Hello, I am Mary Thomas, Attorney and CPA
I’m the type of person who likes to solve a good puzzle. I’ve always had a passion for pulling things apart and putting them back together, which means the nuances of sales and use tax is right up my alley.
There’s something rewarding in being able to take a situation, break it down and make it simple so people can understand what’s going on.
I’ve employed that approach as part of a lengthy career as both a Certified Public Accountant and an attorney.
The reality is, most people find out about their sales & use tax responsibilities at the worst possible time– during an audit.
I love empowering people so they understand exactly what they need to do, so they can rest easy in the knowledge they understand sales and use tax and are doing it right.
How I can help you
Using both my legal expertise and accounting experience, I’ll provide you with the resources and research you need to ensure your business is compliant when it comes to sales & use tax.
Not only will I find the right information to suit your individual needs, I’ll give you the research and discuss it with you, so you can comfortably approach sales & use tax in the future.
Did you just start your business, add a new product or service line, or expand your territory?
Whether you are just starting out or are expanding your business, we walk you through questions about registration, taxability, and the account set-up and report filing process.
Not sure if you need to register to collect sales or use tax?
Nexus Studies are for people who are concerned that they may have a duty to register to collect sales or use tax in states other than the state of domicile.
Learn about Nexus
Concerned about nexus (the requirement to register to collect sales or use tax) and want to learn the basic framework of how to perform the analysis on your own?
In the academy, I share with you tips on how to understand and navigate the world of nexus in its different forms.
Sales Tax Compliance Consultation
Think you might have made a sales tax mistake? I can help you with that.
We will work to determine if there is an error, quantify it, and craft a plan of action to correct it.
What Others Say About Mary
Taxes always seemed daunting. However, I was given the task of working with sales tax for a green field operation. Shamefully, I dreaded the process and wasn’t looking forward to my ‘Intro to Sales Tax’ with Mary Thomas’ company. As soon as met Mary, I knew I had found not only a thorough and patient teacher, but an expert in her field.
Prior to our commencement of working in Texas we searched many firms looking for the right fit. The minute we started talking to Mary we knew we would have a lasting relationship. She knows her business. The methodical approach in teaching and explaining the rules governing sales and use tax is upbeat and comprehensible, especially for a firm doing business for the first time in Texas.
Opening up a small business is much more difficult than it appears on any Hallmark Channel movie. There are so many moving parts: payroll, insurance, rent, etc. For questions about sales tax, a friend recommended Mary Thomas. She answered all my questions…and repeated those answers in a very courteous and knowledgeable way. You will definitely feel more confident and empowered after making her part of your team.
Auditors routinely request bank statements as part of their document request.
If you are commingling personal deposits and business deposits, you must be able to identify and substantiate which deposits are not related to your sales.
Sales tax registration may lead to other registration responsibilities. It is important to not only know when sales and use tax nexus is triggered but to also know that registering to collect sales tax may lead to other registration requirements.
When making a refund request, review the website of the taxing authority to ensure you have all documentation that fully supports the request. Expect that the documentation may be reviewed before funds are released.
This blog is about the common mistakes that people make when filing sales tax returns. Topics includes collecting sales tax incorrectly, filing sales tax returns in a timely manner, filing sales tax returns even when there are zero sales in a jurisdiction, etc.
Taxable purchases is a concept that people commonly misunderstand. It stands for the concept that there are no free rides. If a vendor does not charge sales tax on a product or service that is taxable, you must remit the tax directly the appropriate taxing authority yourself.
When working with sales tax, it is common for people to sell items that are not taxable without collecting resale or exemption certificates that support the tax-free nature of the sale. If a taxing authority requires the collection of the documents to prove that your decision not to collect sales or use tax was correct, you MUST have the documents. And there is a difference between resale and exemption certificates.
11615 Spring Cypress Road, Suite E
Tomball, TX 77377-8920