Jake Buchenot

Sales & Use Tax Consulting

Multi-State
Sales Tax,
Made Clear.

Experienced sales and use tax support for corporate tax and finance teams.Resolve compliance issues, respond to notices, improve processes, and get more from your tax systems without adding full-time headcount.

• About

Sales and use tax touches far more than returns. I’ve worked across compliance, nexus, taxability, exemption certificates, audits, reconciliations, tax technology, and process automation—giving me a practical understanding of how tax decisions affect the broader business.My background includes nationwide compliance and tax-technology work involving Vertex, Avalara, SAP, Alteryx, and SQL. I use that experience to help companies identify what matters, resolve the issue in front of them, and build an approach their team can actually maintain.

9+ Years

Sales and use tax experience

Nationwide

Experience supporting sales tax obligations across the country, with guidance tailored to where your business operates and sells.

Automation

Built automation that reduced a recurring two-day process to approximately 1 hour, creating more time for review, analysis, and higher-value work.

Experienced Tax Support That Fits Your Systems, Deadlines, and Team.

Jake Buchenot, MBA
Independent Sales & Use Tax Consultant

Examples reflect prior professional experience. Every engagement has different facts, systems, and potential outcomes.

• Services

How I Support Your Team.

Engagements are built around your specific issue, timeline, systems, and internal resources. Support can be project-based, temporary, or ongoing.

Multi-State Compliance & Notice Support

Return review, notice research and response, account cleanup, reconciliations, filing-calendar support, and assistance resolving recurring compliance problems.

Audits, Refunds & Exemption Certificates

Audit-documentation support, sampling and data review, overpayment identification, refund opportunities, and improvements to exemption-certificate processes.

Wayfair Analysis

A state-by-state review of sales against applicable economic nexus thresholds to identify where registration and collection obligations may exist, where potential exposure deserves attention, and what should be monitored going forward.

Tax Systems & Process Improvement

Support involving Vertex, Avalara, SAP, Alteryx, SQL, and Excel—including testing, data analysis, reconciliations, issue resolution, and recurring-process automation.

• Process

A Simple Process Built Around Clarity.

Introductory Conversation

We discuss the issue, relevant deadlines, the outcome you need, and whether my experience is a good fit.

Scope & Workplan

I review the available facts, identify open questions, and define practical responsibilities, deliverables, and timing.

Execute & Communicate

I perform the agreed work while providing clear updates, findings, and questions requiring your team’s input.

Deliver & Support

We review results, refine what matters, and make sure the final outcome supports real growth.

• FAQ

Common questions, and answers.

What types of organizations do you support?

I primarily support multi-state businesses, corporate tax and finance departments, and consulting firms that need experienced sales and use tax capacity.

Can you supplement an existing tax team or consulting firm?

Yes. I can work alongside an internal tax department, controller, finance team, outside provider, or consulting firm, including through overflow or subcontract engagements.

What types of engagements do you accept?

Engagements may include a defined project, short-term capacity support, recurring assistance, or a specific process-improvement initiative.

Do you work remotely?

Yes. My services are designed primarily for remote delivery to organizations throughout the United States.

How are engagements priced?

Pricing depends on the scope, urgency, available information, and expected deliverables. Work may be priced hourly, as a defined project, or as ongoing support.

Do you provide income-tax preparation or legal advice?

No. My practice is focused on sales, use, and indirect tax support. Information provided through this website is general and is not legal advice.

How do you handle confidential information?

The initial contact form should contain only a general description of the issue. Confidential documents will be exchanged through an agreed secure method after an engagement begins.

• Contact

Tell Me What You’re Working On.

Share a brief, nonconfidential description of your situation. I’ll respond to schedule a conversation or ask for any additional information needed to determine whether I may be able to help.Please do not include tax account numbers, returns, notices, customer data, or other confidential information in this form.

Ready to Move Your Tax Work Forward?

Jake Buchenot.

Contact: [email protected]

LinkedIn: @Jake Buchenot

Whether you are facing an immediate issue, a growing backlog, a systems problem, or a temporary capacity gap, the first step is a straightforward conversation.Schedule a 20-minute introductory call to discuss the situation and determine whether my experience is a good fit.