All-inclusive flat-fee plans anchored by number of states with active nexus · No per-return fees · Offshore-delivered · Human-managed
We continuously monitor your sales data against each state's economic nexus threshold (revenue & transaction count). Alert sent when you approach or cross a new threshold.
Tracking employees, contractors, inventory, warehouses, or other physical presence factors that create nexus in new states.
Monitoring sales through Amazon, Etsy, eBay, Walmart Marketplace where the platform collects tax on your behalf — ensuring correct reporting and exclusions.
When you cross a threshold in a new state, we notify you immediately with a clear action plan: register, file by X date, rates/exemptions to know.
Comprehensive annual review of all 50 states against your sales data — identifying any new nexus created during the year and any closed nexus.
Historical analysis of when nexus was first created in each state — determining the lookback period for potential back-tax liability.
Review of your product/service categories against each nexus state's taxability rules — identifying exempt items, reduced rates, or zero-rated categories.
We register your business with the sales tax authority in every state where you have nexus — obtaining your Sales Tax Permit / Seller's Permit for each.
Registration under the SST Agreement — providing free filing in 24 SST member states and simplified compliance across the SST network.
When you cross a threshold in a new state during our engagement, we handle the registration — included at no extra charge.
Some states require annual permit renewal. We track all renewal dates and file renewals before expiration.
Every permit received is stored in your secure portal — organized by state, with expiration dates tracked.
For states with home-rule cities that require separate local registration (Colorado is the most complex), we handle city/county registration as well.
If you have multiple business entities that need separate registrations, each entity is registered independently.
We prepare every return due in every state you're registered in — whether it's monthly, quarterly, or annual frequency. One flat fee covers all frequencies.
Every completed return is e-filed directly with the state revenue authority. We handle all state-specific portal logins, submission formats, and confirmations.
If your business owes use tax on out-of-state purchases, we calculate, prepare, and file the use tax return — often missed by businesses and a common audit trigger.
If a prior return needs correction due to new information or an error, we prepare and file the amended return at no extra charge.
If you have no taxable sales in a state during a period, many states still require a zero return. We file all zero returns — no gaps, no late penalties.
Reconciling marketplace-collected tax (Amazon, Etsy, eBay) against your returns — ensuring you don't double-pay or under-report.
Every filed return and state confirmation is saved to your portal — organized by state and period for instant audit access.
A master calendar of every filing deadline for every state you're registered in — updated automatically when filing frequencies change.
States like Colorado require separate local returns. We handle all home-rule jurisdiction returns, not just state-level returns.
We remit payment to each state authority on your behalf — using ACH, EFT, or state payment portals as required.
Setting up and maintaining all payment methods required by each state — some states only accept EFT above certain thresholds.
Every payment made is confirmed and receipted — all confirmations stored in your portal, organized by state and period.
If a prior period return was over or under remitted, we calculate the adjustment and handle the correction on the next return.
High-volume states (California, New York, Texas) require accelerated prepayments above certain thresholds. We calculate and file these on the correct schedule.
For your B2B customers who provide resale or exemption certificates, we track which customers owe you a certificate and send collection requests.
We verify that each certificate is valid for the state where the sale occurred — correct form, correct exemption type, complete information.
We track all certificate expiration dates and send renewal requests to customers before they expire — keeping you covered in every audit.
Every certificate is stored securely in your portal — organized by customer, by state — accessible instantly in an audit.
For purchases you make, we ensure you have valid certificates on file for exempt purchases and correctly self-accrue use tax on taxable ones.
When you receive a letter from any state revenue department, we review it, identify the issue, and explain in plain English what it means and what action is required.
We prepare the complete written response — cover letter, supporting schedules, and backup documentation — ready for you to sign and send.
If a state issues a delinquency notice (missed return or late filing), we respond with evidence of timely filing or arrange catch-up filing.
When a state assesses additional tax due, we analyze the assessment, identify errors, and prepare the response — agreeing, disputing, or partially disputing.
If you are assessed penalties or interest for late filing or payment, we draft the abatement request citing first-time abatement, reasonable cause, or other grounds.
When a state notifies you of an upcoming audit, we acknowledge, request scheduling, and begin organizing your audit documentation file.
A live dashboard showing all your filing states, next due dates, current period status (not started / in progress / filed), and payment status.
A monthly report summarizing all returns filed, amounts remitted, any notices received, and any actions taken during the month.
An end-of-year summary of all returns filed, total tax remitted by state, any notices, any audits, and your filing history — for your records and your CPA.
A detailed breakdown of tax collected, tax remitted, and any variances — by state, by period — for management review.
A formal written report of all states where you have nexus, the basis (economic/physical), when nexus was created, and any exposure for prior periods.
A complete, exportable history of every return filed, every payment made, every notice received — formatted for audit production.
When any state, county, or city where you file changes its sales tax rate, we alert you and update your rate tables — no missed rate changes.
A second senior reviewer reviews every return before it is filed — catching errors, rate issues, or missing transactions before they reach the state.
A trained backup who knows your account ensures zero service gap if your primary manager is unavailable.
Enterprise clients receive a dedicated SALT (State and Local Tax) specialist — a senior professional with deep multi-state expertise.
Call your compliance manager anytime — state-specific questions, audit prep, new nexus questions — no charge per call, no hourly billing.
Email any question to your compliance team and receive a response within 24 business hours — year-round.
All your returns, confirmations, certificates, notices, and reports are in one secure portal — accessible anytime from any device.
When you want to expand into a new state, we consult on taxability, registration requirements, and initial compliance obligations — no extra charge.
A scheduled annual call to review your entire SUT compliance picture, discuss any changes in your business, and plan for the year ahead.
We prepare a clean, organized SUT summary package for your CPA each year-end — tax paid by state, filing history, any audit activity.
Cancel any time with 30 days notice — no annual lock-in, no exit fees, no penalty.
Pay 10 months, get 12 — approximately 17% savings on any plan
All compliance work performed by our offshore team of qualified tax professionals — same quality, 30–60% lower cost than US-based competitors.
Enterprise-grade encrypted data handling; NDAs with all team members; secure state portal credential management.
If you leave, we provide a complete export of your filing history, certificates, permits, and notices — you own your data.
One-time onboarding services billed at engagement start · Add-ons available to any plan at any time · Advisory services priced separately
Reviewing your sales history against all 50 state thresholds; identifying all states with nexus; calculating approximate back-tax exposure; delivering written nexus report.
Registering your business with the state sales tax authority; obtaining Sales Tax Permit; setting up payment method; included for all nexus states at engagement start.
One-time registration under the SST Agreement — covers free filing in 24 SST member states; significant compliance simplification.
Setting up your client portal, uploading prior filing history (if any), loading all state credentials, setting up deadline calendar — all included in first month's fee.
Reviewing prior filed returns for accuracy; identifying overpayments or underpayments; recommending amendments where beneficial.
Reviewing your product/service catalog against each state's taxability rules; preparing a taxability matrix for your states; identifying exempt items and reduced rates.
A dedicated 60-minute call with your compliance manager to review nexus findings, discuss filing calendar, review product taxability, and answer all initial questions.
Preparing VDA application for each state; negotiating lookback period (typically 3 years vs unlimited); obtaining written agreement before any payment; liaising with state revenue departments.
Gathering all requested audit documentation; preparing schedules, transaction listings, exemption certificate files; organizing audit binders; drafting responses to auditor requests. NOT audit representation.
Full audit representation requires a separate engagement with a licensed CPA or SALT attorney. We facilitate the connection and provide all documentation support.
Analyzing prior returns for overpaid tax; filing refund claims with each state; tracking refund status; no upfront fee — contingency only on amounts actually recovered.
Identifying use tax obligations across all states; calculating accrued use tax; setting up ongoing use tax reporting and self-accrual process.
50-state nexus review, filing compliance check, certificate management review, exposure quantification, written report with recommendations.
Ad hoc consulting by senior SALT specialist for questions or projects outside normal managed service scope.
Registering in the new state, setting up filing frequency, adding to compliance calendar, adding to dashboard.
Auditing existing certificate file; identifying missing/expired certs; sending mass renewal requests; organizing all valid certs into portal.
1-hour video training session for your team: what sales tax is, what triggers nexus, how to handle exemptions, what to do when a customer asks for a refund of tax charged.
Multi-state compliance shouldn't slow your firm down. We handle the filings, registrations, and nexus management — so you can offer sales tax services to every client without adding a single person to your team.
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