Client Engagement Journey

Inteserra will analyze your current telecom regulatory and tax reports, filings, applications, etc. and in partnership with your senior management team - we'll implement a strategic compliance plan that optimizes your customers and your company's taxes. Our comprehensive Client Engagement Journey will be tailored to you and your team to provide defined deliverables to meet your compliance obligations.

  • Sales Engagement
    • Discovery, Solution Presentation, Proposal Review, Agreement Execution, Operations
  • Client Onboarding
    • Dedicated Personnel Assigned, Onboarding Meeting, Client Account and Portal Setup,
      Escrow and Data Extract Setup, Client Assignments
  • Program Execution
    • Registrations and Applications, Data Importation, Market Entry Filings, Regulatory Filings,
      Sales and Telecom Tax Filings, Workplan Execution, Tax Automation Platform Deployment
  • Ongoing Account Management
    • Dedicated Account Manager, Tax Automation Platform Updates, PUC and FCC Filings, On-demand Performance Reporting, Compliance Audits, Communications Plan, Executive Reviews

Companies That
Trust Us With Their Compliance

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Service Deliverables

Inteserra knows the telecommunication industry and we have an entire department dedicated to
understanding the latest trends, regulations, and tax environments. Inteserra uses this expertise
to build and apply compliance plans, automation and management tools to make the most
efficient use of your company's limited resources.  Take a look at the deliverables you can expect:

Full Service Tax Compliance

  • State and Local Tax Return Preparation
  • Filing and Remittance of State and Local Tax Returns / Escrow Bank Account
  • Monthly Tax Ledger & Monthly Escrow Account Reconciliation
  • Exemption Certificate Preparation
  • Tax Permit Renewals
  • Customer Portal with Copies of all Filings
  • Designated Tax Compliance Expert

Full Service Regulatory Reporting

  • Secretary of State Compliance Reporting
  • Federal and State Regulatory Reporting (FCC and State PUCs) (Forms 499s, 477s)
  • Monthly Escrow Account Reconciliation
  • Customer Portal with Copies of all Filings
  • Designated Regulatory Compliance Expert
  • Property Tax Reporting (Telecom only)

Market Entry Services

  • Secretary of State Certificates
  • FCC Registrations & Applications
  • PUC Certifications
  • Tax Permitting
  • International Registrations
  • Registered Agent Services

Questions & Answers

Escrow Account