Case Study: PM Business Advisors achieves scalable, lower-risk sales tax filing with Avalara Managed Returns for Accountants

Building a next-generation sales tax practice

PM Business Advisors (PMBA), founded by Chris Vignone, built a sales tax advisory practice as demand surged after e-commerce growth and the Wayfair ruling created complex multi-state filing obligations for clients. The firm needed a better way to manage sales tax reporting across many jurisdictions, since its manual, spreadsheet-based process was time-consuming, error-prone, and difficult to scale. Avalara helped PMBA address this challenge with Avalara Managed Returns for Accountants.

Avalara implemented an automated filing model that prepares and files sales and use tax returns for PMBA’s clients and remits tax funds to jurisdictions, while PMBA retains oversight and focuses on advisory work. With Avalara, PM Business Advisors was able to reduce the labor and risk tied to manual compliance, scale its sales tax practice, and grow revenues by turning a cumbersome service into a more efficient, higher-value offering.

PM Business Advisors

Chris Vignone

Chief Executive Officer