Reconcile sales channels
Organize gross sales, returns, discounts, platform fees, payment-processing activity, and deposits so the books and tax records can be compared.
E-COMMERCE & ONLINE SELLERS
CPA tax help for e-commerce businesses and online sellers
Online sales can create a complicated record trail across storefronts, marketplaces, payment processors, bank deposits, inventory, and state registrations. Tavella CPA Group helps owners reconcile that information for tax filings and separately scope bookkeeping, sales-tax, estimated-tax, or notice support.
IS THIS THE RIGHT STARTING POINT?
Turn platform reports into a supportable tax file
A payment-processor total, marketplace payout, and bank deposit may each show a different view of the same activity. A useful tax process reconciles gross sales, refunds, fees, sales tax, inventory or product costs, and owner transfers without assuming that one platform report tells the whole story.
Ask about your situationCOORDINATED, SEPARATELY SCOPED HELP
Coordinate income tax, records, and sales-tax questions
Income-tax filings and sales-tax compliance are different workstreams, but they often rely on the same source data. Each service is scoped separately while the underlying sales and payment records are kept consistent.
Prepare the applicable return
Use tax-ready records to prepare the individual, partnership, S-corporation, or C-corporation return included in the written engagement.
Review sales-tax responsibilities
Separately scope registration, recurring filings, notices, or audit support based on the states, sales channels, products, and existing accounts involved.
Plan for changing results
Revisit estimated payments or year-end questions when sales, margins, inventory, compensation, or owner distributions change materially.
RELEVANT SERVICES
Choose only the help your situation requires
Preparation, planning, bookkeeping, payroll, sales tax, and notice work are not automatically bundled. Each accepted engagement identifies the returns, periods, states, deliverables, timing, and fee.
Sales Tax Services
Sales tax help for businesses, including state registrations, return filings, notice responses, and audit support.
View serviceBusiness Tax Returns
Federal and state business tax return preparation for partnerships, corporations, and owner-operated small businesses.
View serviceBookkeeping Support
Catch up overdue bookkeeping, reconcile accounts, correct recordkeeping issues, and prepare reliable business records for tax filing. Scope and pricing are confirmed first.
View serviceQuarterly Estimated Taxes
Quarterly estimated tax calculations based on current income, withholding, business or rental activity, prior payments, and expected changes.
View serviceS Corporation Tax Returns
Form 1120-S and Schedule K-1 preparation, with review of payroll, owner compensation, distributions, basis, depreciation, and state filings.
View serviceSelf-Employed Tax Help
Tax preparation for freelancers, contractors, sole proprietors, and other self-employed people, including Schedule C and quarterly estimates.
View servicePREPARE FOR A SECURE REVIEW
Records that help explain an online seller’s activity
The source list varies by platform and service. These records commonly help reconcile sales activity and identify the registrations or filings that need review.
Do not upload platform reports, tax notices, bank statements, or customer information through the public contact form. Sensitive records are exchanged through the secure portal after the service scope is accepted.
- Storefront and marketplace sales reports
- Payment-processor statements and Forms 1099-K
- Bank and credit-card statements
- Refund, discount, chargeback, and platform-fee details
- Sales-tax collection and marketplace-facilitator reports
- Current state registrations, returns, and notices
- Product, service, and exemption information
- Inventory and cost-of-goods-sold records, when relevant
- Bookkeeping reports and general-ledger detail
- Prior federal and state income-tax returns
HOW TO GET STARTED
A clear path from first call to next step
The free call is used to understand the request and whether a service can be offered. No CPA-client relationship begins until the applicable engagement steps are completed.
Describe the current need
Share a brief, non-sensitive summary of the filing, planning question, records issue, states, and next deadline.
Confirm scope and fee
Tavella CPA Group reviews the request and confirms which returns or services are included before work begins.
Use the secure workflow
After engagement setup, complete the applicable organizer and exchange sensitive records through the client portal.
Review next steps
Receive requests for missing information and clear instructions for review, authorization, payment, filing, or follow-up work.
RELATED TAX RESOURCES
Learn what to gather and what to ask next
These source-backed guides and articles provide general information. They are not a substitute for advice based on your specific facts and current law.
Florida Sales Tax Audit Notice (DR-840): What to Do Next
Received a Florida DR-840 sales tax audit notice? Review the 60-day pre-audit period, records, representation, findings, and protest deadlines.
Read guideSales Tax Registration and Filing Guide for Small Businesses
A practical guide to reviewing sales tax obligations, registering with the right states, filing returns, keeping records, and preparing for notices or audits.
Read guideFlorida Sales Tax Filing Due Dates for 2026
Review Florida sales tax filing rules and the official 2026 electronic-payment cutoffs for monthly, quarterly, semiannual, and annual filers.
Read guideFlorida Economic Nexus and Marketplace Sellers
Learn how Florida's remote-seller threshold, physical presence, marketplace collection, direct sales, and county surtax can affect registration.
Read guideFlorida Annual Resale Certificate: Use, Verification, and Renewal
Learn when a Florida Annual Resale Certificate can be used, how sellers document resale transactions, when it expires, and how to renew it.
Read guideForm 1099-K Tax Reporting: Reconcile the Form to Your Records
Learn what Form 1099-K reports, why gross payments may differ from taxable income, and which records help explain business and personal transactions.
Read guideQuarterly Estimated Tax Guide for Individuals and Business Owners
Learn when estimated-tax payments may be needed, what records support a calculation, and why payments should be revisited after income changes.
Read guidePartnership Tax Return Guide for Business Owners
A practical guide to the records, partner information, and owner-level coordination commonly needed for Form 1065 and Schedule K-1 preparation.
Read guideC Corporation Tax Guide for Business Owners
A practical guide to Form 1120 preparation, corporate records, shareholder transactions, payroll, estimated payments, and owner-level coordination.
Read guideCOMMON QUESTIONS
Questions from e-commerce businesses and online sellers
Does a marketplace collecting sales tax handle everything for me?
Not necessarily. Marketplace rules may address tax on certain marketplace transactions, but direct sales, registrations, returns, exemption records, account notices, and other state-specific requirements may still need review. The answer depends on the channels, states, products, and existing accounts involved.
Can you tell me where I need to register for sales tax?
A registration review can be scoped based on the states where the business has sales and other connections, the products or services sold, sales channels, marketplace activity, inventory, employees or contractors, events, and existing registrations. No conclusion should be based on sales volume alone without reviewing the applicable facts and current state rules.
Do you prepare sales-tax returns and help with audits?
Sales-tax registrations, recurring filings, notices, and audit assistance are available when separately accepted in writing. The scope identifies the states, accounts, periods, filing frequency, source records, and whether agency contact or representation is included.
Is the amount on Form 1099-K my taxable income?
Form 1099-K generally reports gross payment activity rather than the business’s net taxable income. It should be reconciled with the business’s complete records, including sales, refunds, fees, and any personal or duplicate activity, rather than ignored or treated as a complete profit calculation.
Can you help if my books do not match my platform payouts?
Bookkeeping and financial-record review can be scoped separately. The first step is identifying the sales channels, processors, bank accounts, periods, transaction volume, and available reports so the work and timing can be evaluated.
START WITH A FREE CALL
Start with your sales channels, states, and current deadline
Briefly describe where you sell, the platforms you use, the entity or return involved, and whether you need income-tax, bookkeeping, sales-tax, or notice help. Keep sensitive data out of the public form.