E-Commerce & Retail
78%
Of e-commerce clients reduce sales tax exposure with our nexus strategy
>60
Specialist CPAs & Enrolled Agents on staff
1,400+
E-commerce & retail businesses served nationwide
2,000+
Tax filing & compliance projects completed
Overview

Navigating Disruption in the A Better
E-Commerce & Retail Industry.

The e-commerce and retail industry is undergoing profound disruption as five critical trends—sales tax nexus expansion, marketplace facilitator laws, inventory cost accounting, 1099-K reporting thresholds, and multi-channel revenue tracking—reshape not just how sellers operate but how they file. To stay ahead, retailers must determine where to streamline compliance and where to plan strategically—even across dozens of states—through proactive, year-round tax management.

Success now demands more than processing transactions efficiently. E-commerce businesses must embrace comprehensive bookkeeping, prioritizing accurate COGS tracking, platform-level revenue reconciliation, and rethinking every layer of their financial operations—from single-channel Shopify stores to large omni-channel retail enterprises.

In this rapidly evolving landscape, our CPAs and Enrolled Agents partner with online sellers, brick-and-mortar retailers, marketplace vendors, dropshippers, and subscription box companies to deliver accurate tax preparation and airtight compliance strategies. We help retail businesses unlock their full financial potential today while ensuring they are audit-ready and positioned to scale confidently.

Who we serve

Driving Financial Solutions for E-Commerce & Retail

We support online sellers, brick-and-mortar retailers, marketplace vendors, dropshippers, and subscription brands with specialized tax filing, sales tax nexus management, and bookkeeping—so retailers focus on sales, not state compliance deadlines.

Commitment

Sellers Want More Than a Sales Report

550+

Sales tax nexus & compliance projects for e-commerce & retail clients

2,400+

Bookkeeping & tax filing engagements for retail businesses nationwide

Client Results

Our Client Results in E-Commerce & Retail

We empower retail sellers and e-commerce operators to master sales tax compliance, minimize audit risk, and achieve scalable financial clarity in a fast-moving, multi-state selling environment.

Who we serve

Driving Financial Solutionsfor E-Commerce & Retail

Online & Marketplace Sellers

Online sellers have faced many challenges, from multi-state sales tax nexus and 1099-K reporting thresholds to inventory COGS reconciliation and platform fee deductions

Brick-and-Mortar Retail Stores

As retail stores work to form a comprehensive response to rising costs, traditional retailers are navigating payroll taxes, point-of-sale reporting, and quarterly sales tax compliance filings.

Dropshippers & Wholesalers

As the dropshipping model grows to reshape how products move, dropshippers and wholesalers are navigating marketplace facilitator rules, vendor payment tracking, and resale certificate compliance.

Subscription & DTC Brands

As subscription commerce and direct-to-consumer brands continue to scale, find themselves navigating deferred revenue recognition, chargeback accounting.

The experts

Our Automotive Experts

How We Can Help

Covering the Full Spectrum of Global Financial Services.

We tackle our clients’ most critical challenges, from strategy and operations to digital transformation and sustainability. With deep expertise and a holistic approach, we break silos to maximize value, creating a powerful multiplier effect for lasting success.