Who Should Schedule a Paid Consultation?

We offer paid consultations to business owners and accountants who…

• Are just getting started
• Aren’t ready to invest in our Done-for-You Sales Tax Service
• Have a few questions they want to run by a professional

The purpose of this meeting is to equip you with some of the knowledge and tools you’ll need to handle sales tax on your own. 

What Topics Can We Cover During Our Time Together?

We can address any topic related to sales tax in the United States. Common issues addressed include:

• Where should I get sales tax permits?
• Which states pose the largest audit risk to me?
• What is the best sales tax technology for me to use?
• What things should I be watching out for that can cause me problems later on?

We cannot address questions that are unrelated to sales tax (such as income tax) or related to how tax works outside of the United States.

If your question(s)  requires us to research state statutes, we might not have the answers right away. If that’s the case, we will either follow-up with an answer via e-mail, or request to meet with you for another consultation.

Where is the Meeting Held?

The meeting will take place on Zoom. You can either dial-in from a phone, or log-in from your computer. Web conferencing information will be sent via a calendar invite. The meeting will be recorded in case you’d like to download it. Please note that your time starts on the clock … so please arrive on-time so you can make the most of our time together!

Missed calls will not be refunded or credited to another call. Calls must be rescheduled 48 hours in advance.

Schedule Your Consultation