Sales Tax Management and Tax Advice

When you own a business, sales tax management can often fly under the radar until an issue arises. At Tax and Financial Strategists, we work with you to manage your sales tax by determining whether you have taxable sales. We also assist clients with applications for a sales tax certificate and reporting number, as well as a retail certificate, so they’re able to buy goods tax-free. 

We’ll then work with you year-round for tax prep purposes, including the calculation of taxable sales, e-filing, and e-paying monthly/quarterly tax liability. We’ll also review your POS system, determine taxable vs. exempt sales, and identify taxable receipts if applicable.

Other Accounting & Payroll Services

At Tax & Financial Strategists, we offer a full suite of customizable payroll accounting and services to meet each client’s specific tax planning needs. Learn more about each of our tax services by following the links below.

Bookkeeping
Financial Statements
Payroll Reporting & Processing

“Tom Wanderon has been my accountant for more than forty years. During that time he has counseled me on everything from personal and company tax returns to mergers and acquisitions. Whatever success I have had in business, Tom has played an important role as my financial advisor.”

Clark Jensen, Owner – Hickory Holdings

“Tax and Financial Strategists, LLC has been instrumental in helping us establish our business. All of our matters and concerns are met with the highest degree of professionalism and always in a timely manner. Our tax strategist, Lyn Schantz, collaborates with us to fully understand the unique aspects of our business and our income tax needs. Lyn helps to significantly reduce the tremendous burden tax preparation can be and we wouldn’t be where we are today without her expertise and guidance!”

Carrie Doxsee, Owner – Doxsee Seafood Inc.

“I have been using Tax & Financial Strategists for over 25 years. I am always impressed with their kindness and professionalism. The entire office is very helpful from the minute they answer the phone. Lisa is the best! She is always there for me and able to answer my questions.”

Marcia Smith

“I have been using Tax & Financial Strategists for all of my accounting needs personally & professionally for the past 12+ years and Lyn and her staff are remarkable. They provide great service and their efforts are unmatched. I highly recommend them.”

Mario Doria, Owner – Vanderbilt Insurance

“Lisa Zahorian and her team have guided me through everything in terms of tax preparation and planning for the past 5 years. They take care of all of my bookkeeping so there are no surprises come tax time. Thank you!”

Kimberly Collins, Owner – Blue Tomato LLC

“Tax & Financial Strategists have been taking care of my personal and business taxes for 10 years. They also handle all of my bookkeeping. They are the BEST! I highly recommend them.”

Scott Janson, Owner – Scotty's Automotive Inc.