Sales Tax Filing & Compliance
Collected, tracked and filed correctly, by someone who spent 28 years on the other side of the audit.
What’s Included
Sales tax compliance for small businesses in Texas and beyond, from a bookkeeper who spent 25 years with the California Board of Equalization and 3 years with the Texas Comptroller. We currently file sales tax in more than 15 states, and we know what auditors look for, because we were the ones looking.
Taxable and non-taxable sales reconciled between your POS, QuickBooks and your returns, including Square, Toast, Clover and R365 tied out by location.
Tracking & Reconciliation
Returns prepared from reconciled numbers and filed on time, every period, in Texas and every other state where you collect. We currently file in more than 15 states, and you get a copy of every return.
Monthly or Quarterly Filings
Help responding to Comptroller notices, correcting past periods, and preparing for a sales tax audit so it goes smoothly.
Notices & Audit Support
Who It’s For
Retail and liquor stores, restaurants and bars, contractors with taxable services, and any business collecting sales tax that wants it done right, whether you file in Texas only or in a dozen states. Also a good fit if you’ve received a notice or suspect past returns weren’t filed correctly.
Texas & Multi-State Filers
Schedule a call: tell us what you sell, where, and how you’re filing today.
Get a plan: filing frequency, what we need from your POS, and a flat rate.
Hand it off: returns are prepared from reconciled numbers and filed on schedule. You get a copy every time.
How It Works
Do you prepare income tax returns? No. We handle sales tax and bookkeeping and work alongside your CPA for income tax.
What if I’m behind on sales tax filings? We’ll reconcile the missed periods, file them, and help you address any penalties with the Comptroller.
Can you fix sales tax that’s wrong in QuickBooks? Yes. Correcting sales tax setup and historical entries is a common part of a cleanup.
Do you file sales tax outside Texas? Yes. We currently file sales tax returns in more than 15 states, so multi-state and online sellers can have every return handled in one place.