Speak with a Team Member - No fee

If you want to discuss fees, services or would like to know more about us we suggest a call with a sales team member rather than a consultation with Mike. Team members do not discuss taxes or provide advice. There are no fees to speak with team members.

 
 
 

Quick Consultation with Mike Fleming

In this consultation Mike can address any questions you have. In many instances he will be able to answer all the questions you have. Sometimes a quick answer can not be provided, but in these instances Mike will provide guidance on how best to move forward. 

Common topics included in these conversations are nexus, taxability, registration guidance, drop shipping, eCommerce, state income tax issues, Canada, foreign sellers, exposure determination, and liability mitigation.  However, he will address any questions you have as they relate to state and local taxes.

The consultation is usually held on a Zoom conference line and you can invite as many as you want to the call. CPAs  and other accounting professional often invite their clients and vice versa. The conference line can be accessed  through  the internet and is available world wide.

This consultation can last up to 30 minutes and Mike’s Fee is $350 It can be rescheduled up to 24 hours in advance of the scheduled time. Missed calls will have to be rescheduled as a paid consultation.

 
 

Full Consultation with Mike Fleming

This consultation is offered for those situations where a more in depth analysis of a situation is required. It can also be used for a review of multiple documents or short training on how to complete multiple resale certificates, or how to complete a state tax return, how to configure different sales tax platforms etc.

Any topic relating to state and local taxes can be addressed. We can not guarantee that Mike will be able to answer all questions on this call, but he will be able to answer many and those he can not, he will provide guidance on how best to move forward. 

The consultation is usually held on a Zoom conference line and you can invite as many as you want to the call. CPAs  and other accounting professional often invite their clients and vice versa. The conference line can be accessed  through  the internet and is available world wide.

This consultation can last up to 60 minutes and Mike's fee is $495. It can be rescheduled up to 24 hours in advance of the scheduled time. Missed calls will not be refunded or credited to another call.

 
 

Marketplace Seller Consultation

The sales tax world has been constantly evolving since the US Supreme Court Wayfair opinion on June 21, 2018.  This opinion overturned the last 51 years of precedent and allowed states to implement an economic nexus, which means crossing a certain threshold of sales or transactions in a state can create a requirement to collect sales tax. 

While these changes have impacted all companies nowhere have the changes been more turbulent than with marketplace sellers. Most sellers we speak to are unaware of these changes. In some instances under certain circumstances sales tax collection may no longer be required, while under other circumstances it is still required. Many of these sellers have been taking actions like registering where & when they don’t have to and vice versa. These actions run contrary to their best interests. 

For these reasons we have made a business decision to not accept any new clients that sell on a marketplace unless they have first participated in a Marketplace Seller Consultation or in the alternative a Full Consultation. We apologize if you are truly aware of what your are required and/or are permitted to do, but most of the sellers we speak to are not. 

Coming out of this consultation your will know where you should register, where you should do nothing and where it is OK to deregister. We will also address any other tax related questions your have.

 

Economic Nexus Determination Consultation

On June 21, 2018, the sales tax world became a lot more complex and perilous for companies and their advisors to navigate. A physical presence is no longer required to create an obligation to collect sales tax. Simply crossing a sales or transaction threshold can now create an obligation to collect tax. There are forty-three states plus DC that have implemented thresholds. We expect the final two states of Florida and Missouri to add threshold by this time next year if not sooner.

Companies that may not have had a requirement to collect and remit tax anywhere but their home state are now finding they have a requirement to file in 10, 20, 30 or all states.  It is important to note that this is not an internet tax. This is a tax that impacts all companies who sell into more than one state no matter how the sales are made. 

While the effective dates of this new nexus are relatively new, some have exceeded or are approaching the one year mark. The states are gearing up to start aggressively enforcing compliance. Don’t let the states find your before you determine where your new responsibilities are. 

In an economic nexus review, you will need to have your sales for the previous year and the current year summarized by state. You will start the consultation by sharing a brief overview of your business and then sales tax expert Mike Fleming will review your data state by state with you and share recommendations on what actions if any you should pursue. The fee for this consultation is $495.