Advisory for companies with U.S. & Canadian economic nexus. Find out what you owe before an auditor does.
Your Business Is Growing. So Are Your Tax Obligations.
Post-Wayfair, economic nexus rules have created tax obligations for thousands of companies that have never set foot in a U.S. state. European businesses selling into the U.S. & Canada, domestic companies managing multi-state complexity, and M&A deal teams assessing contingent liabilities all face the same challenge.
Exactera delivers the analysis, strategy, and a defensible resolution on a fixed-fee basis… not by the hour.
Sales and Use Tax, end to end.
Economic Nexus Studies Product Taxability Reviews Exposure Analysis Voluntary Disclosure Agreements (VDAs) M&A Contingent Tax Liabilities (ASC 450-20) Audit Defense Data Modeling Exemption Certificate Management Letter Rulings Reverse Audit Continuous Monitoring Multiple Points of Use Exemption Certificates 
Economic Nexus Studies Economic Nexus Studies
Determine exactly where you have Sales & Use Tax obligations before an auditor does state by state, with a risk-ranked action plan.
Product Taxability Reviews Product Taxability Reviews
Confirm which of your products and services are taxable in each state and document your position with defensible documentation.
Exposure Analysis Exposure Analysis
Quantify your uncollected tax liability with the specificity required to act: amounts, lookback periods, and prioritized next steps.
Voluntary Disclosure Agreements (VDAs) Voluntary Disclosure Agreements (VDAs)
Resolve past U.S. exposure through state-administered VDA programs often with penalty waivers and limited lookback periods.
M&A Contingent Tax Liabilities (ASC 450-20) M&A Contingent Tax Liabilities (ASC 450-20)
Identify and quantify indirect tax exposure on both buy-side and sell-side transactions. Liabilities written off to goodwill; identified within one year of acquisition.
Audit Defense Audit Defense
Respond to state sales & use tax audits with experienced representation, documented positions, and a strategy built on your specific facts.
Data Modeling Data Modeling
Build the data infrastructure to support ongoing compliance, strategic tax planning, and audit readiness across all U.S. jurisdictions & Canada.
Exemption Certificate Management Exemption Certificate Management
Managed services to collect, validate, store, and renew exemption certificates at scale reducing audit exposure and manual burden.
Letter Rulings Letter Rulings
Obtain formal written determinations from tax authorities on the taxability of your products or services. These rulings carry equal legal weight regardless of the size of the firm that files them.
Reverse Audit Reverse Audit
Recover sales and use tax overpaid on exempt
purchases. We review 100% of your purchase
transactions, quantify recoverable amounts, and file
refund claims with vendors and taxing authorities.
Continuous Monitoring Continuous Monitoring
Connect L3i directly to your source systems and run compliance-grade scoring on 100% of transactions as they happen. Get peace of mind with an audit-ready evidentiary record.
Multiple Points of Use Exemption Certificates Multiple Points of Use Exemption Certificates
Apportion tax to the states of actual use and surface refunds on tax already overpaid at a single point of use. We’ll find eligible purchases, build the apportionment, and issue the certificates.
Our Approach
From uncertainty to a defined outcome
Our practitioners have built, audited, and defended Sales & Use Tax programs across every state. Expertise combined with compliance-grade AI analysis accelerates every engagement without sacrificing accuracy.
Know Where You Owe
We map your sales activity against every state's economic nexus thresholds — revenue, transaction volume, and product type — so you know exactly where your Sales & Use Tax obligations exist before an auditor does.
Quantify and Prioritize
We calculate your uncollected tax liability with the specificity required to act: amounts by state, lookback periods, and a risk-ranked list of where to focus first.
Resolve and Move Forward
From VDAs that limit lookback periods and reduce penalties to letter rulings that carry equal legal weight regardless of firm size — we handle the work, you get a defined outcome.
Who We Serve
Built for the leaders who own indirect tax risk.
We help international and U.S. companies confidently manage U.S. Sales & Use Tax exposure, from global sellers entering the U.S. & Canadian markets to domestic businesses facing multi-state complexity.