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Assess Your Clients' Sales and Use Tax Exposure

Clients look to you, their trusted business advisor to coach them through financial success. This includes assessing potential exposure issues with sales and use tax.

Craig Cookle, CPA & Partner at WIPFLi LLP, CPAs and Consultants will take you through the client onboarding process for assessing sales and use tax exposure. You will learn the questions to ask your clients as well as how to analyze their answers and create an action plan to help mitigate their sales and use tax issues. Walk away with knowledge on:

  • Assessing your clients’ sales and use tax needs/exposure
  • The importance of the information you gain from your clients’ responses during the assessment process
  • How to help your clients solve their compliance issues and mitigate future exposure
  • Next steps
  • And more!


Craig Cookle, CPA & Partner
WIPFLi LLP CPAs and Consultants

Craig Cookle is part of WIPFLli’s state and local tax group. Craig brings more than 27 years of state and local tax experience to his clients.  Prior to joining WIPFLi in 2005, Craig was the director of the Wisconsin sales and use tax practice of a national accounting firm. Prior to that, he was a field auditor with the Wisconsin Department of Revenue. His knowledge and experience enable him to consistently provide value to his clients in terms of state and local tax savings and efficient resolution of state audits.

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