Multi-state sales tax, handled as a recurring compliance function.
Economic nexus rules mean most growing businesses have a sales tax filing obligation in more states than they realize. We identify it, register the business correctly, and run the filings on a recurring cycle so it stops being a surprise.
Nexus studies
Economic nexus (revenue/transaction threshold) and physical presence nexus review across all states where the business has customers, inventory, employees, or contractors. The study maps current exposure state by state, flags where thresholds have already been crossed, and quantifies historical exposure where registration has been delayed.
Registration
State and local sales tax permit registration, including marketplace facilitator considerations for businesses selling through platforms like Amazon or Shopify, where the platform may already be collecting tax on the seller's behalf in some states. Registration is sequenced to match filing frequency setup and avoid gaps in collection obligations.
Recurring return filing
Monthly, quarterly, or annual sales and use tax return preparation and filing, reconciled against the general ledger as part of our accounting advisory relationship. Filings are tracked against a master compliance calendar across every registered jurisdiction, so due dates in lower-volume states don't get missed between larger filings.
Ongoing monitoring & exposure review
Periodic re-review of nexus footprint as revenue grows or the business enters new states, and voluntary disclosure agreement (VDA) support where historical exposure is identified in a state before registration — typically the lower-cost path to resolving back-period liability compared to waiting for a state audit.