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Who we are & our principles

Learn more about who we are, our values, and the expertise that shapes our approach, defines our work, and drives the way we support our clients.

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Our mission and vision that drive us forward

Our mission is to empower businesses with expert sales tax solutions that simplify compliance, reduce risk, and drive growth.

We are committed to delivering personalized, cost-effective guidance for small to midsize corporations, e-commerce companies, and organizations navigating complex tax regulations—helping them stay compliant and focused on what matters most: their success.

About Cody Dougherty

I am a proud graduate of Lycoming College, holding a Bachelor of Science in Accounting and Finance, and earned a Master’s in Taxation from Florida Atlantic University. Additionally, I am a Pennsylvania Certified Public Accountant (CPA), bringing a strong foundation of technical knowledge and professional integrity to every client engagement. With nearly 15 years of experience in sales tax compliance and strategy, I have had the privilege of serving Fortune 100 companies, e-commerce businesses, and a wide range of organizations. My career began on the industry side of sales tax, where I gained hands-on expertise before transitioning into a consulting role with a leading professional services firm. In 2021, I launched this business as a side venture, and through dedication and client trust, it has grown into a full-scale consulting firm committed to delivering exceptional sales tax solutions. Outside of work, I reside just outside Philadelphia, Pennsylvania—and yes, Go Birds! In addition to never missing an Eagles game, you can find me cheering on Notre Dame every Saturday. When I’m not in the office, I’m playing dress-up, hitting the playground, or shooting hoops with my two daughters.

Our Story

In 2021, I launched this business as a side venture, and through dedication and client trust, it has grown into a full-scale consulting firm committed to delivering exceptional sales tax solutions.

We’ll help you identify risks, close gaps, and stay compliant as your business grows.

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Have a question?
We’ve got the answers

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How can I reduce the risk of a sales tax audit?


Regular compliance reviews, accurate filings, and proper exemption certificate management are key. We offer services to help with all of these.

Can you manage exemption certificates for my business?


Absolutely. We provide comprehensive exemption document management to keep your records audit-ready.

Do you provide consulting for e-commerce businesses?

Yes, we specialize in helping online retailers manage multi-state sales tax compliance.

Do you offer use tax reviews?

Yes, we review purchase transactions to ensure proper tax accrual and reporting.

How do you charge for your services?


We offer flexible pricing models, including project-based and ongoing compliance support. Contact us for a custom quote.

Do you offer bookkeeping services?

While we specialize in sales and use tax consulting, we partner with a trusted accounting firm that provides bookkeeping services. If needed, we can connect you with our partner to ensure your business receives comprehensive support.