Who we help
Retail & E-commerce
Selling online means being a taxpayer in places you have never visited. The first step is knowing where.
01What makes this different
Where the money and the risk actually sit
Every sector has a handful of things that are easy to get wrong and expensive to correct later. These are the ones we look at first.
Economic nexus
Most states now tax remote sellers above a threshold. Many sellers cross it without noticing.
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.
02What we do about it
How we help
Work that is done on a schedule, by people you can reach, with the filings made before the deadline rather than after the notice.
- 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
03Services
What this usually involves
The services this sector asks for most. Nothing starts without a fixed fee agreed first.
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Sales Tax & CDTFA Compliance
California layers district taxes on the state rate, treats marketplace sales differently, and audits sellers more actively than most states.
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Bookkeeping & Catch-Up
We rebuild the periods in order, reconcile them properly, and then move you onto a monthly rhythm so it never happens again.
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QuickBooks Setup, Clean-Up & Training
The default chart of accounts is designed to suit every business, which means it suits none of them.
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Business Tax Returns & Compliance
K-1s flow straight through to the owners without a hand-off — which removes the single most common source of filing errors in business.
Who we help
Other industries
Let’s find out what you should actually be paying.
Thirty minutes with an Enrolled Agent, at no charge. Bring last year’s return and we will tell you plainly what we would do differently — and what it would cost.