Services

Everything you need to stay sales-tax compliant.

We cover the full lifecycle — from your first state registration to ongoing monitoring and audit defense. Pick the services you need, or let us run the whole stack.

01

Sales Tax Registrations

Get registered properly the first time, in every state where you owe.

  • Multi-state registration packages
  • Entity, EIN, and resale certificate setup
  • Marketplace facilitator alignment
  • Voluntary disclosure agreements where appropriate
02

Sales Tax Filings

Monthly, quarterly, and annual returns prepared and filed on schedule.

  • Multi-jurisdiction return preparation
  • Direct filing with state portals
  • Payment scheduling and confirmation
  • Filing calendar and deadline tracking
03

Audits & Notice Resolution

When a state comes calling, we respond. Audit support and notice cleanup.

  • State notice triage and response
  • Audit representation and document prep
  • Penalty and interest abatement requests
  • Historical exposure analysis
04

Sales Tax & Account Reconciliations

Reconcile what your platforms collected against what's actually owed.

  • Shopify, Amazon, Stripe, and ERP reconciliations
  • GL-to-return tie-out
  • Variance investigation and remediation
  • Month-end close support
05

Ongoing Nexus Monitoring

Continuous tracking of physical and economic nexus across all 50 states.

  • Real-time threshold tracking by state
  • Quarterly nexus footprint reviews
  • Alerts before thresholds are crossed
  • Registration recommendations as you grow
06

Transcript Monitoring

We watch your state accounts so balances, payments, and obligations stay visible.

  • State account transcript pulls
  • Payment posting verification
  • Obligation and balance dashboards
  • Early warning for discrepancies

Not sure which services you need?

Start with a free consultation. We'll review your footprint and recommend the right scope.

Talk to us