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Accurately Classifying Your Products and Services for Sales Tax


Life after Wayfair has caught many businesses off guard with the new national nexus standards that states are implementing.

This information will assist you in the determination of products and services that may be needed after you review your nexus position (economic nexus). You will be able to differentiate between general services, business and professional services, and enumerated services. This material will assist with your RFPs for taxability studies if you go outside your organization. It will also help you prepare taxability matrices for the invoicing process on a state-by-state basis, as failing to have correct tax determinations will lead to significant audit risk for both the seller and buyer. This material will also be a guide for determining the documentation necessary for your organization to move forward on the sales and use tax front.



Daniel Thompson, CPA, CMI

Daniel Thompson, CPA, CMI

Thompson Tax & Associates, LLC

  • President of Thompson Tax & Associates, LLC and founded the company in 2002
  • 40 years of sales/use tax experience in both government and public accounting
  • Adjunct professor lectures on taxation at Golden Gate University’s State and Local Tax Program
  • Member of the American Institute of CPAs, the California Society of CPAs, and the Institute for Professionals in Taxation (IPT)
  • Served as chairman of the California Society of CPAs Sales and Use Tax Symposium
  • Founding member of the Independent SALT Alliance (ISA)
  • B.S. degree in accounting, California State University, Long Beach
  • Can be contacted at [email protected]
Adam Giera, CMI

Adam Giera, CMI

Thompson Tax & Associates, LLC

  • Vice president and Chief Information Officer, Thompson Tax & Associates, LLC
  • Started with Thompson Tax in 2010
  • Works with the firm’s consulting practice addressing taxability matrices, reverse audits, audit defense, M&A, due diligence, and nexus
  • Co-wrote California article in ABA Tax Times
  • Member of the Institute for Professionals in Taxation (IPT)
  • B.A. degree, Northern Illinois University
  • Can be contacted at a[email protected]

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