RU
UARetail & E-Commerce
Every sales channel is part of your tax picture. Plan for business income, product costs, payroll and growth with tax preparation and guidance tailored to how you sell.
Built around the way you work.
WHO WE HELP
Built around the way
you do business.
Whether you work independently or lead a growing team, we start with your business model, your records and your goals.
COSTS WORTH A CONVERSATION
Your everyday costs. A clearer tax picture.
These are common costs to review with us. We help separate business expenses, inventory and assets so they receive the appropriate treatment.
See what records to keepInventory & product purchases
Packaging & shipping
Marketplace & processing fees
Advertising & website costs
Storage, rent & utilities
Staff, software & equipment
Contract labor & subcontractor services
Examples for discussion. Eligibility, business use, documentation and tax treatment must be reviewed for your situation.
HOW WE HELP
Tax planning first.
Support through the year.
A plan before decisions. The right returns when it is time to file.
Year-round tax planning
Review inventory, business structure and expansion plans as your sales channels grow.
Tax preparation & filing
Prepare applicable business returns and coordinate owner-level tax filings based on your entity, activity and supporting tax documents.
Payroll & contractor tax reporting
Support payroll, payroll tax filings and applicable contractor tax reporting. The right treatment depends on the working relationship and relevant requirements.
Multi-channel income tax preparation
Review marketplace, online and storefront tax information together when preparing business returns.
Inventory & equipment tax treatment
Review product costs, inventory information and capital purchases for the appropriate tax treatment.
Growth & filing requirements
Discuss tax filing responsibilities and registration needs as your business expands.
A SIMPLE PLACE TO START
Bring the records.
We’ll bring the questions.
Our intake questionnaire and a few focused follow-up questions help us identify the documents your business needs.
Already a client? Use the secure portal ↗- Store & marketplace sales reports
- Inventory and purchase records
- Shipping & fee statements
- Sales-tax registrations & returns
Your situation is one part of the picture.
Your industry shapes your business. Your income, family and plans shape the rest of your tax picture.
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