“Don has been handling my bookkeeping for the past 4 years, and I couldn’t be happier with his work. He’s extremely knowledgeable, reliable, and always keeps everything organized and up to date. His attention to detail…”
Sales Tax Tracking & Filing
Sales tax collected, tracked and filed on time in every state where you are required to file.
Sales tax trips up more small businesses than almost anything else. The rates change, the filing frequency changes as you grow, and the state does not send reminders. Miss a filing and the penalties and interest start immediately.
We track what you collect, reconcile it to your sales records, prepare the returns, and file them on your schedule, monthly, quarterly or annually. If you sell into multiple states we help determine where you are required to collect and keep each registration current.
If you are behind on sales tax filings or have received a notice, we work through the back periods and get you back in compliance.
What is included
- Sales tax tracking and reconciliation to sales records
- Monthly, quarterly and annual sales tax returns
- Filings in any state, including multi-state sellers
- Multi-state registration and filing where required
- Catch-up on missed filings and state notices
- Sales tax configured correctly in your invoicing system
Available nationwide
Sales Tax Tracking & Filing is handled remotely through secure, read-only connections to your bank feeds and accounting software, so it works the same whether you are in Cherry Hill or California. Clients in South Jersey and Philadelphia can also meet in person.
Sales Tax Tracking & Filing questions
Which states do you file in?
Any state where your business is required to collect, including multi-state and marketplace sellers.
I got a notice from the state. Can you help?
Yes. Send us the notice and we will explain what it means and handle the response and any back filings.
Do I need to collect sales tax on services?
It depends on the state and the service. We review what you sell and tell you exactly what is taxable.
How it starts
- Quick discovery call
Fifteen minutes on what your business does, what software you use, and where the books stand today.
- Secure connection
We connect to your bank feeds and accounting software with read-only access. No paper shuffling.
- Catch-up if needed
If the books are behind, we bring them current and reconciled before anything else.
- Monthly rhythm
Each month you get reconciled books, clear reports, and a short note on what changed.
“Donovan has filed our taxes the past 2 years and has always done a great job. He has strong attention to detail and is extremely personable. I would recommend him to anybody seeking assistance in finances”
“The feedback, advisory, and guidance was not only needed but a blessing. He makes things that seem impossible plain. He’s passionate about what he does, and he walks with you in the process. Very much recommend for…”
Related
Often paired with sales tax
Financial Reporting & Cash Flow
Monthly and quarterly reports that show where the money is going, with budget tracking and cash flow visibility you can act on.
Learn more →Tax Preparation & Filing
Year-end organization and tax return preparation for small businesses and their owners, built on books that already reconcile.
Learn more →Business Consulting & Advisory
Straight answers on pricing, cash flow, hiring, growth and what the numbers are telling you, from someone who already knows your books.
Learn more →Ready to hand off sales tax?
A fifteen-minute call tells you what it would take. Free, no obligation.
