Hello, I am Stephanie Thomas, CPA
As a Certified Public Accountant, I understand all too well that sales & use tax seems complicated.
As a small business owner, I also appreciate it might slip to the bottom of the long list of tasks that business operators and their staff juggle each day.
That’s why I’m determined to provide business owners with the peace of mind that what they are doing is correct and compliant.
I focus on making sure you understand what you need to, so you can feel confident about sales & use tax, whether you choose to outsource or file your returns yourself.
Small business owners don’t have endless time or cash resources at their disposal, but I’m here give you the knowledge and insight you need to efficiently and effectively navigate the landscape of sales & use tax.
How I can help you
I’m here to work with you, providing personalised service that ensures the unique sales & use tax requirements of your business are met. I enjoy helping small business owners and their staff navigate sales & use tax compliance. I am available to assist and answer any questions you may have.
Audit Representation Consultation
Did you receive a notice of routine audit? Don’t panic!
We offer a range of services from a complete outsource to client staff support, through the audit process. Book a discovery call with Stephanie to find out how we can assist you through the process.
Texas Construction Classes
Do work in the construction industry and dread dealing with sales & use issues? Come to class!
We run classes for contractors and subcontractors who need to know when to collect sales tax, pay sales or use tax, tax rates, and the factors that determine tax responsibilities.
We run these as a group session for your and your team live.
Texas Sales Tax Courses
Do you feel lost as you complete your sales and use tax return? We’re here to help!
Understand how to properly complete a Texas sales and use tax return. Texas is used as an example but some concepts are universal in our self paced courses with Stephanie.
Have a question about the tax treatment of transactions from the standpoint of the buyer or the seller? Let us help!
We have conducted research over the United States and Canada. Let’s start this journey with a discovery call.
What Others Say about Stephanie
I know that I can always count on Stephanie and Mary to provide professional, accurate, timely and efficient analysis of our company’s tax needs. Their knowledge and understanding of the tax laws and their willingness to go above and beyond are greatly appreciated. Thanks for the great service!!
Undergoing a sales tax audit can be extremely overwhelming and intimidating. The first call with Stephanie Thomas put me completely at ease. Stephanie demonstrated subject matter expertise with a gift for communication. With the help of Stephanie, I had a clear direction of how to approach the audit and received consistent follow up with tasks required from each of us.
Not only do they have an encyclopedic knowledge of sales and use tax law and practice, but they also are able to explain key concepts clearly, thoroughly, and patiently. Mary and Stephanie have taught my husband and I so much that when we hired a new bookkeeping service last year, we paid for the owner of the service to attend their course so that she had a solid base of knowledge for helping us accurately.
Every jurisdiction has sales and use tax exemptions available to certain taxpayers. Some exemptions are related to exempt organizations (i.e., who is purchasing the item), while others are based on what is being sold and /or how it is being used.
When most people think of reconciliations, they focus on bank statement reconciliations. While they are important, if you are ever audited, one of the first things that the auditor will do is reconcile your sales tax accrual account.
Sales tax credits can are either valid or they are not. Period. What is an unapproved sales tax credit? How does this topic impact the compilation of a correct sales and use tax return? Can you say “TROUBLE?”
If you are a contractor or subcontractor with construction projects in Texas, there are several factors that you must determine to understand your sales and use tax responsibilities. One of these factors is contract type.
In this video, we discuss the importance of other types of reconciliations, including reconciling your sales tax accrual account. If you are ever audited, one of the first things that the auditor will do is reconcile your sales tax accrual account to make sure that you are remitting what your own accounting records reflect should be remitted.
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.
11615 Spring Cypress Road, Suite E
Tomball, TX 77377-8920