Sales & Use Tax Services

Whether you’re a one-person shop selling custom shirts out of a garage or running a multi-location store, sales and use tax can feel like paperwork with a vendetta. Kim helps small businesses get compliant, minimize risk, and — when appropriate — recover money that rightfully belongs to you.

Why sales & use tax matters

Sales and use tax isn’t optional. Miss a filing, misclassify a transaction, or forget to collect tax and you could face penalties, interest, and an audit. But handled correctly, sales tax becomes a routine part of your bookkeeping — not a surprise audit waiting to happen.

Kim’s experience with audits and practical, small-business-first approach keeps tax compliance manageable and business-friendly.

How Kim helps — services we provide:

Audit preparedness & defense

Proactive audit planning so you’re not scrambling when notices arrive.
Review and organization of requested documentation to reduce exposure and shorten the audit timeline. (If you get an audit notice, take a breath. We’ve seen this before — and we’ve helped small businesses through it.)

Sales tax filings & registrations

Registering your business with state and local tax agencies where required.
Accurate, timely filings across all applicable jurisdictions.
Managing multi-jurisdictional rules.
Catching and correcting misfiled returns before penalties stack up.

Record-keeping & systems setup

Practical, easy-to-follow recordkeeping practices that make future filings and audits painless.
Implementation help for online platforms to ensure sales tax is collected and coded correctly.

Refund & credit reviews

Reviewing past purchases to see if sales tax was improperly charged on business purchases.
Identifying potential refunds or credits you may be eligible for and pursuing them on your behalf.

Sales tax training & ongoing support

One-on-one training for your staff on collecting and documenting sales tax.
Ongoing advisory services so you never guess what to do when you launch a new product, enter a new state, or change sales channels.

Kim presenting her small business expertise to a group of business owners.

The Kim Difference

Kim’s approach is grounded in real-world small business experience. No one knows the unique pressures of running a small business like another small-business person. That means advice you can actually implement — not legalese that creates more work than it solves.

Schedule Appointment

Sales & Use Tax Services

Why sales & use tax matters

Sales and use tax isn’t optional. Miss a filing, misclassify a transaction, or forget to collect tax and you could face penalties, interest, and an audit. But handled correctly, sales tax becomes a routine part of your bookkeeping — not a surprise audit waiting to happen.

Kim’s experience with audits and practical, small-business-first approach keeps tax compliance manageable and business-friendly.

How Kim helps — services we provide:

Audit preparedness & defense

Proactive audit planning so you’re not scrambling when notices arrive.

Review and organization of requested documentation to reduce exposure and shorten the audit timeline. (If you get an audit notice, take a breath. We’ve seen this before — and we’ve helped small businesses through it.)

Sales tax filings & registrations

Registering your business with state and local tax agencies where required.

Accurate, timely filings across all applicable jurisdictions.

Managing multi-jurisdictional rules.

Catching and correcting misfiled returns before penalties stack up.

Record-keeping & systems setup

Practical, easy-to-follow recordkeeping practices that make future filings and audits painless.

Implementation help for online platforms to ensure sales tax is collected and coded correctly.

Refund & credit reviews

Reviewing past purchases to see if sales tax was improperly charged on business purchases.

Identifying potential refunds or credits you may be eligible for and pursuing them on your behalf.

Sales tax training & ongoing support

One-on-one training for your staff on collecting and documenting sales tax.

Ongoing advisory services so you never guess what to do when you launch a new product, enter a new state, or change sales channels.

The Kim Difference

Kim’s approach is grounded in real-world small business experience. No one knows the unique pressures of running a small business like another small-business person. That means advice you can actually implement — not legalese that creates more work than it solves.

Contact Kim