Tax
Sales Tax Calculations & Filings
What's included
- Review of where your business has nexus and must collect tax
- State sales tax registration help
- Sales tax setup in your accounting software, point-of-sale system, or online store so rates are calculated automatically
- Monthly, quarterly, or annual return preparation and filing
- Reconciliation of tax collected against what's filed and paid
- Marketplace sales (Amazon, Etsy, Shopify) sorted from your direct sales
Why sales tax gets complicated
Each state, and often each county and city, sets its own rates, rules, and filing schedule. Since 2018, many states also require out-of-state sellers to collect tax once their sales into that state pass a set dollar amount or number of transactions. Missing a registration or a filing can mean penalties and interest, even on tax you never collected.
How we help
We look at where you sell and how much, tell you where you need to register, and set up your software or platform (QuickBooks Online, Shopify, Square, or whatever you use) to charge the right rate on each sale. Then we prepare and file your returns on each state's schedule and make sure the tax you collected matches what you paid. You pay each state directly from your own account; we tell you the amount and the due date.
Already behind? We can help you catch up on missed periods and put a plan in place.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.