California Sales Tax
Shouldn't Come
With Surprises.
I spent 10 years as a Senior Tax Auditor with the California Department of Tax and Fee Administration, seeing firsthand how businesses encounter sales tax problems, how records are evaluated, and where compliance commonly breaks down. Now I use that knowledge to help California businesses understand their sales tax obligations, reduce risk, and navigate problems when they arise.
WHO I WORK WITH
E-Commerce & Multi-State Businesses
Nexus exposure, marketplace facilitator rules, taxability, exemptions, reporting and sales tax compliance
Construction Contractors
Contract taxability, materials, resale certifications and sales tax compliance
Manufacturers
Exemptions, equipment purchases, use tax, taxability and potential refund opportunities
SaaS & Digital Businesses
Taxability, nexus, sourcing and evolving sales tax requirements
CPAs & Bookkeepers
Specialized California sales tax support when a client’s situation goes beyond the general accounting or tax services
Sales tax problems rarely start with an audit.
They start with a missed exemption, an overlooked use tax obligation, an unresolved nexus question, or a reporting process that nobody has examined closely enough.
Sales Tax Problems Often Start Long Before An Audit.
You received a tax notice.
You aren’t sure what it means, what the deadline requires, or how you should respond.
Your business is expanding.
You’re selling into new states, using marketplaces, or changing your business model, and you’re not sure whether your sales ax obligations have kept up.
Your reporting doesn’t reconcile.
Sales reports, tax returns, exemptions and accounting recorded aren’t telling the same story.
You’re unsure about taxability
A product, service, contract or purchase doesn’t fit neatly into the rules, and you need to understand the potential consequences before making a decision.
You’re not confident in your exemption.
You have exemption or resale documentation but aren’t sure whether it is sufficient, properly maintained, or being applied correctly,
You want to be ready before an audit happens.
You’d rather identify potential problems while you still have time to understand and correct them.
You do not have to navigate California sales tax alone.
Sales tax can become complicated quickly. The challenge isn’t simply knowing the tax rate. It's understand how taxability, exemptions, nexus, use tax, reporting, documentation and business operations interact.
My approach is straightforward:
Understand your business.
Identify the areas of potential exposure.
Prioritize what matters.
Explain what it means.
Help you determine what to do next.
No unnecessary complexity. No generic answers.
Ready to Talk?
A free 15-minute consultation is the easiest way to determine whether specialize sales tax guidance makes sense for your business.
We’ll briefly discuss your situation, identify the primary issue you’re facing, and determine where I can help