Company Performance Metrics
- Robert Dumas: CEO & Founder/ PartnerPast Role: BellSouth, Manager
TaxConnex has expanded its outsourcing services to include Exemption Certificate Management and Unclaimed Property Compliance. Maintaining current, valid exemption certificates is critical in managing your overall sales tax risk. Their experienced practitioners will review the certificates for validity, electronically host certificates for easy
retrieval, and manage the expiration process by proactively tracking the expiration dates of each certificate.
Their new Unclaimed Property Compliance service will reduce potential unclaimed property exposure and ensure compliance with state regulations. They now offer services to manage and report your unclaimed property including sending due diligence letters, and reporting each abandoned property to the states.