Talk to Our Tax Advisor for Free Consultation.
From nexus analysis to ongoing filings, we take sales tax off your plate so your firm can focus on higher-value work.
| Economic nexus monitoring | We track your sales against every state's threshold. Alert sent when you're close to or cross a new state. | ✓ | ✓ | ✓ |
| Physical nexus monitoring | Employees, contractors, inventory, warehouses — any presence that creates nexus tracked across all states. | ✓ | ✓ | ✓ |
| Marketplace facilitator tracking | Sales through Amazon, Etsy, eBay — where the platform collects tax on your behalf — tracked and excluded correctly. | ✓ | ✓ | ✓ |
| New nexus alert & action plan | When you cross a threshold, you get a notification and a clear action plan — register by this date, these rates apply. | ✓ | ✓ | ✓ |
| Annual nexus review | Full 50-state review each year against your sales data. New nexus identified, closed nexus confirmed. | ✓ | ✓ | ✓ |
| Product taxability review | Your products checked against each state's rules — exempt items, reduced rates, and zero-rated categories identified. | ✓ | ✓ | ✓ |
| Retroactive nexus analysis | Historical review of when nexus was first created in each state — determines lookback period for prior exposure. | ✓ | ✓ | ✓ |
| Initial registration — all nexus states | We register you with every state where you have nexus at engagement start. Sales tax permit obtained for each. | ✓ | ✓ | ✓ |
| Streamlined Sales Tax (SST) registration | One-time SST registration covering free filing in 24 member states — significant compliance simplification. | ✓ | ✓ | ✓ |
| New state registration during engagement | When you cross a threshold in a new state, we register you. No extra charge. | ✓ | ✓ | ✓— |
| Permit renewal & maintenance | Annual renewal deadlines tracked and filed before expiration. Every permit stored in your portal. | ✓ | ✓ | ✓ |
| Home rule jurisdiction registration | Colorado, Louisiana, Alabama require separate local registration. We handle city and county registrations too. | — | ✓ | ✓ |
| Multi-entity registration | Multiple business entities each registered separately across all required states. | — | — | ✓ |
| All returns — all states in your plan | Every return due in every state — monthly, quarterly, or annual. One flat fee covers all frequencies. | ✓ | ✓ | ✓ |
| Electronic filing with each state | Every return e-filed directly with the state revenue authority. State portal logins, submissions, and confirmations handled. | ✓ | ✓ | ✓ |
| Use tax returns | Use tax on out-of-state purchases calculated, prepared, and filed. Commonly missed — common audit trigger. | ✓ | ✓ | ✓ |
| Amended returns | If a prior return needs correcting, we prepare and file the amendment. No extra charge. | ✓ | ✓ | ✓ |
| Zero-dollar returns | Many states require a return even when there's no taxable activity. We file all zero returns so you don't get a late notice. | ✓ | ✓ | ✓ |
| Marketplace facilitator reconciliation | Amazon, Etsy, eBay tax reconciled against your returns — no double-payment, no under-reporting. | ✓ | ✓ | ✓ |
| Filing deadline calendar | A master calendar of every deadline for every state you're registered in. Updated automatically. | ✓ | ✓ | ✓ |
| Local / city / county return filing | States like Colorado require separate local returns. We handle all home-rule jurisdiction filings. | — | ✓ | ✓ |
| Tax payment remittance | We remit payment to each state on your behalf via ACH, EFT, or state portal — whichever the state requires. | ✓ | ✓ | ✓ |
| Payment method setup | ACH and EFT accounts set up and maintained for all required states. | ✓ | ✓ | ✓ |
| Payment confirmations | Every payment confirmed and receipted. Stored by state and period in your portal. | ✓ | ✓ | ✓ |
| Over / under payment corrections | Prior period discrepancies calculated and corrected on the next return. | ✓ | ✓ | ✓ |
| Accelerated prepayment compliance | High-volume states (CA, NY, TX) require prepayments above certain thresholds. We calculate and file on schedule. | ✓ | ✓ | ✓ |
| Customer certificate collection | We track which B2B customers owe you a resale or exemption certificate and send collection requests. | — | ✓ | ✓ |
| Certificate validation by state | Each certificate verified as valid for the state — correct form, correct exemption type, complete information. | — | ✓ | ✓ |
| Expiration tracking & renewals | We track all expiration dates and send renewal requests before they expire. You're covered in every audit. | — | ✓ | ✓ |
| Secure certificate storage | Every certificate stored by customer and state in your portal — accessible instantly if audited. | — | ✓ | ✓ |
| Vendor certificate compliance | Exempt purchases verified. Use tax self-accrued correctly on taxable ones. | — | ✓ | ✓ |
| Notice review & explanation | Any state letter reviewed. We explain what it means and what action is needed — in plain English. | ✓ | ✓ | ✓ |
| Response drafting | Full written response prepared — cover letter, supporting schedules, backup documentation — ready for you to sign. | ✓ | ✓ | ✓ |
| Delinquency notice response | Missed return or late filing notice responded to with evidence of timely filing or catch-up filing arranged. | ✓ | ✓ | ✓ |
| Assessment notice response | State-assessed additional tax analyzed. We agree, dispute, or partially dispute with a documented response. | ✓ | ✓ | ✓ |
| Penalty & interest abatement | If you're assessed penalties, we draft the abatement request — first-time abatement, reasonable cause, or other grounds. | ✓ | ✓ | ✓ |
| Audit initiation response | When a state notifies you of an audit, we acknowledge, request scheduling, and begin organizing your documentation file. | — | ✓ | ✓ |
| Real-time compliance dashboard | Live view of all states, next due dates, current status (not started / in progress / filed), and payment status. | ✓ | ✓ | ✓ |
| Monthly compliance summary | All returns filed, amounts remitted, notices received, and actions taken — summarized each month. | ✓ | ✓ | ✓ |
| Annual compliance summary | Full-year report of every return filed, tax remitted by state, notices, and audit activity — for your CPA. | ✓ | ✓ | ✓ |
| State-by-state liability report | Tax collected vs tax remitted vs variances — by state and period. | — | ✓ | ✓ |
| Nexus exposure report | Formal written report of all nexus states, basis, when created, and any prior period exposure. | — | ✓ | ✓ |
| Filing history & audit trail | Complete exportable history of every return filed, every payment made, every notice — formatted for audit. | — | ✓ | ✓ |
| Tax rate change alerts | When any state, county, or city changes its rate, we alert you and update your tables. | — | ✓ | ✓ |
| Dedicated compliance manager | Your named compliance manager owns your account — same person every month. Not a shared queue. | ✓ | ✓ | ✓ |
| Senior reviewer sign-off | A second senior reviewer checks every return before it's filed. Errors caught before they reach the state. | ✓ | ✓ | ✓ |
| Backup compliance manager | Trained backup assigned. Zero service gap if your primary manager is unavailable. | ✓ | ✓ | ✓ |
| Dedicated SALT specialist | A senior State and Local Tax specialist with deep multi-state expertise — for complex compliance portfolios. | ✓ | ✓ | ✓ |
| Unlimited phone / Zoom | Call your compliance manager any time — state questions, audit prep, new nexus. No per-call charge. | ✓ | ✓ | ✓ |
| Unlimited email support | Email any question. Response within 24 business hours. Year-round. | ✓ | ✓ | ✓ |
| Secure client portal | All returns, certificates, permits, and notices in one portal — accessible any time from any device. | ✓ | ✓ | ✓ |
| New state expansion consultation | Expanding into a new state? We advise on taxability, registration, and initial filing — no extra charge. | ✓ | ✓ | ✓ |
| Annual compliance health check | Scheduled annual call to review your full SUT picture, changes in your business, and plans for the year ahead. | ✓ | ✓ | ✓ |
| CPA coordination package | Year-end SUT summary — tax paid by state, filing history, any audit activity — organized for your CPA. | ✓ | ✓ | ✓ |
| No contract | Month-to-month. Cancel any time with 30 days notice. No exit fees. | ✓ | ✓ | ✓ |
| Annual plan — save 17% | Pay 10 months, get 12. Same service, same team. | ✓ | ✓ | ✓ |
| SOC-compliant security | Encrypted portal, NDAs with all team members, secure state portal credential management. | ✓ | ✓ | ✓ |
| Data portability | If you leave, you get a full export — filing history, certificates, permits, and notices. Your data is yours. | ✓ | ✓ | ✓ |
| Add-On Service | Price | Who Needs This |
|---|---|---|
| VDA — Voluntary Disclosure Agreement | $2,499 / state | Businesses with years of unfiled returns. Lookback typically reduced to 3 years. Written agreement before any payment. |
| State Audit Support — Documentation Package | $750–$1,500 / state | Any client facing a state audit. We gather docs, prepare schedules, organize binders. Not audit representation. |
| Audit Representation / Defense | From $2,500 | CPA or SALT attorney required. We facilitate the connection and provide all documentation support. |
| Reverse Audit — Refund Recovery | 20% of Recovery | Businesses that may have overpaid. Prior returns analyzed, refund claims filed. No upfront fee — contingency only. |
| Multi-State Use Tax Setup | $299 One-Time | Use tax obligations identified, accrued, and set up for ongoing reporting. |
| Annual SUT Health Check (standalone) | $499 | 50-state nexus review, compliance check, certificate audit, written report — for businesses not on a plan. |
| Exemption Certificate Clean-Up | $199 One-Time | Legacy certs audited. Missing and expired certs identified. Renewal requests sent. All certs organized in portal. |
| New State Registration (during engagement) | $79 / state | When you cross a threshold mid-engagement and need to register in a new state. |
| Sales Tax Training — Your Team | $149 / Session | 1-hour video session for your team: what's taxable, how to handle exemptions, what to do with customer queries. |
| Sales Tax Consulting — Ad Hoc | $75 / Hour | Complex questions, M&A due diligence, new business model analysis, specific state ruling requests. |
We run your free nexus review. You find out exactly which states you have obligations in and what needs to happen.
We handle all state registrations, set up your filing calendar, and connect your sales data. From this point we own every return.
Returns prepared, filed, and remitted on schedule. Every filing confirmed in your dashboard. Notices handled if they arrive.
By the number of states where you have active nexus and need to file. One flat monthly fee covers every return, every frequency, in all your states within that band.
Any state where you have economic or physical nexus and are required to file a sales tax return. We confirm your exact state count on your free nexus review call.
No. Your flat monthly fee covers every return in every state — whether you file monthly, quarterly, or annually. No per-return charges, ever.
When you cross into a new band, your plan upgrades. We register you in the new state (registration fee applies). We'll flag this before you cross any threshold.
If your business has years of unfiled returns and back-tax exposure, a VDA lets you come forward voluntarily in exchange for reduced or eliminated penalties. It's a separate add-on — $2,499 per state.
No. Notice response and documentation support are included in all plans. Formal audit representation — attending the audit, negotiating with the state — requires a separate engagement.
A nexus analysis reviews your sales history against all 50 states to confirm exactly where you have obligations. If you're not sure which states you need to file in, start here. It's a one-time $499 project.
Most clients are fully registered and filing within 2–3 weeks of signup. State processing times vary — we'll give you a specific timeline during onboarding.
