Before We Continue

Our tax intelligence and execution guidance system is designed for a specific type of service-based business. Before moving forward, please confirm that your business fits the criteria below.

👉 Service-based business (no inventory)

👉 Primarily digital payments

👉 Single business entity (one corporation, partnership, or sole proprietorship)

👉 Sales tax in 3 jurisdictions or fewer

👉 Using QuickBooks or Xero, or willing to move

👉 Ready for ongoing monthly support

Do all of the above apply to your business?