Sales & Use Tax Consulting
Sales and use tax rules change fast—and states are enforcing them aggressively. We help you design a practical, defensible compliance strategy: where you must register, what’s taxable, how to configure your systems, and how to respond to notices or audits.
What we do:
- Nexus analysis (physical/economic/marketplace; home‑rule jurisdictions)
- Registration strategy and footprint optimization (where to register, when, and how)
- Product/service taxability reviews and written guidance
- System configuration: QBO/ERP/POS/ecommerce tax codes, rate mapping, exemptions
- Exemption and resale certificate programs (collection, storage, testing)
- Voluntary disclosure agreements (VDAs) and look‑back remediation
- Notice response, penalty/interest abatement requests
- Audit readiness and defense (data requests, sampling, reconciliations)
- Process design and controls (close checklist, reconciliations, calendar)
When you need consulting (beyond routine filings):
- You sell in multiple states or through marketplaces and aren’t sure where you must file
- You’re launching new products/services and need taxability answers
- You received a nexus questionnaire, notice, or audit letter
- You’re entering/leaving states, restructuring entities, or acquiring a company
- Your systems don’t match filed returns (recon breaks, rate errors, exemptions)
Our process:
- Discover: sales channels, systems, states, products/services
- Analyze: nexus, taxability, and risk; quantify exposure and options
- Recommend: step‑by‑step plan (registrations, VDAs, configuration)
- Implement: filings/registrations, system setup, cert program, training
- Defend/maintain: notices, audits, and periodic taxability/nexus checkups
Deliverables you'll receive:
- Written nexus and taxability memo with citations
- Registration/footprint plan and implementation checklist
- Configuration guide (tax codes, mapping, exemptions) for your systems
- VDA/audit document package and timeline
- Ongoing compliance calendar and reconciliation template
Who we serve:
- Ecommerce and marketplace sellers (Shopify, Amazon, Etsy, etc.)
- SaaS and service businesses with multi‑state customers
- Retail/wholesale and manufacturers with mixed footprints
- Nonprofits with occasional taxable events
Systems we work with:
QuickBooks Online, common POS/ecommerce platforms, and (optionally) Avalara/TaxJar data prep. Secure client portal for document exchange.
Need a defensible sales and use tax strategy—or help with a notice or audit? Contact us to get started or book a quick consult.
Why Choose Cloonan CPA?
- Personalized Attention for Every Client
You work directly with William Cloonan, CPA—no call centers, no junior staff. Every client gets tailored advice and responsive support. - Virtual CPA Services, Nationwide Reach
Efficient, secure, and convenient service for small businesses across the U.S.—no matter where you’re located. - Small Business Specialist
With 7+ years of experience serving entrepreneurs and small business owners, we understand your unique challenges and goals. - Trusted Experience
A proven track record of helping clients minimize taxes, stay compliant, and grow their businesses with confidence.
Ready to Get Started?
Schedule a free consult, reach out with questions, or access your secure client portal.
