Our Process
A clear path from complexity to compliance.
Tax problems feel chaotic because they arrive all at once. Our process takes them in order: we find out where you stand, decide what to fix first, fix it, and then keep it fixed.
- 01Week 1
Consultation & Discovery
Every engagement begins with a free consultation. We ask about your business model, where your customers and inventory are, how you sell, and what's worrying you. You leave the first call with an honest read on whether you have a problem worth solving, even when the answer is no.
- Free initial consultation
- Business footprint questionnaire
- Document checklist tailored to your situation
- 02Weeks 2–3
Nexus & Obligation Review
We map where you owe: physical and economic nexus by state, by tax type, and by date, because when an obligation began determines what it costs. If you have historical exposure, we quantify it in plain numbers so you can base every later decision on facts.
- State-by-state nexus determination
- Taxability review of your products and services
- Exposure quantification with penalty and interest estimates
- 03Week 4
Compliance Plan
You receive a written plan: which states to register in, whether and where voluntary disclosure makes sense, what the filing calendar looks like, and what it all costs. Pricing is fixed and agreed before any work begins, with no open-ended hourly meters.
- Written remediation and registration roadmap
- VDA recommendations where the math supports them
- Fixed-fee proposal for execution
- 04Ongoing
Execution & Ongoing Support
We carry out the plan, including registrations, disclosures, and back filings, then keep you compliant on a steady monthly rhythm. As your business grows into new states and products, we refresh the nexus map so your compliance keeps pace.
- Registrations, VDAs, and historical filings executed
- Ongoing return preparation and remittance
- Annual nexus refresh and notice handling
A note on multi-state work
Most of our clients sell into far more states than they sit in. The process above is built for that: nexus first, registrations next, then filings on a steady calendar.
Begin the conversation
Ready to navigate your tax obligations?
A free consultation is the fastest way to find out where you stand: a straight read on your obligations and what to do about them, with no commitment.