DTC e-commerce

Meridian Skincare

$84k

recovered

The challenge

Marketplace sales in thirty-one states and a sales-tax setup configured for four. Notices were arriving faster than anyone could open them.

The approach

A full nexus study, registrations where thresholds were crossed, back-filings under voluntary disclosure, and automated filing calendars going forward.

The result

Every state current, penalties abated where the law allowed, and an $84,000 refund recovered from over-collected tax paid in the wrong jurisdictions.

They turned a drawer full of state notices into a refund cheque. I still think about that.

Founder

Ready for books that balance?

A thirty-minute call: you talk, we listen, and you leave with a straight answer about scope and fee — whether or not it's us.

Balanced books, kept here

Accounting & fractional CFO for owner-led businesses.

hello@summa.co
+1 (415) 555-0132
228 Ledger Row, Suite 4 · San Francisco, CA
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