Economic nexus
Most states now tax remote sellers above a threshold. Many sellers cross it without noticing.
Retail & E-commerce
Retail & E-commerce — tax and accounting that fits how you actually operate
Selling online means being a taxpayer in places you have never visited. The first step is knowing where.
What goes wrong
The five things that cost retail & e-commerce businesses money
Marketplace facilitator rules
Amazon or Etsy collecting the tax does not remove your filing obligation — it changes how you report.
Inventory & COGS
Inventory is an asset until it sells. Expensing purchases when paid overstates cost and misstates profit.
Platform reconciliation
Gross sales, fees, refunds, chargebacks and withheld tax all net into one deposit. They must be unpicked to be accurate.
Returns and shrinkage
Real return rates change margin materially and are rarely tracked properly.
What we do about it
How we work with you
- Multi-state nexus review with a clear registration recommendation
- Marketplace and direct sales separated and reported correctly
- Inventory and COGS accounting that produces a true gross margin
- Automated reconciliation of Shopify, Amazon, Stripe and PayPal deposits
- Sales tax returns prepared and filed in every registered jurisdiction
Services
What this usually involves
Sales Tax & CDTFA Compliance
California layers district taxes on top of the state rate, treats marketplace sales differently, and audits sellers more actively than most states. We keep the filings clean.
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Bookkeeping & Monthly Close
Reconciled every month, closed on a schedule, and delivered with a short note explaining what changed. Not a shoebox reconstructed in March.
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QuickBooks Setup, Clean-up & Training
A chart of accounts built around your business — not the default template — so the reports answer the questions you actually ask.
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Proactive Tax Planning & Strategy
Planning is the part of the work that actually moves the number. We model your year while there is still time to change it — and show you, in dollars, what each decision is worth.
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Let’s look at your retail & e-commerce numbers.
Bring last year’s return and a month of books. Thirty minutes, no charge, and a straight answer about what we would change.