Lodging & sales tax
Miles Consulting Group
Miles Consulting Group is a boutique state and local tax consultancy that works on one thing: multi-state sales tax. Clients are companies doing business across state lines, from startups to Fortune 500 businesses, in technology and SaaS, manufacturing, retail, and consumer products, including foreign companies selling into the United States.
The work starts with the situation a company is in rather than a fixed product: a suspected problem, an audit or state notice already in hand, or expansion into new states. From there the firm handles multi-state sales tax strategy and nexus review, audit defence and notice response, voluntary disclosure and liability resolution, taxability analysis for SaaS and digital products, sales tax software and systems work, compliance and filing support, and transaction support on mergers and acquisitions.
The firm was founded in 2002 by a former Big Four senior tax manager and works from San Jose, California. Engagements are performed by senior staff, several of them former Big Four or Top 20 firm advisors, and its executive vice president brings more than 35 years in sales and use tax including experience at the California Department of Tax and Fee Administration. The firm collaborates with internal finance teams, outside CPA firms, attorneys, transaction advisors, and software providers. It publishes a multi-state sales tax guide and a state-by-state SaaS taxability reference, and its team speaks on state tax topics.
Client names are deliberately withheld from published case studies, and fees are not published. Nothing on the site addresses lodging, occupancy, or transient tax, so confirm scope directly if that is the need.
Best for
Companies selling across state lines - SaaS, technology, manufacturers, retailers - that need a nexus review, voluntary disclosure, audit defence, or sales tax diligence in a deal. Not a fit for single-state businesses or federal income tax work.
What they do
- Multi-state sales tax strategy
- Nexus reviews
- Audit defence and state notice response
- Voluntary disclosure and liability resolution
- SaaS and digital product taxability analysis
- Sales tax software selection and implementation review
- Sales tax compliance and filing support
- Merger and acquisition transaction support and due diligence
- Assistance for foreign companies selling into the United States
Details
| Attribute | Value |
|---|---|
| Founded | 2002 |
What stands out
- Founded in 2002 and focused only on multi-state sales tax since.
- Engagements are performed by senior staff, several of them former Big Four advisors, with state audit experience on the team.
- The firm's executive vice president has more than 35 years in sales and use tax, including experience at the California Department of Tax and Fee Administration.
- Published case studies include a software configuration error with potential exposure over $200,000, corrected with amended returns in more than fifteen states.
- Publishes a multi-state sales tax guide and a state-by-state SaaS taxability reference.