Joseph Hatfield, CPA
Straight Answers. Solid Numbers. Less Stress.
Running a business is hard enough without wondering whether your books are right or if you’re prepared for tax season. I work with business owners to keep their finances organized, compliant, and easy to understand without all the accounting jargon. If you want a licensed CPA who keeps things clear and straightforward, I’m here to help.
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State and Local Tax Services
As a sales and use tax specialist, I offer practical, business-focused accounting solutions to support your daily operations, long-term goals, and business growth. Every service is here to save you time, lower risk, and help you make smarter decisions for your business.
State Tax Audits and Notices
I guide your business through state tax audits and notices so you’re never left guessing what to do next. As your sales tax consultant, I review the issue, organize your documentation, and respond directly to the state on your behalf. My goal is to protect your position, keep the audit process moving smoothly, and reduce your stress.
Taxability Review
I perform a detailed taxability review to determine which of your products or services are actually taxable. This step is critical for businesses that sell across multiple states or offer digital products. With clear answers and practical guidance, I help you avoid overpaying or under-collecting sales tax.
Nexus Determination
I deliver full nexus consulting and review to determine where your business has sales tax nexus or economic nexus obligations. With a thorough nexus analysis, I can help you understand what nexus is and how it affects your filing requirements. The goal is to maintain strong state tax compliance while avoiding costly surprises as you expand.
Sales Tax Compliance / Return Filing
I manage your sales tax compliance and return filing so deadlines never sneak up on you and impact your business. My process includes accurate data review, sales tax reconciliation, and timely filing across all jurisdictions. Through my service, you get clean and reliable reporting without the monthly scramble.
Reverse Audits
Through this service, I help you uncover sales and use tax overpayments your business may have missed. By reviewing previous filings and transactions, I help find refund opportunities and recover money that belongs in your business. Reserve audits are a smart way to improve your cash flow while tightening your company’s compliance process.
Exemption Certificate Review
I review and organize your exemption certificates to make sure they’re valid, complete, and audit-ready. Missing or outdated certificates are a common cause of sales tax audit exposure. With my review process, your documentation stays clean, defensible, and easy to maintain.
Sales Tax Software Implementations
I help you find and implement the right sales tax software to make calculating, reporting, and compliance tasks easy. From setup through testing and training, I take steps to ensure the system seamlessly integrates with your current workflow and scales with your business growth. What you get is improved sales tax management without the headaches.
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About Joseph Hatfield
I’ve worked as a sales tax consultant for more than 30 years,
starting with large medical facilities where I helped reduce sales tax exposure and secure millions in refunds
for a major independent oil and gas exploration and production company.
Over the past 15 years, I’ve focused on supporting startups and midmarket businesses,
ensuring they’re registered in the right jurisdictions and properly taxing their products.
When you work with me, you’ll get clear, straightforward guidance without the complicated tax jargon.
I explain what’s happening in plain terms so you always know where you stand and what comes next.
My goal is to make sales tax and compliance feel manageable, not overwhelming.
Committees and Organizations
I am involved in leading tax and accounting organizations to keep my knowledge current and practical for the businesses I serve. Through ongoing participation and professional development, I stay ahead of changes in sales & use Tax, state and local tax, and evolving compliance requirements.
Providing State and Local Tax Services Across the Country
From reliable sales tax compliance services to state and local tax support for businesses nationwide, I help companies handle sales and use tax, nexus determination, and multi-state tax compliance, ensuring accuracy and compliance. Whether you need a proactive sales tax consultant, ongoing sales tax filing, or strategic nexus consulting, I provide support that can scale with your business.
