Managing sales tax across multiple jurisdictions can be overwhelming and time-consuming

Our bookkeeping services include comprehensive sales and use tax management that ensures accurate calculations, timely filings, and complete compliance across all jurisdictions where you do business, so you can focus on making sales instead of worrying about tax obligations.

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Our Sales & Use Tax Services

We handle every aspect of your sales and use tax compliance from rate calculation to filing returns, protecting you from penalties and simplifying this complex responsibility:

Sales Tax Calculation & Tracking

We calculate correct sales tax rates for every transaction based on product type, customer location, and applicable jurisdictions, then track collections accurately throughout each reporting period.

Multi-Jurisdiction Management

We manage sales tax obligations across multiple states, counties, and municipalities where you do business, ensuring compliance with each jurisdiction’s unique rules and filing requirements.

Monthly, Quarterly & Annual Filings

We prepare and file sales tax returns on schedule whether due monthly, quarterly, or annually, submit payments electronically before deadlines, and maintain complete documentation of all filings.

Use Tax Tracking & Reporting

We identify purchases subject to use tax, calculate obligations accurately, report and remit use tax with sales tax returns, and ensure you’re not missing this often-overlooked tax responsibility.

Exemption Certificate Management

We collect and maintain valid exemption certificates from tax-exempt customers, verify certificate validity and expiration dates, and protect you from liability if audited by tax authorities.

Tax Rate Research & Updates

We monitor tax rate changes in all jurisdictions where you operate, update your systems immediately when rates change, and ensure you’re always charging and collecting the correct amounts.

Audit Support & Documentation

We maintain detailed records required for sales tax audits, respond to information requests from tax agencies, provide documentation to support your filings, and work with auditors on your behalf.

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Why Choose Strategic Business Solutions

Finding the right bookkeeping partner is one of the most important decisions you’ll make for your business. At Strategic Business Solutions, we’ve built our reputation on delivering more than just accurate bookkeeping—we provide the financial clarity and peace of mind you need to focus on what you do best.

Founded by Sherry Maule in 2015 after seeing too many business owners struggle with their finances, we understand that you didn’t start your business to spend hours on bookkeeping. You started it to serve clients, build something meaningful, and create financial security for yourself and your team.

With over 30 years of accounting experience including full-time CFO positions, Sherry built Strategic Business Solutions on a simple foundation: provide exceptional bookkeeping and accounting services that give business owners peace of mind. Today we serve clients across Delaware, Maryland, Pennsylvania, Florida, and throughout the United States with that same commitment to excellence.

HERE’S WHAT SETS US APART:

Our team of highly responsive, attentive, and proactive professionals approach every client with honesty, care, and a problem-solving mindset. We pride ourselves on being detailed, organized, and timely, while maintaining a supportive and cheerful approach—ensuring you always feel confident and well-supported in managing your business finances.

Here’s what you can expect:

Cost Certainty

Custom fixed-price packages with transparent pricing and no hidden fees

Expert Team

Certified QuickBooks ProAdvisors with specialized industry expertise

Flexible Service

Scalable solutions that adjust as your business evolves

Proven Results

30-70% cost savings compared to full-time employees

Industry Specialization

Deep expertise in non-profit and construction accounting

ABOUT US

Reviews

Our clients’ success stories speak louder than anything we could say. At Strategic Business Solutions, we’re proud to have built long-lasting relationships with businesses and non-profits who trust us with their financial management.

Great Service Creates Happy Clients

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Our Team

Your sales and use tax compliance is managed by experienced professionals who understand the complexity of multi-jurisdictional taxation. Our accounting consultant team is led by Sherry Maule, who brings over 30 years of accounting experience including managing sales tax compliance for businesses operating across multiple states.

Our team includes tax specialists who stay current on changing regulations, understand nexus rules and economic thresholds, and know how to navigate the different requirements of each state and local jurisdiction.

You’ll work with a dedicated team that understands your business, monitors your obligations, and ensures compliance—every filing period.

MEET THE TEAM

Schedule Your Free Consultation

Ready to take the stress out of bookkeeping and gain financial peace of mind? Let’s talk about how Strategic Business Solutions can help your business thrive. We offer a free 15-minute consultation to discuss your specific needs and create a customized solution.

Call us today: 352-462-7004
Email: info@sbsde.com

CONTACT US

Service Areas

Strategic Business Solutions manages sales and use tax compliance for businesses throughout Maryland, Delaware, Pennsylvania, Florida, and nationwide. Our service areas extend to all states where you have sales tax obligations, whether you have physical presence or economic nexus requiring registration and filing.

We understand each state’s unique requirements, filing frequencies, and compliance obligations that impact your sales tax management.

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Blog

Stay informed about sales tax best practices, nexus requirements, and compliance updates through our blog. We regularly publish helpful articles designed to help business owners make smarter financial decisions.

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Frequently Asked Questions

Getting Started & Requirements

How do you determine where we need to file sales tax?

We take the time to understand how and where your business operates. By reviewing your activities and locations, we help identify the states where you may have a sales tax obligation based on your physical presence, so you can feel confident everything is handled correctly and nothing is overlooked.

What information do you need to manage our sales tax?

We’ll need access to your sales records and accounting system, customer location data for all transactions, product taxability information, existing sales tax registrations and account numbers, and exemption certificates from tax-exempt customers.

Can you help if we're already behind on sales tax filings?

Yes, we specialize in helping businesses get current by reviewing missed periods and calculating liabilities, preparing and filing delinquent returns, and establishing processes to prevent future filing issues.

Do you handle sales tax for both products and services?

Absolutely! We understand the nuanced taxability rules for different product types, service taxability that varies by state, digital products and software-as-a-service taxation, and industry-specific exemptions that may apply to your business.

Compliance & Deadlines

What are the penalties for late or incorrect sales tax filings?

Penalties typically range from 5-25% of unpaid tax plus interest that accrues monthly, failure-to-file penalties that increase over time, and potential criminal charges for willful non-compliance, making timely accurate filing critical.

How do you ensure we never miss a filing deadline?

We maintain a comprehensive filing calendar for all your jurisdictions, begin return preparation 7-10 days before deadlines, file electronically for immediate confirmation, and provide you with copies of all filed returns and payment confirmations.

How do you stay current on changing sales tax laws?

Our team participates in ongoing professional education, subscribes to tax law update services, monitors legislative changes in all states, attends industry webinars and conferences, and updates client processes immediately when regulations change.

Multi-State & E-Commerce

How do you handle sales tax for online sales?

We track sales by customer location to determine applicable rates, monitor economic nexus thresholds in all states, ensure compliance with destination-based sourcing rules, and manage marketplace facilitator responsibilities for platforms like Amazon or Etsy.

What is the economic nexus and how does it affect my business?

Economic nexus means you have sales tax obligations in states where you exceed sales or transaction thresholds (typically $100,000 in sales or 200 transactions annually), even without physical presence, requiring registration and filing in those states.

Can you help determine if products are taxable in different states?

Yes, we research product taxability rules in each relevant state, provide guidance on classifications and exemptions, update taxability as laws change, and ensure your system applies correct tax treatment to each product type. Additional fees may apply.

Exemptions & Documentation

How do you handle tax-exempt customers and organizations?

We collect valid exemption certificates before allowing tax-free sales, verify certificate completeness and expiration dates, maintain organized exemption files by customer, and re-validate certificates periodically to ensure continued validity.

What exemption certificates do we need to collect?

You need resale certificates from customers buying for resale, exemption certificates from non-profits and government entities, multi-state exemption certificates for customers in multiple jurisdictions, and industry-specific exemptions like agricultural or manufacturing exemptions.

How long do sales tax records need to be kept?

Most states require 3-4 years of records though some require up to 7 years, and we maintain all sales tax returns and supporting documentation, exemption certificates for the required retention period, and audit trails for all transactions and calculations.

Sales & Use Tax Filing Services