Sales Tax Review
You Probably Owe Sales Tax in States You Never Even Visit
Since the 2018 Wayfair ruling, every state can tax your out-of-state sales. Most small and midsize businesses are out of compliance and don't know it, until a state notice arrives with back taxes, penalties, and interest.
The Silent Liability Hiding in Your Books
You've been growing. Selling into more states. Shipping out of state. Here's what we typically find:
- Businesses collecting sales tax in their home state but ignoring economic nexus thresholds in other states
- SaaS and service companies who assume they're exempt — and aren't
- Wholesalers missing exemption certificates, leaving them on the hook for the tax themselves
- Owners paying use tax incorrectly, or not at all, on out-of-state purchases
- Companies missing use tax all together. It's due on purchases from your whole sale accounts that you use in house, out-of-state and online purchases. It's one of the first things tax auditors look for
- Invoicing setups that quietly under-collect, creating personal liability for the owner
Penalties can become "gross negligent" penalties which means more aggressive charges, plus interest and the tax itself.
Get in Touch
Every one of those moves can trigger a sales tax obligation and most owners don't realize it until it's too late.
How It Works
Free 15-Minute Risk Call
The Full Review (Only if Needed)
Free 15-Minute Risk Call
Book a time with Dara. Tell her about your business. Find out where your real exposure is.
Decide Together
The Full Review (Only if Needed)
Free 15-Minute Risk Call
If there's no problem, you leave with peace of mind. If there is, Dara will explain whether the full $5,000 review makes sense.
The Full Review (Only if Needed)
The Full Review (Only if Needed)
The Full Review (Only if Needed)
Three weeks. Twenty hours of senior-level work. A full diagnostic and action plan.
The Sales Tax Review Package: $5,000 Flat Investment
Is the Risk Call Worth Your 15 Minutes?
Who You'll Be Talking To
Dara Hartzler — Founder & Fractional CFO, Jade Business Solutions
For over 20 years, Dara has helped business owners untangle the financial messes that keep them up at night. She specializes in the complex stuff — IRS disputes, multi-state tax compliance, and the kind of penalty negotiations most CPAs won't touch.
She's worked with CEOs and CFOs across 35+ industries, and she's known for one thing above all: telling owners the truth, even when it's uncomfortable. No jargon. No fluff. No avoiding the hard conversations.
She's also a contributing author of What the Frak, a book on fractional leadership for growing businesses.
When you book the call, you're not getting a junior associate. You're getting Dara.
Frequently Asked Questions
Please reach us at dhartzler@jadeindustries.com if you cannot find an answer to your question.
Yes. No charge, no commitment, no obligation to hire us afterward.
No. If she thinks the full review makes sense for you, she'll explain why and let you decide on your own time. If it doesn't, she'll tell you that too.
We will come up with a filing and payment plan. Dara will explain that process on the call if relevant.
Yes. Flat fee. The only thing not included is any subsequent remediation work — registrations, back filings, — which we'll quote separately.
Three weeks from kickoff to final presentation.
Just a rough sense of where you sell, what you sell, and your approximate annual revenue. That's enough for Dara to assess your exposure level.
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