For makers who prefer to outsource sales tax compliance to ensure returns are prepared accurately and submitted on time.

Sales tax preparation relies on clear, timely sales records. This service focuses on preparing returns based on the information you provide and managing the filing process according to specific state requirements.

What I provide

• Review of your sales records for the applicable filing period

• Preparation of state sales tax returns based on provided data

• Submission of sales tax returns through the appropriate state portal

• Documentation of filing confirmation for your records

Important notes

• Sales tax preparation relies on organized, timely sales records. If records are not sufficient to support accurate filing, additional cleanup or bookkeeping services may be required at the hourly rate.

• Payment authorization and submission requirements vary by state.

• Some state tax portals, including North Carolina’s, require limited client participation for account access or payment entry. Any required client input will be clearly communicated in advance.

• Additional states, platforms, or complex sales activity may require an expanded scope.

Best fit if:

You want sales tax handled for you and prefer not to manage state portals, filings, or deadlines yourself.

Typical time commitment

Approximately 1 hour per filing period

This includes data verification, preparation of the return, and submission via the state portal. High transaction volume, multi-state filings, or complex marketplace reports may require additional time.

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.

In accordance with professional standards, original client-provided records will be returned upon request. However, final sales tax returns will be submitted to the state only upon receipt of the final balance due for the filing period.

Your Path to Independence

My goal is to help you manage your business with confidence. If you prefer to handle these filings yourself but aren't sure how to start, I recommend my Sales Tax Education + Setup service. In one session, I can teach you exactly how to navigate the portals and file accurately so you can take this task off your professional expense list.