Sales tax, set up right from your first sale
Know where you owe sales tax, what's taxable, and how to collect it correctly, before it's a problem.

Customized Solutions
Financial software setup for your business
Who needs a Nexus Study?
Before your first sale is the cheapest time to get sales tax right. We set it up correctly from day one so it just works, no amended returns, no chasing refunds later.
Shopify, Amazon, Etsy, WooCommerce. You ship everywhere, facilitators collect on some sales but not others, and no one's told you where that actually leaves you.
Think sales tax is just for product sellers? Plenty of services, and a lot of construction and contractor work, are taxable too, and the labor-vs-materials rules vary by state.
Nexus research options tailored to your business

Who's it for?
- New & growing businesses selling into 1 to 5 states
- Hands-on owners who'll do their own store/POS setup
- Confident DIYers who don't need review or ongoing support
What's included
- Physical-presence & economic-nexus analysis (state by state)
- Marketplace-facilitator review
- Product, service & shipping taxability research
- Exemption eligibility & certificate guidance
- Use-tax review
- Product classification "answer key" (you apply the categories)
- Written Research Report + registration roadmap
Starting at $779

Who's it for?
- Most first-timers doing their own setup
- Owners who want a second set of eyes before it goes live
- DIYers who want a second set of eyes + a month of support
What's included
Everything in Essentials and:
- Catalog Classification Audit (we review how you set up your store/POS categories and flag misclassifications)
- Recorded video walkthrough of your findings
- 30-day email Q&A on the delivered report
Starting at $1,229

Who's it for?
- Owners who want the whole setup off their plate
- Sellers with a lot of products or services to categorize (up to 50 items)
- Anyone who wants a live walkthrough and priority as they go live
What's included
Everything in Plus and:
- Done-for-you product category setup (we set the correct tax category per item, up to 50 SKUs)
- One 30-minute follow-up call
- Priority TaxCloud-setup scoping
Starting at $1,779

Who's it for?
- Owners who want expert eyes before committing to a full study
- Anyone with a few specific questions about their situation
- DIYers who just need pointing in the right direction
What's included
- 1 live, one-on-one hour with a sales tax specialist
- Plain-English answers on where you likely stand: nexus + taxability
- What to prioritize, and what to watch out for
- Guidance only — no written report
$200/hour
Sales Tax figured out for you
Whether you're just launching or already selling across state lines, here's how we find where you owe, what's taxable, and get you set up to collect it correctly.
Three steps, no forms to wade through

A live working session where we gather your facts, your channels, states, products, inventory, and staff. You talk, we take it from there. No spreadsheets to fill out first.

A written, state-by-state findings document: nexus, taxability, exemptions, use tax, and a prioritized registration and next-steps roadmap you can actually act on.

Your store/POS product categories and TaxCloud configured so the right tax is charged automatically going forward. Done-for-you on the Premier tier.
Frequently Asked Questions
Nexus is the connection between your business and a state that triggers an obligation to collect and remit its sales tax. It's created in four main ways: physical presence (office, employees, inventory), economic activity (crossing a state's sales threshold, often around $100,000 a year), affiliate relationships, and click-through referrals, and every state sets its own rules.
A nexus study answers the question across all four, state by state, so you're not guessing.
Your platform can calculate a rate, but it doesn't tell you where you're legally required to register, whether your specific products are taxable in each state, or which exemptions apply.
Turn collection on in the wrong states and you create liability; leave it off where you owe and you create exposure. The study is the part the software can't do for you.
Often for sales on their platform, yes, but it depends on the state, and those sales can still count toward your economic-nexus thresholds for your other channels (your own website, wholesale, etc.).
Our Marketplace-Facilitator Review sorts out who collects what, and whether those sales still put you over a threshold elsewhere.
It's the ideal time. Setting sales tax up correctly before your first sale is the cheapest, cleanest way to do it, it just works from day one, with no amended returns or refund-chasing later.
One thing that trips up even brand-new sellers: don't start collecting in a state before you're registered there. We make sure the order of operations is right.
Often, yes. Sales tax isn't just for product sellers. Depending on the state and exactly what you do, plenty of services are taxable, and construction and contractor work has its own rules around labor versus materials and real vs. tangible property.
Taxability research answers it for your specific work, so you're not assuming it "doesn't apply" and finding out otherwise.








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