificates end-to-end from requesting, validating and renewing certificates, to cleaning up existing records and keeping them organized. Accurate, audit-ready documentation when you need it.

Former Avalara employees with 100+ years of combined experience — expert-led, US-based, and deeply familiar with the platforms your business runs on. The people who helped build today's leading tax technology now use that knowledge to close your compliance gaps.
Clean records, accurate exemptions, and the right platform configuration — so when a state auditor calls, your team has answers, not a scramble. Tax CSA builds compliance programs that hold up under scrutiny.
White-glove service from day one through the long term. Tax CSA provides a dedicated US-based point of contact, hands-on support, and ongoing health checks — staying closely involved as your business grows and your compliance needs evolve.

“Tax CSA exists because there's a gap nobody else was filling. Companies bought the software. They hired the vendors. And then they were left to figure out the hard part on their own. We built this firm to be the proficient team that stays — the people who actually close the gap between what the tools can do and what the business needs.”
Meet The Team

“Tax CSA exists because there's a gap nobody else was filling. Companies bought the software. They hired the vendors. And then they were left to figure out the hard part on their own. We built this firm to be the proficient team that stays — the people who actually close the gap between what the tools can do and what the business needs.”
Meet The Team
“At McWane, each of our divisions across the country handles sales tax independently. I help support these divisions in their sales tax process and also helped as we implemented a sales tax solution. As part of the sales tax implementation, we engaged a third party to help manage our exemption certificate process, but our experience with this third party wasn't meeting our needs. When Kai and the TTG team recommended Silvia Aguirre and her team at Tax CSA, it was a game-changer. Silvia's team came in and took ownership of the exemption certificate management process. While I haven't been involved in the day-to-day activities since the transition, I can say this: the transition has been seamless. The process is working as it should. We're supporting 15 divisions, and everyone seems pleased. From my perspective, working with Tax CSA has brought the kind of peace of mind we were missing before.”
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“Before implementing Avalara, we didn’t have a clear or consistent understanding of how sales tax applied across the multiple states we operated in—especially given the complexity of IT services, where taxability varies widely by jurisdiction. We knew Avalara would be the right back-end solution, but the real challenge was integrating it with our other software platforms (ConnectWise Manage & ConnectWise Sell) and getting everything set up correctly. Tax CSA came highly recommended, and their white-glove implementation was exactly what we needed. From the start, their responsiveness, speed, and expertise stood out. They served as our single point of contact, handled all questions, and spared us from having to navigate Avalara support directly—something that made a daunting project far more manageable. Once the system was up and running and we began testing and we never looked back. Avalara has worked flawlessly for us, and as we’ve since expanded into Canada, the platform has scaled seamlessly—calculating everything accurately and integrating smoothly. We couldn’t be more pleased with the outcome.”
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A quick overview of the service model, platform support, and workflow improvements behind the Tax CSA experience.
Watch on YouTube“Partnering with Tax CSA has been a game changer for us. As a department of one, I needed both quick responses and accurate support in managing and attaching exemption certificates. Tax CSA delivered exactly that. Their response time is phenomenal — which is critical for us since our orders are processed in real-time. With ExemptionIQ, we now have a robust, user-friendly platform that visually displays processed certificates, states, and transaction details. It's simple to navigate and provides clear, quantifiable insights without overwhelming us with unnecessary data. The clarity the platform (ExemptionIQ) provides is invaluable. I can quickly generate visuals to share with my manager, offering a clear snapshot without the need for lengthy reports. 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. Our setup is complex, with a vast range of products and services, but Tax CSA has handled it with ease. Their expertise and exceptional support have made a significant impact, and I would highly recommend them to any business needing reliable tax compliance solutions.”