A plain white desk with glasses, pen and post-it notes, a calculator and a bulletin board spelling out taxes.

Image via Unsplash+ | Licensed for professional use.

State Sales Tax Education + Setup

For makers who want to understand their obligations and manage filings themselves.

Sales tax rules can vary by state, sales channel, and product type. This service is designed for artists and creative business owners who want clarity and a practical system so they can stay compliant with confidence.

What I provide

  • Education on Physical vs. Economic Nexus (when and where sales tax is required)

  • Guidance on taxable vs. non-taxable sales for creative businesses

  • Overview of Marketplace Facilitator rules and platform-collected tax

  • Assistance with state registration and account setup (as applicable)

  • Walkthrough of filing frequency, deadlines, and recordkeeping requirements

  • Answers to questions specific to how and where you sell

Important note This service does not include the preparation or submission of sales tax returns. It is designed to equip you with the knowledge and systems needed to handle your own filings independently.

Best fit if: You want to understand the "why" and "how" of sales tax, set things up correctly, and handle future filings on your own.

Typical time commitment Approximately 1–2.5 hours

Billing structure Services are billed at $160 per hour, with a 1-hour minimum and 10-minute increments thereafter. An initial one-hour retainer is required to secure your place on my schedule and is applied to your first invoice.

Contact me

Interested in working together? Please email me at katie@katiecpa.com with a summary of which platforms you currently use (e.g., Shopify, Etsy, Square) and any states where you are currently registered. This allows me to prepare the most relevant education for our session.