Service
Sales Tax Services for Small Businesses
Sales tax is the compliance area where service businesses get hurt most quietly: many states tax services owners assume are exempt (repair, maintenance, cleaning, landscaping, the lists keep growing), and uncollected tax becomes your debt, retroactively, with penalties. We handle the sales tax layer for our bookkeeping clients: figuring out what's actually taxable where you work, getting registrations right, and making the filings a monthly routine instead of a recurring scare.
- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
What's included
- Taxability review: your actual service list checked against the rules in the states and localities where you operate, including NC's RMI rules, our home-state focus North Carolina's RMI Sales Tax: The Rule Every Service Business Misses
- Registrations: state (and local, where applicable) sales tax accounts set up correctly, resale certificates in place with your suppliers
- Invoicing setup: taxable and exempt lines configured in QuickBooks so tax collects correctly at the invoice, by jurisdiction
- Monthly/quarterly reconciliation: tax collected vs tax payable tied out before every filing
- Filings prepared and submitted on the state's calendar, from books that already agree with the returns
- Exemption certificate management for customers who claim exempt status
Responsibilities, stated clearly
Good sales tax work requires honest boundaries: we advise, configure, reconcile, and file based on the business activity and jurisdictions you disclose, you keep us informed when you start working new states, add service lines, or change how you sell. Multi-state footprints and marketplace complexities get scoped explicitly. Nobody is served by a handshake and assumptions; the engagement letter says who does what.
Already behind?
If you discover you should have been collecting, the order matters: quantify the exposure, register and start collecting now, and consider a voluntary disclosure agreement, states offer limited lookback and penalty relief to businesses that come forward first. The framework: Do You Charge Sales Tax on Services? It Depends. Here's How to Know
Questions, answered
Common questions
Is this included in monthly bookkeeping?
Sales tax service is scoped with your bookkeeping engagement where you need it, single-state filers usually add it for a modest step-up; multi-state footprints get quoted on their actual complexity.
Founder-led service
Ivan Dyakov
Ivan leads client strategy, major relationships, and service standards, supported by a specialized delivery process built for consistency.
Meet the founder- QuickBooks Gold ProAdvisor
- Intuit Certified Bookkeeper
- Intuit Enterprise Suite Certified
- IRS PTIN Holder
A clear next step