Services
Financial operations, anchored by sales & use tax.
Three focused practice areas, one experienced advisor. Sales & Use Tax remains our core strength — supported by the bookkeeping discipline that makes every tax decision sharper.
01
Sales & Use Tax Compliance Advisory
A calm, expert hand on the wheel as your company crosses state lines. We help you understand where you owe, register where you should, and stay clean where you already do business. When the time comes, we help manage new technology integrations to ensure your partnering with the company that is the best fit for your systems and your business.
Nexus & Exposure
- Multi-State Economic & Physical Nexus Reviews
- Exemption Certificate Applicability
- Historic Exposure Quantification
- Wayfair Readiness Assessments
Registrations & Remediation
- State & Local Registration Management
- Voluntary Disclosure Agreements (VDAs)
- AP Process Audit - Invoice Processing Review
- Penalty & Interest Abatement
KNOWLEDGE SHARING
- Technology Integration Build Out
- Invoice Processing Improvement
- SaaS Location Tracking
- Resale & Non-Taxable Transaction Reviews
02
Audit Review & Defense
When a state auditor arrives, the outcome is decided by preparation. We stand alongside your team from opening conference through settlement — protecting cash, timelines, and the narrative.
Pre-Audit
- Records & Data Readiness Review
- Sample Selection Strategy
- Pre-Audit Exposure Modeling
- Coordination with Internal Counsel
During the Audit
- Auditor Liaison & Document Control
- Position Papers & Technical Rebuttals
- On-the-Fly Issue Resolution
- Refund Claim Identification
Resolution
- Assessment Negotiation
- Managed Audit Programs
- Administrative Appeal Support
- Post-Audit Remediation Playbook
03
Bookkeeping
Clean, current books are the foundation of every tax decision. We deliver organized, reliable bookkeeping that keeps your financials accurate and your compliance exposure visible — so you never have to guess where you stand.
Monthly Rhythm
- Bank & Credit Card Reconciliation
- Accounts Payable & Receivable
- General Ledger Maintenance
- Monthly Close Support
Reporting
- Financial Statement Preparation
- Management Reports
- Cash Flow Visibility
- Year-End Readiness
Clean-Up
- Historical Transaction Review
- Chart of Accounts Optimization
- Catch-Up Bookkeeping
- Process Documentation
For CPA firms
A discreet indirect tax bench for your clients.
We believe the best client outcomes come from strong partnerships. The MarshLine Group works alongside CPA firms as a trusted sales and use tax resource, allowing you to continue leading the client relationship while we provide specialized indirect tax expertise. Referral, collaborative, and subcontracted engagement options are available.
- Client-Branded Deliverables
- Direct or Blind Referrals
- Flat-Fee Project Pricing
- NDA & Partnership Agreements
The engagement
A quiet, four-step rhythm.
01
Discovery
A candid, no-cost call to understand your footprint and pain points.
02
Scoping
A written engagement letter with fixed fees and a clear timeline.
03
Execution
Focused delivery — inside your systems, on your calendar.
04
Handoff
Documentation, playbook, and optional retainer for ongoing coverage.