Nexus review. Registrations. Filing coordination.
Nexus and exposure assessment
We review where the company has customers, people, and other activity that may create sales tax obligations.
Product and service review
We review how your product or service is described and sold, then coordinate taxability research for the relevant states.
Registration plan
We identify the registrations included in scope and organize them in the right order.
Platform setup and filing coordination
We help configure a suitable platform and coordinate returns, payments, and filing records for the states in your engagement.
Threshold monitoring
We monitor agreed sales thresholds and flag states that need further review.
If registrations or filings may be late, we organize the available data and explain when another specialist may be needed.
New customers, states, products, and sales channels can change your sales tax position. The rules can also differ by state and by what you sell.
We start with the facts. We review your revenue, customer locations, products, and current registrations. You get a clear action list instead of a generic all-state answer.
SaaS subscriptions and digital products
Usage-based services
Marketplace and reseller transactions
Software combined with professional services
Physical products, hardware, and multiple sales channels
Revenue by state and period
Customer billing and service addresses
Product and plan descriptions
Contracts and invoices
Billing platform exports
Current registrations and returns
Employee and contractor locations
Marketplace or reseller activity
01
Map the footprint
We review customers, revenue, people, products, and current filings.
02
Identify priorities
We organize states into action now, monitor, and no current action based on the agreed review.
03
Register, file, and monitor
We coordinate registrations, configure the selected platform, keep the filing calendar current, and flag material changes.
Sales tax stays connected to the billing data, books, and the way the company actually sells.
CPA-led review
Startup-specific experience
Direct support on Slack
Price agreed upfront
Specialist coordination for historical exposure
Is SaaS taxable?
It depends on the state, product, and how the service is sold. A single answer does not apply across the US.
When should a startup review sales tax?
Review it before a large customer asks for tax treatment, before due diligence, and as revenue or hiring expands into new states.
Do you register us in every state?
No. Registration should follow a reviewed need and a clear plan. Registering everywhere can create unnecessary filing work.
Can you help with past exposure?
Yes. We can organize the data and assess the scope. Some situations need sales tax counsel or a specialist process, which we will flag.
Do you file the returns?
Gradient coordinates filings for the states listed in your engagement, directly or through the selected filing platform and professional partners.