FOR CPAs & Bookkeepers
A California Sales Tax Specialist You Can Trust With Your Clients.
When a client brings you a California sales tax notice, a nexus question, or a potential exposure you weren’t expecting, you shouldn’t have to become a sales tax specialist overnight.
That ‘s where I come in. I handle the specialized sales tax mater while you remain the client’s trusted advisor.
WHY WORK WITH STAR
CPAs, enrolled agents, and bookkeepers regularly encounter sales tax questions that fall outside their primary area of expertise. Audits. Nexus. Exemptions. Use Tax. Complex transaction taxability. These issues can carry significant financial consequences, and the wrong approach can create additional problems.
I spent a 10 years as a California Sales Tax Auditor, reviewing business records, conducting audits, evaluating taxability and exemptions, and working with businesses and their representatives. That experience gives me a firsthand perspective on how sales tax issues are evaluated and where businesses commonly encounter problems.
When you refer a client to me, you’re not sending them to a generalist who happens to offer sales ta. You’re connecting hem with a specialist whose practice is focused on sales tax.
Your client relationship stays yours.
I work directly with the client on the agreed upon sales tax matter, communicate clearly throughout the engagement and respect the relationship you’ve already built
You remain their trusted advisor.
I provide specializes sales tax expertise.
You Handle Everything Else. I Handle California Sales Tax.
WHAT I HANDLE FOR YOUR CLIENTS
✓ California sales tax audit support & representation
✓Nexus Studies - California and multi-state
✓Prior period exposure review
✓Exemption review
✓Sales tax diagnostic
✓Ongoing advisory retainer
✓Construction taxability
✓ E-commerce and marketplace issues
✓ SaaS and digital business taxability
HOW IT WORKS
A Simple, Professional Referral Process.
1. You Make the Introduction
A warm email introduction is all it takes. You introduce us, and I’ll take it from there. No complicated referral process. No awkward handoff.
2. Free Consultation
I speak with your client at no charge. to understand the situation and determine whether specialized sales tax assistance is appropriate. If it’s a good fit, I’ll explain the potential next steps .
3. Fixed - Fee Engagement
If the client decides to move forward,, they receive a written proposal outlining the scope, deliverables, timeline and fee before the engagement begins.
4. You Stay Informed
With the client’s permission, I’ll keep you informed about the engagement and coordinate appropriately with you throughout the process. My goal is for your client to come away with greater clarity while you remain their trusted advisor
REFER A CLIENT
Prefer we speak before?
Fill out your information below and I will contact you within three business days.