In this episode of It Depends, Brian sits down with Frank Tumminello, Co-Founder of FileForms, to talk about the often-overlooked side of business compliance.

Frank shares how his own experiences with corporate filings led him to launch FileForms, a technology platform designed to help businesses manage entity filings, registered agents, annual reports, and other state compliance requirements. He also discusses how technology is changing the corporate compliance space, the importance of combining technology with personalized service, and why multi-state businesses can benefit from consolidating their compliance needs.

In this episode, you’ll hear about:

• The compliance challenges businesses face as they grow into new states 
• How technology is modernizing corporate filings and entity management 
• The role of registered agents and annual reporting 
• Helping international businesses establish and manage U.S. entities 
• Upcoming compliance changes businesses should be aware of in 2027 

Frank explains FileForms' approach to making business compliance more transparent, accessible, and easier to manage.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

As businesses expand into international markets, currency exchange can become a bigger, and often overlooked, part of managing profitability and cash flow.

In this episode, Brian Greer sits down with Rob McClelland of Orbis Exchange to discuss how companies can take a more strategic approach to managing foreign currency. Rob explains why businesses may be exposed to unnecessary currency exchanges, how forward contracts and hedging can help provide more certainty around costs, and why having a strategy in place matters for companies with regular currency exposure.

Rob explains how local currency collection accounts can give businesses more control over when and how they convert their international sales, rather than relying entirely on payment platforms to handle the exchange.

In this episode, you'll hear about:

• Why international businesses need more than just a competitive exchange rate 
• How companies can avoid unnecessary currency conversions 
• Forward contracts and hedging strategies
• Managing currency exposure for importers and exporters
• How e-commerce businesses can better manage international payments
• Using local currency bank accounts to improve control and potentially reduce costs
• Why every business with regular currency exposure should have a currency strategy

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

Expanding into the U.S. can be an exciting growth opportunity, but it comes with a different legal, regulatory, and business landscape than many European companies expect.

In this episode, Brian sits down with Manny Schoenhuber, Partner at Nelson Mullins, to discuss what European businesses need to consider when entering the U.S. market. Manny shares why companies should think of U.S. expansion as entering a specific state, not one unified market, and breaks down three key pillars of risk mitigation: entity structure, contracts, and insurance.

They also discuss common misconceptions about doing business in the U.S., industries that may require additional planning, why some companies choose to test the market before establishing a U.S. entity, and the importance of having the right people and local network in place.

Manny is also the author of Mastering Market Entry USA: A European’s Guide to Making It Big in America.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

In this episode, Brian Greer sits down with Robert A. Smith, CPA and Founder of Continuo International Tax, to unpack what foreign-based companies need to know before expanding into the US. Robert draws on years of experience helping non-US businesses navigate American tax and business complexities to explain why simply getting a US tax ID number isn't enough to ensure compliance and how skipping proper setup can expose a company to serious legal and financial risk.

The conversation covers building the right advisory team (CPA, attorney, banker, insurance, HR), the differences between US and foreign tax systems, state-level income and sales tax exposure, voluntary disclosure options for companies that are already operating out of compliance, and realistic timelines and budgets for a successful US market entry.

Whether you're a foreign business considering the US market or an advisor working with international clients, this episode show you what it really takes to set up shop successfully in the United States.

Guest: Robert A. Smith, CPA, Founder of Continuo International Tax

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

A sales tax exemption certificate allows businesses to avoid collecting sales tax on qualifying purchases, such as resale items or purchases by exempt entities like nonprofits and government agencies. While buyers must determine their exemption status and provide valid certificates, businesses are responsible for validating and maintaining them to avoid potential tax liability during audits. Listen to this episode to learn about exemptions vs. exclusions, required forms, industry-specific examples, and best practices for managing exemption certificates.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

In this episode, Jeff Meigs and Brian Greer are discussing the intricacies of sales tax compliance in complex organizations. Whether you operate through multiple channels, work within a confusing industry, or manage various business structures, this podcast will provide the knowledge and strategies needed to ensure sales tax compliance and avoid costly mistakes. Our hosts talk through the unique challenges that complex businesses face, offering practical solutions to streamline your sales tax processes.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

Building a bookkeeping business takes more than accounting expertise, it requires intentional growth, smart systems, and knowing when to ask for help. In this episode, Brian Greer sits down with Serena Shoup, CPA, founder of Of Course Financial and The Ambitious Bookkeeper, to discuss her journey from corporate accounting to entrepreneurship. Serena shares how she built a thriving bookkeeping firm, why niching down transformed her business, and the lessons she's learned mentoring hundreds of aspiring bookkeepers. They also discuss pricing strategies, building a team, finding clients as an introvert, and why understanding sales tax is essential for bookkeepers and their clients alike. Whether you're starting your own firm or looking to grow an existing one, this conversation is packed with practical advice for building a sustainable business.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

Sales tax can be complicated if you don't understand what needs to be determined first. You will need to determine where you have nexus, what products/services are taxable, when to register for a sales tax permit, how to manage ongoing sales tax compliance, and much more. Luckily for you, we are experts when it comes to all these factors. In this episode, Brian and Jeff explain the fundamentals of sales tax so you can understand what is required of your business to comply with state and local sales tax.

They discuss:

• Estimating and mitigating prior period sales tax exposure
• Establishing a compliance process for sales tax
• Managing ongoing requirements for sales tax compliance

And if you enjoy this podcast, be sure to subscribe and leave us a review!

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

In this episode of It Depends: A Sales Tax Podcast, we sit down with Lisa Dowling, Chief Tax & Compliance Officer with Fintua, to discuss the complexities of global VAT and indirect tax compliance for businesses expanding beyond the United States. Formerly known as Taxback International, Fintua shares the story behind its evolution, the industries and companies it supports, and what differentiates its approach in the global compliance landscape.

We also explore the partnership between TaxConnex and Fintua and how the collaboration helps businesses navigate both US sales tax and international VAT obligations with greater confidence and efficiency.

From understanding the key differences between US sales tax and global VAT systems to avoiding common compliance pitfalls, this episode delivers practical insights for companies looking to scale internationally. Because in the world of tax, the answer is almost always: it depends.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/

From time to time, sales tax outsourcing relationships fail to work properly and it's time to make a change. By examining a handful of operational indicators, you can assess whether your provider still fits. If it's time for a change, you can initiate and control the process to find a provider to better fit your needs.

Deciding to move on from your current sales tax provider is a big step, but it doesn’t have to be a stressful one. With the right preparation and a clear process, transitioning to a new provider can be smooth, organized, and low risk. In fact, experienced providers handle transitions regularly and will guide you through each step to ensure continuity. In this episode we discuss:

• Reasons it may be time to make a change 
• Why changing providers isn't as hard as you may think
• How to change to a new provider with ease

Listen now so you can take control of your sales tax compliance process to minimize risk and focus on growing your business.

Brian - Chief Revenue Officer, Partner at TaxConnex
https://www.linkedin.com/in/brian-greer-55b7364/
Jeff - Consulting Practice Leader, Partner at TaxConnex
https://www.linkedin.com/in/jeffrey-meigs-14a76521/

https://www.taxconnex.com/