Partnering With CPAs

Partner with Downey, Smith & Fier for Expert Sales Tax Consulting:

At Downey, Smith & Fier (DSF), we understand the difficulties of sales and use tax compliance. Our firm specializes in providing expert sales tax consulting services, and we work collaboratively with businesses and their trusted advisors, including CPAs and attorneys. We want to emphasize that our goal is not to replace your business CPA, but to act as an extension of your team, providing specialized support to address any sales tax complications that may arise.

Collaboration, Not Competition:

We view our role as a resource to enhance the services you provide to your clients. Whether your firm already offers some sales and use tax services or seeks to expand its capabilities, DSF is here to collaborate. Our partnership is designed to complement your existing services without disrupting your client relationships. By working together, we can provide specialized support that enhances the solutions you offer.

Why Choose DSF?

Our team at DSF brings significant experience from government, industry, and Big 4 firms. We have successfully partnered with clients ranging from startups to middle-market companies to Fortune 1000 enterprises across a variety of industries. Our extensive knowledge and practical expertise allow us to navigate the complexities of sales and use tax with precision and efficiency.

Key Services We Offer:

• Sales and Use Tax Non-Compliance Resolution:

  • Many businesses, particularly those with eCommerce sales, are unaware of economic nexus requirements and fail to register for sales and use taxes in various states. This issue is also common in M&A and restructuring transactions. We assist buyers and sellers in identifying non-compliance, conducting exposure analysis, handling registrations, and managing voluntary disclosures.

• Comprehensive Audit Assistance:

  • With increased audit activity from the California Department of Tax and Fee Administration (CDTFA) and other taxing authorities, businesses face significant audit assessments. DSF offers end-to-end audit support, including preparation, negotiation during audits, and management of the appeals process. Our expertise not only helps limit exposure but also identifies overpayments that may result in refunds.

Let’s Work Together

At DSF, our priority is to deliver exceptional sales tax consulting services that meet the unique needs of each client. We look forward to the opportunity to collaborate with you and your team to achieve optimal outcomes for our mutual clients.

For more detailed information or to discuss how we can support your firm, please contact us. We are here to help and ready to provide the expertise you need.