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Sales Tax Cleanup & VDA Services

What is Voluntary Disclosure Agreement?

A Voluntary Disclosure Agreement (VDA) is a legal arrangement between a taxpayer and a state government. It allows businesses that have historical nexus (a tax presence) in a state—but have not yet been contacted by that state's tax authorities—to come forward voluntarily.

In exchange for reporting and paying prior tax liabilities, the state agrees to:

  • Limit the look-back period (usually to 3 or 4 years).

  • Waive all penalties associated with the late filing and payment.

  • Provide immunity from criminal prosecution related to the disclosed tax.

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Who Needs It?

You may benefit from a VDA if you:

Sell products in multiple states

Recently discovered you have sales tax obligations (nexus)

Have not registered or filed in certain states

Want to resolve past tax exposure before it becomes a bigger issue

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You are only eligible for a VDA if the state has not yet contacted you regarding an audit or a nexus inquiry. Once the state sends that first letter, the voluntary window slams shut.

Our 5-Step Resolution Roadmap

We guide you through a structured five-step approach to ensure the best possible outcome.

1

Nexus Study

We analyze your sales data to pinpoint exactly where you have a filing obligation and quantify your exposure.

2

Anonymous Inquiry

We negotiate with the state on your behalf without revealing your company name, protecting your identity until the deal is set.

3

Formal Agreement

We secure a signed VDA, legally locking in your penalty waivers and a limited 3–4 year look-back period.

4

Submission & Settlement

We calculate the precise back taxes due for the protected window and manage the filing of all necessary returns.

5

A Clean Slate

You pay the settled amount, we register your business, and you move forward with full compliance and peace of mind.

2

Anonymous Inquiry

We negotiate with the state on your behalf without revealing your company name, protecting your identity until the deal is set.

3

Formal Agreement

We secure a signed VDA, legally locking in your penalty waivers and a limited 3–4 year look-back period.

4

Submission & Settlement

We calculate the precise back taxes due for the protected window and manage the filing of all necessary returns.

5

A Clean Slate

You pay the settled amount, we register your business, and you move forward with full compliance and peace of mind.

Why a Voluntary Disclosure Agreement (VDA) Matters

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100% Penalty Waiver

Eliminate state penalties that typically range from 25% to 50% of the tax due.

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The "Look-Back" Shield

Limit your liability to the last 3–4 years only. Without a VDA, states can audit your entire business history.

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Audit Protection

Proactively resolving your exposure grants you legal immunity for the disclosed period.

Gain clarity, reduce uncertainty, and move forward with a compliant and structured solution.

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Valuation Readiness

Clean up your balance sheet to ensure your business is ready for investment or a future sale.

Know the Cost Before You Commit

No hidden fees, no guesswork—just clear pricing tailored to your sales tax and VDA needs.

Starter Plan

Starting at

$750/month

For businesses filing in a limited number of states

Preparation and filing of returns

Basic reconciliation

Ongoing compliance support

Sales Tax Compliance Plans

We provide ongoing multi-state sales tax compliance for e-commerce and growing businesses.

Growth Plan

Starting at

$1,250/month

For multi-state businesses with increasing volume

Multi-state filings

Monthly reconciliation

Email support and guidance

Premium Plan

Starting at

$1,750+/month

For high-volume or complex operations

Multi-jurisdiction filings

Detailed reporting

Priority support

Most clients fall between $1,000–$1,500/month depending on number of states and complexity.

All Includes

State application and negotiation

State application and negotiation

Sales tax analysis and summaries

Penalty waiver support

VDA projects are quoted after review based on complexity and number of periods.

Voluntary Disclosure (VDA) Services

If you have past sales tax exposure, we help resolve it through voluntary disclosure agreements to reduce penalties and limit lookback periods.

Pricing Per State

Basic

Starting at

$1,250+

per mo.

Standard

Starting at

$2,150+

per mo.

Premium

Starting at

$3,575+

per mo.

Add-On Services

Bookkeeping

Starting at

$800/month

Monthly reconciliations

Financial reports

Cleanup support (if needed)

Bundle pricing available for clients combining bookkeeping and sales tax compliance.

Business Team Discussion

Don’t let uncertainty hold you back

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Gain clarity on your situation and take the right next step.

Book your free consultation today and get straightforward, expert guidance.

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Reliable Service You Can Count On 

We prioritize accuracy and attention to detail. If something ever goes wrong on our end, we’ll address it promptly and handle the resolution for you.

Ready to resolve your sales tax exposure?

Book a Free Consultation and let’s discuss your next steps.

Book a Free Consultation
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