Expertise Across the Entire Tax Lifecycle
Sales and use tax administration encompasses more than just filing returns. It impacts procurement, accounts payable, billing, tax technology, audits, exemption certificates, and financial reporting. Our experienced professionals work alongside your team to address immediate challenges while identifying opportunities to improve accuracy and efficiency, establish visibility and control, and apply automation and AI to deliver meaningful value.
Whether you need support with a specific tax issue or a broader strategy for managing sales and use tax, DMA brings together tax expertise, technology, AI and automation capabilities, and practical experience to address the areas that matter most to your organization.
Sales & Use Tax Compliance
Manage multistate filings, payments, notices, and tax accounts with greater accuracy, efficiency, and oversight.
Sales & Use Tax Recovery
Identify and recover sales and use tax overpayments through transaction analysis, refund claims, and jurisdictional support.
Audit Management & Defense
Manage audits strategically, develop defensible tax positions, and challenge inappropriate assessments to reduce unnecessary exposure.
Sales & Use Tax Advisory
Address nexus, taxability, exemptions, sourcing, registrations, and other multistate tax issues with practical guidance.
Technology & Automation
Improve tax operations through technology selection, implementation, optimization, automation, and practical AI applications.
Tax Process Optimization
Strengthen tax processes, data, systems, and controls to improve accuracy, efficiency, and readiness for automation.
Tax Managed Services
Extend internal capabilities with flexible tax and technology resources for ongoing support or management of defined functions.
Exemption Certificate Management
Reduce exemption certificate exposure through validation, remediation, transaction analysis, and ongoing lifecycle management.
Sales Tax Credit Recovery
Recover available sales tax credits while identifying process issues that contribute to unnecessary credit accumulation.
Outsourced Tax Department Solutions
Extend internal resources or outsource defined tax functions with experienced professionals, technology, and ongoing oversight.
Additional Sales & Use Tax Services
DMA offers specialized sales and use tax services to support client needs, including:
Managed Compliance Agreements
Establish and manage state agreements that streamline compliance, sampling, and audit administration.
Monthly Accrual Analysis
Improve month-end accuracy by identifying use tax that should be accrued or reversed through ongoing transaction analysis.
Transaction Tax Credits & Incentives
Identify and pursue tax incentives tied to capital investment, job creation, and other qualifying business activity.
Training & Education
Build tax knowledge with customized training aligned to your operations, transaction types, team needs, and experience levels.
Utility Studies
Determine taxable and exempt utility usage, support refund opportunities, and document exemptions for future purchases.
Tax & Technology Working Together
Sales and use tax issues rarely exist in isolation. Tax policy affects system configuration. Technology influences compliance. Data quality affects audits. And the growing use of AI creates new questions around data readiness, governance, controls, and where automation can deliver meaningful value. Operational changes, M&A activity, personnel turnover, and process weaknesses can create both exposure and overpayments. Through our TRANSACTIONTAX360™ approach, DMA brings transaction tax and technology professionals together to evaluate these connections across the organization.
DMA’s holistic approach fosters team collaboration to identify opportunities to improve tax policy, processes, data, automation, and technology—including where AI can be applied effectively and responsibly—providing a comprehensive approach to sales and use tax management.
Why Partner With DMA?
Experience That Goes Beyond the Project
For more than 50 years, DMA has focused on state and local taxation. Our sales and use tax professionals bring extensive industry and jurisdictional experience to every engagement.
As an employee-owned firm, our professionals are invested in the long-term success of our clients. Experienced team members are actively involved throughout engagements, providing continuity and practical guidance with a deep understanding of both the technical tax requirements and how tax operates inside large organizations.
Tax Expertise Meets Technology
DMA’s transaction tax and tax technology teams work side by side. That combination allows us to look beyond the immediate tax issue and consider the systems, data, processes, and controls behind it. Whether we’re managing an audit, reviewing tax recovery opportunities, improving compliance, addressing certificate exposure, or implementing technology, we look for ways to strengthen the broader tax function.
Solutions Built Around Your Business
There is no single operating model that works for every tax department. DMA works with your team to understand your business, existing resources, technology environment, and priorities before recommending an approach. Engagements range from targeted support for a specific issue to ongoing management and transformation of critical sales and use tax processes.
Results Across the Sales & Use Tax Lifecycle
$12M in Software Tax Recovered
Iron Mountain
Multi-point-of-use analysis recovered approximately $12 million in overpaid sales tax and improved future tax treatment.
8,000+ Returns Filed Annually
Multinational Manufacturer
High-volume compliance support manages filings across thousands of jurisdictions while addressing credits, exemptions, and process issues.
$2M Refund From Texas Audit
Healthcare Manufacturer
In-depth audit review uncovered significant opportunities, helping turn a nearly $5.5 million preliminary assessment into a $2 million refund.
This is just a sample of the results DMA delivers across sales and use tax. Explore additional success stories spanning compliance, recovery, audit defense, technology, and more.
Frequently Asked Questions
Can DMA Work Alongside an Existing Sales & Use Tax Team?
Yes. DMA’s services are tailored to complement existing internal resources, provide specialized expertise for a particular project or issue, or take responsibility for defined tax functions. Support can also evolve as internal resources, business requirements, and technology environments change.
Can DMA Help Identify Both Sales & Use Tax Exposure and Recovery Opportunities?
Yes. DMA can evaluate transaction data and tax processes for both potential exposure and overpayments. Looking at both sides provides a more complete view of sales and use tax positions and can result in potential audit assessment reductions and recovery opportunities that may otherwise be missed.
Can DMA Help Improve Our Current Tax Technology Without Replacing It?
Yes. New technology isn’t always the answer. DMA can evaluate existing tax systems, configurations, integrations, data, and processes to identify opportunities to improve performance, address gaps, and introduce automation or AI-enabled capabilities before determining whether a new solution is necessary.
How Can DMA Help Us Use AI in Sales & Use Tax?
DMA helps organizations identify practical opportunities to apply AI within sales and use tax while considering the data, processes, technology, controls, and governance required to support it. Depending on internal capabilities and governance requirements, DMA can collaborate with your internal AI teams, develop solutions using approved enterprise technology, or apply tax-focused frameworks to accelerate implementation.
How Does DMA Approach Sales & Use Tax Differently From Other Consulting Firms?
DMA brings transaction tax and tax technology expertise together through TRANSACTIONTAX360™. Our professionals consider the entire sales and use tax life cycle — tax policy, processes, data, systems, compliance, and controls are interconnected, and we take a comprehensive approach rather than addressing each issue in isolation. This approach solves an immediate tax need while identifying opportunities to strengthen the broader tax function.