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Expert Articles

Sales tax, made clear.

Evergreen guides from real accountants and consultants — everything you need to understand nexus, audits, and staying compliant across every state.

Sales Tax for Private Equity Portfolio Companies: A Compliance Framework
Staying Compliant

Sales Tax for Private Equity Portfolio Companies: A Compliance Framework

Sales tax compliance at a PE-backed company isn't a one-time diligence exercise, it's an ongoing requirement that changes with every new state, product, and add-on. Here's the framework for managing it from close through exit.

The CFO's Guide to Sales Tax: What You Own, What You Delegate, and What Goes Wrong
Your Tax Responsibility

The CFO's Guide to Sales Tax: What You Own, What You Delegate, and What Goes Wrong

Most CFOs learn sales tax compliance the hard way, through a state notice or a diligence process. Here's the orientation that should have come first: what to own, what to delegate, and how to know if your setup is actually working.

Sales Tax on Digital Goods: What's Taxable in 2026 (and What Changed)
State & Industry Specifics

Sales Tax on Digital Goods: What's Taxable in 2026 (and What Changed)

If your digital goods taxability rules were set up before 2025, they're probably wrong somewhere. Here's what changed in Louisiana and Washington, how states actually classify SaaS and streaming, and how to check your own configuration.

Amazon FBA and Sales Tax Nexus: What Happens When Amazon Moves Your Inventory
State & Industry Specifics

Amazon FBA and Sales Tax Nexus: What Happens When Amazon Moves Your Inventory

Your FBA inventory is sitting in warehouses across states you never chose to sell into. That's physical nexus, and Amazon doesn't handle it. Here's how to find out where your obligations actually are.

Sales Tax Overpayment: How to Find It and Get Your Money Back
Your Tax Responsibility

Sales Tax Overpayment: How to Find It and Get Your Money Back

Sales tax overpayment accumulates quietly, in clean filings, automated systems, and returns nobody double-checked. Here's where it hides, how to find it, and how long you have to claim it back.

What Happens When Avalara Gets It Wrong (And What to Do About It)

What Happens When Avalara Gets It Wrong (And What to Do About It)

Avalara automates calculation. It doesn't guarantee compliance. Here's how misconfiguration happens quietly over time, what it actually costs, and how to catch it before a state does.

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