Sales Tax Preparation & Filing
States are prioritizing sales and use tax enforcement. We keep you compliant—so you avoid penalties and are prepared if a notice or audit arrives. From nexus and registrations to accurate filings and payments, we manage the process end‑to‑end.
What’s included:
- Nexus assessment and registration (state, local, home‑rule as needed)
- Product/service taxability review and tax code mapping
- Return preparation and e‑filing (monthly/quarterly/annual)
- Payment remittance and compliance calendar management
- Marketplace/ecommerce support (Shopify, Amazon, Etsy, etc.)
- Use‑tax accruals for untaxed purchases
- Exemption/resale certificate collection and management
- Notice resolution and audit readiness (documentation, schedules, liaison)
How it works:
- Discovery: sales channels, states, products/services, filing frequencies
- Setup: registrations, taxability rules, data sources, calendar
- First cycle: prepare, review, e‑file, and pay; provide confirmations
- Ongoing: reconciliations, filings, exception handling, and notice support
Deliverables you'll receive each period:
- Filed return PDFs and payment confirmations
- Liability summary by jurisdiction and period
- Exceptions/adjustments noted with next‑step guidance
Who we serve:
- Multi‑state sellers and ecommerce brands
- Service businesses with taxable services in select states
- Nonprofits with occasional taxable events
- Local entities that collect sales/use tax
Systems we work with:
- QuickBooks Online, common POS/ecommerce platforms
- Optional data prep/integration for Avalara or TaxJar
- Secure client portal for document exchange
When you may need consulting (separate from routine filings):
- Complex nexus studies or voluntary disclosure agreements (VDAs)
- Product/service taxability rulings or multi‑entity structuring
- Audit defense beyond standard notice resolution
Quick FAQs:
- Do I need to file in other states?
Possibly. Economic nexus thresholds can require out‑of‑state filings even without a physical presence. We’ll review and advise. - How do marketplace facilitators affect me?
Marketplaces often collect/ remit for marketplace sales, but you may still have obligations for direct sales and returns. - Can you handle use tax?
Yes— we set up use‑tax accruals for purchases where sales tax wasn’t collected.
Avoid penalties and late notices—let us manage your sales tax compliance. 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.
