Sales Tax Nexus Screening

Your business can cross state lines before you realize your tax responsibilities have.

A growing customer base, remote team or new inventory location can change your sales tax picture. Concierge CFO helps you identify the states and business activities that deserve a closer look, using a defined screening of your sales data and operating footprint.

Understand where to investigate next and what information you need before taking action.

Starting at $1,500

One entity • Up to five selected states • Defined review period

SCHEDULE A SALES TAX NEXUS CONSULTATION · REQUEST A CALLBACK

Based in St. Petersburg, serving Tampa Bay, businesses across Florida and clients in over 31 U.S. states.

What this means for your business

See the footprint behind your growth

Bring sales destinations, employees, inventory and operating locations into one structured discussion.

Identify potential threshold exposure

Compare available sales information with the selected states and review periods agreed for the engagement.

Avoid acting on an incomplete picture

Understand why sales volume alone may not capture every activity relevant to nexus.

Move forward with a prioritized action list

Know which questions to resolve before registrations, historical reviews or ongoing compliance are commissioned.

Nexus is more than a sales dashboard

Economic activity can create sales tax obligations, but physical activities can matter too. Remote personnel, inventory, facilities and other in-state activity may affect the analysis. A useful starting point considers both your sales records and the way the business operates.

This service is particularly relevant to growing software, technology, online sales and other businesses serving customers across state lines. The answer depends on the activities and states involved.

What the starting screening includes

  • A business-activity questionnaire covering sales channels, locations, personnel and inventory.

  • Review of one entity and up to five states selected during scoping.

  • Review of current- and prior-calendar-year sales summaries, where the agreed state-specific testing periods can be assessed from those records.

  • Screening for potential economic thresholds and physical activities requiring further analysis.

  • A written state-by-state summary of findings, assumptions, missing information and recommended next steps.

  • One 30-minute findings discussion and one consolidated factual clarification round within 14 days.

Make the results useful before expanding the work

Your report distinguishes potential exposure, information gaps and issues needing a more detailed technical review. It gives you a clearer basis for deciding what to address first.

If the findings indicate registrations, historical liability analysis, product taxability research or other specialist work may be needed, that scope is agreed separately. Screening does not register your business or begin a recurring filing engagement.

A focused starting point for a growing business

  • Define the scope. Confirm the entity, selected states, activities and periods to be screened.

  • Provide the records. Supply sales-by-state data and complete the operating-footprint questionnaire.

  • Review the findings. Discuss the flagged issues, evidence gaps and practical next steps.

Pricing that reflects the footprint

Packages start at $1,500 for one entity and up to five selected states. More entities, additional states, older testing periods and complex sales channels are quoted before work begins. Conclusions apply to the agreed states and periods.

Product taxability opinions, exemption-certificate testing, registrations, returns, voluntary disclosures and historical liability calculations are separate services.

Your questions, answered

Does this cover every state where I sell?

The starting package covers up to five selected states. We agree on the selection and quote additional states before beginning. It is not a nationwide clearance.

What if my sales are below a state threshold?

Sales totals are only part of the picture. Physical activities and other state-specific factors may still require review.

Does a marketplace handle everything for me?

Marketplace collection can affect the analysis, but the treatment of direct sales, marketplace activity and other obligations depends on the facts and state rules.

Will you calculate everything I might owe?

The screening identifies potential exposure and next steps. Historical tax liability calculations require a separate scope.

Can you help if my data is incomplete?

Tell us what records exist. We assess whether the screening can proceed and identify any separate data-preparation work needed.

Give your next stage of growth a clearer sales tax picture.

Tell us where you sell and how your business operates across state lines. We will define a practical screening and the records needed to get started.

Starting at $1,500

One entity • Up to five selected states • Defined review period

SCHEDULE A SALES TAX NEXUS CONSULTATION · REQUEST A CALLBACK

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