Who this is for
Shops, restaurants, online sellers and service businesses that collect sales tax and want the amounts to be right in the books. It fits owners who sell through Shopify, Square, Stripe or marketplaces and are not sure the tax collected matches the tax owed.
What we do
We set up the tax accounts and rates in your accounting software, track the tax collected on your sales, and reconcile the sales tax payable balance each period against the returns you filed and the payments you made. For each filing period we prepare a worksheet showing taxable sales, exempt sales and tax collected, for you or your preparer to use when filing.
If your sales by state suggest you might owe tax somewhere new, we point it out. Whether you have to register is a tax question that depends on each state's rules, so we send you to a tax professional or the state for that answer.
Who files the return
Unless we agree otherwise in writing, you or your tax preparer files the return and makes the payment. We do the bookkeeping and the worksheet so that filing takes minutes and ties to the books.
How it is priced
A fixed monthly or quarterly price quoted in writing before we start. It can be added to monthly bookkeeping.
What we do not do
We do not give tax or legal advice or tell you whether a product is taxable. We are not a replacement for a tax professional on registration, exemptions or audits. If the books show missed filings, we flag them and send you to a licensed professional.
Common questions
Can you register me to collect sales tax?
Registration is done with the state, and whether you need it is a tax question. We can help you gather what the state asks for after you have decided.
My collected tax does not match what I filed. Can you fix it?
Yes. We reconcile the payable account and show where the difference comes from. If filings were missed or wrong, a tax professional should advise on correcting them.
Do you handle marketplaces like Etsy or Amazon?
We record what the marketplace collects and remits, so those sales do not double count in your tax payable.
Do I need monthly bookkeeping first?
The worksheet depends on current, reconciled books. If yours are behind, start with catch-up and cleanup.