Operational Finance

Sales tax, filings and compliance for multi-channel gear brands

Selling online across the United States creates tax obligations in places you have never visited. The question is not whether they exist, but whether anyone is keeping track of them.

STATES WITH NEXUS 11 ▲ 3 new this quarter NEXT FILING 12 days CA quarterly · TX monthly UNCOLLECTED TAX EXPOSURE $0 Every channel registered and remitting Clean

The problem a generic accountant misses

Since the Supreme Court's 2018 Wayfair decision, states can require remote sellers to collect sales tax once they pass an economic threshold, and each state sets its own. A pickleball brand selling through Shopify, Amazon and wholesale can cross several of those thresholds in a single strong season without noticing.

Where you have nexus
ORNVIDMTWYUTNMNDSDNEKSOKMNIAMOARLAWIMSMIINKYTNALOHWVVASCNJDEMDVTNHMEMACTRIAKHIWACAAZCOTXILGAFLNCPANY11 states with nexus · registered and filing

Marketplaces add complexity. Amazon collects and remits tax on marketplace sales in most states, but your direct and wholesale sales remain your responsibility, and inventory held in a fulfillment warehouse can create obligations of its own. Resale certificates from retailers need to be collected and kept. Contractors need 1099s. A generic accountant who meets you once a year at filing time is not watching any of this as it happens.

What we do

We track your sales tax exposure continuously, state by state and channel by channel. When you approach a threshold, you hear from us before you cross it. We handle registration where you have nexus, keep filings on schedule, and reconcile tax collected against tax remitted so nothing is left sitting on your balance sheet.

Who remits, Amazon vs. your store
Amazon (marketplace)Amazon collects at checkoutAmazon remits to the stateYou still report gross salesCounts toward nexusvsYour store (direct)You collect at checkoutYou register per stateYou file and remitYou track thresholds

Throughout the year we plan ahead: how inventory is valued, when purchases are timed, how the business is structured. When year end arrives, your preparer receives tax-ready financial statements they can work from directly. Full federal and state return preparation is available as a separate service if you would prefer one team to handle everything.

How It Works

How it works

A year of filings
Monthly (TX)20thQ1 (CA)Apr 30Q2 (CA)Jul 31Q3 (CA)Oct 31AnnualJan 31Each state sets its own cadence and due date
01

Nexus review

We analyze your sales by state and channel to find where you have, or are close to having, obligations.

02

Registration and setup

We register where required and configure tax collection on your sales channels.

03

Ongoing filing

Returns are prepared and filed on each state's schedule, and reconciled to your books.

04

Year-round planning

We review your tax position regularly and prepare tax-ready financials for year end.

Deliverables

What you get

  • 01State-by-state nexus tracking across DTC, Amazon and wholesale
  • 02Sales tax registration and filings where you have obligations
  • 03Reconciliation of tax collected against tax remitted
  • 04Resale certificate tracking for wholesale accounts
  • 051099 preparation for contractors
  • 06Proactive tax planning and tax-ready year-end financials

Plans

Which plan includes it

Sales tax tracking is part of Dink ($700–$950/month). Multi-state nexus tracking and filings are included in Rally ($1,100–$2,400/month). Championship (custom pricing) adds proactive year-round tax planning and compliance. Compare plans.

If you design your own paddles, you may also qualify for R&D Tax Credits. Contractor and employee filings are covered under Payroll.

Starts in

Dink

from $700/month. Multi-state filings in Rally. Year-round planning in Championship.

Compare plans →
Nexus creeps up on youOne state, illustrative
$100k / 200 orders thresholdQ1Q2Q3Q4Q5Q6

FAQ

Frequently asked questions

Marketplace collection covers sales made on Amazon in most states. It does not cover your Shopify or wholesale sales, and it does not remove every registration or filing obligation. We check both.

This is common and fixable. We quantify the exposure and advise on the best route to resolve it, which in many states can include a voluntary disclosure process.

Yes, as a separate service. Every plan includes tax-ready financials your existing preparer can use directly if you prefer to keep them.

We provide tax compliance and planning within an engagement agreed with you. For matters that need a licensed attorney or a CPA's signature, we will say so and work alongside them.

Talk to a CFO about your tax position

Book a strategic call and we will review where you sell and where you may already owe. Want to see your margins first? Use the Landed COGS Calculator or request a Free Margin Leak Check. Meet the founder.