Sales and Use Tax Services

We assist businesses with their sales and use tax obligations to help ensure filings are accurate and submitted on time.

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For businesses that collect sales tax, we prepare and file returns based on their required filing frequency (monthly, quarterly, or annually). We also review transactions to make sure sales tax and use tax are reported correctly.

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Our services include:

• Preparing and filing sales and use tax returns

• Calculating sales tax based on recorded transactions

• Reporting use tax when applicable

• Monitoring filing deadlines

• Assisting with account setup and registration with the California Department of Tax and Fee Administration (CDTFA)

 

We also help new businesses obtain a sales tax permit and set up their account properly from the beginning.

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For businesses operating in multiple states, we provide support with multi-state sales tax filings depending on the specific requirements of each state. For larger or more complex businesses, we can help review their setup, suggest appropriate options, and monitor the process to make sure everything is handled correctly and consistently.