Stay compliant with sales and use tax, wherever your business collects it.
Sales tax rules vary by state, product, and how you sell — in person, online, or through a marketplace. We help you register, track, file and stay current, so a missed deadline doesn't turn into a bigger problem later.
Two related taxes, collected differently.
Sales Tax
Collected by the seller from the customer at the time of a taxable sale, then remitted to the state — you're the collector, not the one bearing the cost.
Use Tax
Owed by the buyer when sales tax wasn't collected on a taxable purchase — often overlooked on out-of-state or online purchases used in your business.
Sales tax collected isn't business income — it should be tracked as a liability, not revenue.
Depends on what, where and how you sell.
You may have a collection responsibility if you:
Requirements depend on your products, states, and sales volume — this should be reviewed specifically for your business.
Organized tracking, filing and compliance support.
- Review of your sales activity & nexus footprint
- Registration assistance in applicable states
- Review of taxable vs. exempt sales
- Monthly, quarterly, or annual return preparation
- Filing & payment coordination
- Reconciliation of collected vs. remitted tax
- Exemption-certificate organization
- Marketplace-facilitator sales review
- Bookkeeping coordination for sales tax liability
- Notice review & response assistance
Multi-state registration, audits, and voluntary disclosure agreements may require a separate engagement.
A structured approach to registration and filing.
Initial Consultation
What you sell, where, and how — in person, online, or through a marketplace.
Nexus & Taxability Review
Where you may have a collection responsibility, and what's taxable.
Registration
We assist with registering in the applicable state(s) before collection begins.
Sales Data Collection
Sales reports, exemption certificates, and platform data submitted each period.
Return Preparation
We calculate taxable sales, exemptions, and tax due for each jurisdiction.
Review & Filing
You review the summary, then we file and coordinate payment by the deadline.
Bookkeeping Reconciliation
Collected and remitted tax reconciled against your accounting records.
Ongoing Monitoring
We flag rate changes, new nexus, or notices that need attention.
Not everything is taxed the same way.
May Be Taxable
Tangible goods, certain services, digital products, and rentals — rules vary significantly by state and product category.
May Be Exempt
Resale purchases, certain nonprofit or government sales, some manufacturing inputs — generally requires a valid exemption certificate on file.
Selling online can create obligations in states you've never visited.
Economic nexus is generally based on sales volume or transaction count into a state, regardless of physical presence. Common factors:
Marketplace facilitator sales (Amazon, Etsy, etc.) may already have tax collected on your behalf in some states — but you may still have registration or reporting responsibilities for those same sales.
Sales Tax & Bookkeeping
Collected sales tax needs to sit in a liability account, not revenue — otherwise your P&L overstates income.
Explore Monthly Bookkeeping →Sales Tax & Business Tax Preparation
Sales tax liabilities and remittances should reconcile with your books before your business return is prepared.
Explore Business Tax Preparation →Recurring compliance support.
- Nexus & taxability review
- Sales tax registration (per state, as scoped)
- Recurring return preparation & filing
- Exemption-certificate organization
- Reconciliation with bookkeeping
- Notice review
Some issues need a separate engagement.
- Sales tax audits
- Voluntary disclosure agreements
- Prior-period corrections/back filings
- Exemption-certificate collection from customers
- Platform/POS system setup
- Legal representation
Sales tax support connected to your books and taxes.
We Review Your Full Footprint
Not just where you're registered — where you may need to be.
We Track Deadlines
Monthly, quarterly, or annual — we help you file on time, every time.
We Reconcile the Numbers
Collected, remitted, and booked amounts should always agree.
We Understand Marketplaces
Amazon, Etsy, Shopify — we account for facilitator-collected sales correctly.
Clear Communication
We explain new nexus, rate changes, and registration requirements clearly.
Bilingual Service
Service and client communication in English and Spanish.
Accurate filings require accurate, timely data.
- Providing complete sales data each period
- Disclosing new states or sales channels
- Maintaining exemption certificates
- Reviewing prepared returns before filing
- Maintaining funds for tax payments
- Responding to notices promptly
- Notifying us of product/service changes
- Disclosing marketplace platforms used
Quick answers before you get started.
Do I need to collect sales tax if I only sell online?
Possibly — economic nexus can create a collection responsibility even without a physical presence in a state.
Do I still need to register if a marketplace collects tax for me?
Depends on the state and your total sales — some marketplace sales still require registration or reporting.
How do I know which states I need to register in?
We review your sales volume, transaction count, and physical presence by state to help identify potential nexus.
Is sales tax the same as business income tax?
No. Sales tax is collected from customers; income tax is based on business profit — they're calculated and filed separately.
What happens if I don't collect required sales tax?
You may still owe the uncollected tax, plus potential penalties and interest, depending on the state.
Can you register my business in multiple states?
Yes — registration in each applicable state can be part of the engagement.
Do exemption certificates expire?
Requirements vary by state — some need periodic renewal or updated documentation.
Can you help with a prior-period sales tax problem?
Possibly — back filings and voluntary disclosure agreements need a separate review and scope.
How often are sales tax returns filed?
Monthly, quarterly, or annually — determined by the state based on your sales volume.
Do you handle sales tax audits?
Audit representation may be offered as a separate service, depending on the situation.
What if my sales are mostly services, not products?
Some services are taxable and some aren't — this depends heavily on the state and the specific service provided.
Does sales tax service include bookkeeping?
No. They're separate services, though we coordinate the two closely.
Fees depend on states, filing frequency, and complexity.
Number of registered states, filing frequency, sales volume, marketplace activity, and exemption-certificate management all factor in. Registration fees are typically separate from ongoing filing fees.
Audits, back filings, and voluntary disclosure agreements are priced separately.
Ready to get sales tax under control?
Whether you're registering for the first time or trying to catch up on filings across multiple states, we'll help you understand your obligations and build a reliable process.
Registered correctly. Filed on time. Reconciled with your books.
ServiAmigo Tax & Advisory provides sales & use tax, bookkeeping, payroll and business tax services for small business owners.
Based in Magnolia, Texas. Serving clients nationwide. Service available in English and Spanish.