Navigating SALTY Waters: What Start-Ups Need To Know About State And Local Tax Issues!

Start-ups and emerging businesses in Silicon Valley tend to grow quickly. Before they know it, they are often doing business across state lines and in different countries. With such expansion, they fall into state tax issues without even realizing it.

This presentation will cover the state tax basics to consider, including:

  • Identifying activities that create taxable presence (“Nexus”) such that sales tax must be collected on sales to customers.
  • Taxability of sales over the internet.
  • Pitfalls for business owners operating in multiple states.
  • The importance of maintaining proper documentation for state tax reporting purposes.


Monika Miles
Miles Consulting Group

Monika founded Miles Consulting Group in 2002. The firm focuses on helping its clients navigate state tax issues such as sales tax and income tax in interstate commerce, including e-commerce. Monika works with technology clients answering questions such as “What are the sales tax ramifications of selling our new widget into the following 15 states?” Previously, Monika worked for over 11 years in Big 4 Public Accounting. Monika was recognized nationally as one of the 25 Most Powerful Women in Accounting by CPA Practice Advisor the last four years (2012 – 2015), and also as a 2014 Woman of Influence by the Silicon Valley Business Journal.

About ASL Emerging Business Group: Best Practice Series

Abbott, Stringham, & Lynch (ASL)  Emerging Business Best Practice Series consists of lunchtime seminars that address ideas and facilitate discussions around financing, operations, building a team, and other areas essential to the success of emerging businesses.

ASL established the Emerging Business Group to help start-up and growth companies. The Emerging Business Group provides a knowledge resource center of best practices for emerging businesses to streamline systems and operations, reduce regulatory risk, market themselves effectively, and free up entrepreneurs to focus on the business at hand.