Voluntary Disclosure Agreement Management

At Venture Tax Group, we created a Company dedicated to providing Voluntary Disclosure Agreement services. We bring 30 years of state and local tax experience to provide Voluntary Disclosure Agreement management services for sales and use tax, gross receipt tax and state income and franchise tax. We take a different approach including offering sales tax return preparation services and state income and non-resident withholding tax preparation services. We also use tax management software that allows us to keep the private equity firm, the VDA participant and the seller current on the status of each VDA.

VDA Lookback by State Chart

Download the PDF Chart

Monitor Your Progress

Gain real-time visibility into your voluntary disclosure agreement status. Our client dashboard provides a methodical overview of tax compliance milestones, ensuring complete transparency and precise tracking of your state income and sales tax obligations.

Our Voluntary Disclosure Agreement Services

Voluntary Disclosure Agreement Services

Prepare and File Voluntary Disclosure Agreement process. Work with the state to confirm the terms and lookback. Prepare and file the tax registrations

$4,000 per Jurisdiction

Exposure Quantification & Review

Review the sales data and prepare a model to estimate the sales and use tax exposure by state, with the ability to adjust the liability for customers with exemptions.

$7,500 per Entity

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Historical Sales and Use Tax Return Preparation

Processing sales and use tax data for historical periods, resulting in either the creation of worksheets in lieu of returns or filing actual returns, using a sales tax engine.

$1,500 per Worksheet

Income/Non-Resident Withholding Tax Return Prep

Input federal return data, prepare apportionment models, prepare state income tax and non-resident withholding returns, and file in the appropriate manner.

$1,000 per Return

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Sales Tax Registration

Prepare and file sales tax registrations for jurisdictions where the Company will not file a Voluntary Disclosure Agreement.

$350 per Registration

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Exemption Certificate Gathering Services

Track certificates, blast emails to customers, guide client on calls, validate documentation, and adjust tax exposure accordingly.

$15,000 per Entity

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Tax Audit Management

Strategic management of state tax audits to minimize liability and ensure compliance through expert representation and oversight.

Rates and Hours

Negotiated Settlement for States Where VDA Can't Be Done

Strategic negotiation for quasi-VDAs including waiver of penalties and limit on lookback periods when standard VDA is not applicable.

Rates and Hours

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Current Sales and Use Tax Return Preparation

Preparation of Current Sales and Use Tax Returns, including data review, return preparation, and payment submission.

$75 per Return

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Our Experience

We specialize in navigating the intricate landscape of multi-state tax compliance and voluntary disclosure agreements. Our methodical approach ensures that complex state income and sales tax obligations are resolved with precision and authority, providing our clients with the strategic clarity needed for long-term financial stability.