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Sales & Use Tax Compliance

Sales tax is the compliance work CPA firms most often turn away. It is high-volume, deadline-driven, and rarely profitable at staff rates. We handle it under your firm's name so you can say yes to the client without building a department.

Since Wayfair, most operating businesses with out-of-state customers have filing obligations in states where they have never set foot. Your clients are asking about it, and the firms that can answer keep the relationship. Our team prepares and files sales and use tax returns in every state and local jurisdiction, working from whatever data your client already produces.

You keep the client, review what you want to review, and bill it as your service. We provide the people, the process, and the monthly follow-through.

What we handle

Return preparation and filingMonthly, quarterly, and annual sales and use tax returns in all states and home-rule localities, including prepayments.
Any data formatPoint-of-sale exports, ERP reports, marketplace statements, or a spreadsheet. We map it once and reuse it every period.
Registrations and account setupNew state registrations, local licenses, and account changes when clients expand, relocate, or close locations.
Nexus monitoringEconomic nexus threshold tracking by state so new filing obligations are caught before the state finds them.
Exemption certificate managementCollection, validation, and organized retention of resale and exemption certificates to protect audit positions.
Notice and account resolutionResponses to state notices, penalty abatement requests, and reconciliation of account balances.
Voluntary disclosure supportPreparation of lookback schedules and returns for VDAs your firm negotiates, or that we help you scope.
Audit supportData pulls, transaction sampling, and workpaper preparation to support your firm during a state audit.

Filing calendar, confirmation numbers, and payment records are kept in a shared tracker your firm can see at any time. Nothing gets filed that you have not authorized.

Why firms use us for this

  • Per-return pricing you can mark up and quote to the client with confidence.
  • One dedicated preparer per client, so the person filing in month twelve knows the account as well as they did in month one.
  • Every return reviewed before filing. Your firm decides how much of the review it wants to keep in-house.
  • One US-based point of contact for questions, status, and review notes. Your firm never deals with the production team.

Discuss your firm's needs