Content Provider
Milesconsulting logo

Middlebanner astps03182024
Navigateaudit

AUDIT: AVOID IT, OR ELSE NAVIGATE LIKE A PRO

This course was previously titled: HOW TO AVOID OR NAVIGATE A SALES TAX AUDIT
Cost Free
CPE Credits 1.0 hour
Subject Area 1.0 - Taxes (Sales Tax)
CE Credits 0.0 hours
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

As your company grows and expands its sales footprint, the chances of being audited by a state taxing entity increase significantly. While sales tax audits in a business are fairly routine, they can still divert significant time and resources from a company’s normal daily activities. So, most of us would rather not have to deal with an audit, or if one is imminent, we’d like to get it handled as quickly and efficiently as possible. This course will focus on some sales and use tax basics like taxable presence (nexus), qualified exemptions, and sourcing of sales. We will also focus on acceptable documentation and things that companies can do today to mitigate both the chance of audit, and/or reduce the length of an audit. Finally, we’ll talk about tips in dealing with an audit, what a “typical” process might look like, and how to navigate the audit and communicate with the auditor.

Linkedin
Milesconsulting logo

Monika founded Miles Consulting Group in 2002. The firm focuses on multi-state tax consulting—helping clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. For instance, Monika works with technology clients answering questions such as “What are the sales tax ramifications of selling our new widget into the following 15 states?” Prior to forming the firm, Monika worked for over 11 years in Big 4 Public Accounting and 1 year in industry. Monika has provided such services as federal and state income/franchise tax compliance and consulting, sales/use tax consulting, audit support, and credits and incentives reviews. She has served clients in a variety of industries. Monika graduated from the University of Texas at El Paso (UTEP) with a BBA in Accounting/Finance and has a Masters in Taxation from San Jose State University. Her professional affiliations include the AICPA, CalCPA, Texas Society of CPAs, NAWBO-Silicon Valley, and the Accounting & Financial Women’s Alliance, where she has served in many capacities, including National President (2011/2012). Monika has served as a speaker for various organizations such as the AFWA, Financial Women’s Association - San Francisco, San Jose State University, The University of Texas at El Paso, and Beta Alpha Psi (regional and national conferences), as well as providing customized training for CPA firms and technical webinars. Monika is honored to be recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor from 2012 through 2015 and as a 2014 Woman of Influence by the Silicon Valley Business Journal. Monika’s passion is participating annually in fundraising for the American Cancer Society’s “Making Strides Against Breast Cancer.” She has volunteered for the event for 17 years (since its inception in the Bay Area), raising almost $200,000 during that time. Finally, in addition to multistate work, Monika recently launched her "Jumpstart Your Rainmaking" programs. Jumpstart helps professionals who sell their services put an actionable plan around building relationships which lead to business. Her mix of webinars, group training and coaching help create a plan for professionals at all levels.

Additional Materials
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Milesconsulting logo
We provide a full range of services, designed for our clients. At Miles Consulting Group, you won’t find a “one-size-fits-all” approach to client service. While we have proven processes, they are customized to clients’ unique needs. We will work with your staff but we will not overburden them - we are aware of the time constraints placed upon in-house staffs and design our workplans ahead of the project. We welcome the opportunity to work in tandem with our clients’ operations personnel and internal and external accounting and legal staffs.