Inventory accounting that ties out. Nexus by state, tracked. Stripe and PayPal 1099-Ks reconciled against your platforms' gross. The books your operator actually trusts.
Inventory accounting that's wrong shows phantom profit and inflates tax. Sales-tax nexus crossed without registration is back-tax exposure with penalties in every state you triggered. 1099-K gross that doesn't reconcile to your platform settlement is a CP2000 waiting to land.
A2X or Webgility into Xero. Amazon, Shopify, Etsy, Walmart — each platform integrated with its own settlement reports.
FIFO or specific-ID inventory method, locked in. Monthly close ties COGS to actual unit movements, not estimates.
Where you have physical presence + where you crossed economic-nexus thresholds. Registration, monthly filings, marketplace-facilitator exemptions documented.
Federal + state, multi-state apportionment if needed. 1099-K reconciliation to platform gross to deposited funds. No mismatches.
IRS Enrolled Agent, enrolled to represent taxpayers before the IRS in all 50 states, alongside CPAs and attorneys.
Finance training: the math behind every recommendation we make. Currently in law school.
Most sellers default to whatever their integration does. We pick a method, document it, and apply it consistently. Switching methods is an IRS filing, not a checkbox.
Most states have economic thresholds ($100K sales or 200 transactions). Cross them and you owe sales tax in that state from then on — regardless of where you are. We track thresholds monthly.
Amazon and similar marketplaces collect and remit sales tax for you in most states — but not all, and not on all SKUs. Direct sales (Shopify) are entirely on you. We map who collects what.
How it works: one annual fee, half paid at engagement and half before your return is filed. Everything past the package baseline is a published add-on at a fixed price, so nobody counts forms. Books, payroll and sales tax are the only monthly items, because they are the only monthly work. See the full grid and every add-on or get your price in a minute.
Cody is an IRS Enrolled Agent with an MBA — a solo practitioner with a small support team, working out of Lakeland, Florida. He is also currently in law school.
Every client engagement is led by Cody personally. The firm stays deliberately small so the work stays deliberately careful — and so when the IRS calls, the person who picks up is the person who filed your return.
If yours isn't here, ask it on the intake — we read every one before the first call.
Amazon collects and remits in every state that has marketplace-facilitator laws (most of them). What you owe directly is for sales outside that — your own Shopify, your own brand site. We map it.
FIFO is most common for e-comm and matches most platforms' default. Specific ID is occasional. Weighted average is unusual. We pick once and stick with it.
Highly recommended past ~50 SKUs. Cin7, SkuVault, Linnworks are common. We integrate.
Different game. Pan-EU VAT, UK VAT, OSS. We can advise on US implications and refer to a VAT specialist for the EU side.
When net profit reliably clears the $80K+ threshold and operations are stable. Earlier with multi-owner setups.
Gross sales (before refunds, fees, processor holds) vs. net deposits. They never match without reconciliation; that's exactly the work.
Share read-only access to your seller accounts. We'll quote in a week.