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You are facing a sales tax question with real money behind it, and a filing service cannot answer it. Do we have nexus here? Is our product even taxable? These are judgment calls, and the wrong one can be expensive.
You cannot eyeball it across states. The same SaaS subscription is taxable in Texas and taxable in New York, yet not taxable in California. Digital goods, professional services, marketplace-facilitated sales, and drop-shipping all have their own state-by-state answer. Sales tax consulting is where you get those answers before you act.
Consulting is about reaching a defensible position you can act on, not adding another monthly task.
Four questions software cannot answer for you. Each is a judgment call with money attached:
Which states you have an obligation in now, and which you are approaching. Physical presence, economic thresholds, and stored inventory all trigger it — often silently.
Whether your specific products or services are taxable in a given state, including the gray areas: software, digital goods, professional services, drop-shipped items, and marketplace-facilitated sales.
How much back tax and penalty a past gap actually represents, so you can size the decision. Registering when the exposure is $2,000 is a different call than when it's $200,000.
Chosen by what your history actually warrants. Voluntary disclosure, quiet registration, back-file amendments, or no action — each has real trade-offs. The wrong one keeps the past open.
We take your channels, products, sales by state, and filing history. The advice is only as good as the facts behind it — so this comes first, not a hedged answer based on assumptions.
We determine where you have nexus, whether your product is taxable there, and what your past exposure adds up to. Numbers, not vibes.
You get a clear call: register, disclose, amend, or leave it — with the reasoning and the tradeoffs. Not a hedge, not "talk to a lawyer." A CPA position you can act on.
A nexus tool flags that a threshold was crossed. Whether your product is taxable, what your exposure really is, and whether to disclose are judgment calls a tool cannot make.
Cost depends on the number of states and questions in play, how much history has to be reviewed to size up the exposure, and whether it is a one-time question or ongoing advice. We size it to the question — since a single-state taxability read is not a multi-state exposure study.
You do not need to have it figured out before you call. That is the point of the consult. If your position is already clean, that is a fast answer and you move on.
When businesses find old exposure, the common mistake is to quietly register and start filing — which can leave the back periods OPEN and unresolved. The state can still assess those years later, plus penalties for the unfiled periods.
A voluntary disclosure agreement (VDA), chosen BEFORE the state makes contact, closes those back periods on capped terms — typically limited lookback and reduced or waived penalties. That is exactly the kind of call consulting exists to make. Register quietly, and the past stays contestable by the state.
Sources: Texas Comptroller Publication 96-259; NY Tax Department Software Bulletin; CDTFA Publication 109
A good fit if you:
That last one is where the money is: registering quietly versus formally disclosing can decide whether years of back exposure stay open or get resolved. It is a judgment call worth getting right the first time. Already know you need to register in more states? See sales tax compliance services. Already have an audit notice? See sales tax audit.
Tell us the decision you are facing, and we will give you a clear position and the route to act on it.
If your position is already clean, that is a fast answer. And you move on.
