Custom Tax Workshop

At the conclusion of an audit defense, refund review or custom tax matrix, our team provides a Custom Tax Workshop for your tax, A/P and procurement staff to mitigate future issues and streamline your tax accounting process moving forward. Our training sessions are not only customized to fit your needs and cover all issues regarding your footprint, but we also include hard copy training manuals for your staff to peruse at their leisure. Training can also take place over multiple sessions if applicable. With an existing engagement, the Custom Tax Workshop is a complimentary part of our service or it can be an ad hoc service.

The following unsolicited testimonial speaks clearly to the value delivered through our sales tax training:

“I’d like to take this opportunity to express our appreciation as well as compliment two of your excellent employees, Melissa Myers and Dave Anderson. Melissa and Dave went to great lengths in preparing a custom, comprehensive and informative Sales & Use Tax Training Guide that is utilized daily by our Procurement, Accounts Payable, Finance and Tax Departments. In fact, the tax guidance contained in the guide has received a significant amount of praise and recognition within our organization and our Chief Accounting Officer maintains a copy in his office. 

In addition, the recent Tax Education Workshop presented by Melissa & Dave at our corporate headquarters in September, was a huge success in terms of the tax education received by 30+ colleagues in Procurement, Accounts Payable, Finance and Tax. The education from that workshop was a big void that TaxMatrix filled in aiding our pressing business need to establish fundamental sales & use tax competency within the organization.

Thank you for your continued support; such great service builds long-term working relationships.”

Keith R. Davis
Sr. Director, Strategic Sourcing
Global Procurement

Industry leading global CRO serving the Pharmaceutical & Bio-Tech Industries

Who Is TaxMatrix?

TaxMatrix is a national sales and use tax consulting firm with offices in five states, and we proudly service every U.S. taxing jurisdiction and industry. We deliver a best-in-class service to our clients for sales tax compliance and recovery (audit defense, refund and compliance reviews) needs. In addition to our Custom Tax Workshop, our clients enjoy permanent, unrestricted access to our Tax Help DeskSM for ongoing compliance needs at no charge.

Our team looks forward to partnering with you to support your company’s compliance and recovery objectives. If you are interested, please contact us today.