Sales tax services for California businesses

From CDTFA registrations to district rate lookups, we make sales tax clear and manageable. Work with a sales tax CPA in California who understands how online sellers, SaaS, and service firms really operate—so your filings are correct and on time.
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Sales tax done right, from nexus to notice

Whether you ship statewide, use Amazon FBA, or run multi-location retail, we handle nexus reviews, registrations, rate calculations, returns, and notices—so sales tax stops slowing you down.

Nexus and registration

We assess physical and economic nexus (including marketplace activity) and complete CDTFA and multi-state registrations.

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Rates and taxability

We apply state, district, and local rates correctly and clarify what’s taxable—products, digital goods, shipping, and more.

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Filing and remittance

e prepare, file, and remit monthly, quarterly, or annual returns—matching your assigned cadence and due dates.

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What’s included

Sales tax services at a glance

  • Nexus and exposure analysis
  • CDTFA and out-of-state registrations
  • Product and service taxability reviews (including shipping and discounts)
  • Rate setup and maintenance (district taxes across SF, LA, OC, SD)
  • Return preparation, filing, and remittance
  • Marketplace facilitator coordination (Amazon, Walmart, Etsy, Shopify)
  • Use tax reviews and consumer’s use calculations
  • Exemption and resale certificate workflows
  • Notice and audit support with documentation packs
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Industries we support

From DTC brands to studios and SaaS

E-commerce and marketplace sellers, creative studios with merch, SaaS and digital products, franchise and multi-unit retail—we build a sales tax process that fits your model and tech stack.
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Sales tax FAQ

What California businesses need to know

  • Are services taxable in California?

    Most services are not taxable, but some bundled or fabrication-related services can be. We review your specific offerings and invoices to confirm treatment.

  • How do I know if I have sales tax nexus in California?

    Physical presence (office, inventory, employees) creates nexus. So can economic thresholds or marketplace activity. We run a nexus analysis across states where you sell.

  • How often will I file with CDTFA?

    The state assigns monthly, quarterly, or annual filings based on volume. We confirm your cadence and build a calendar with internal reminders.

  • What’s the difference between sales tax and use tax?

    Sales tax applies to taxable sales you make; use tax applies when you buy taxable items without paying sales tax (e.g., out-of-state vendors). We’ll help you calculate and report both.

  • How do marketplace facilitator rules affect me?

    Marketplaces often collect and remit on your marketplace sales, but you’re still responsible for own-site sales and accurate registrations. We prevent double-collection and keep registrations clean.