Equivion is an ecommerce-focused accounting firm offering monthly bookkeeping, part-time CFO support, payroll run on Gusto, multi-state sales tax filing, and income tax preparation and filing under its Equivion Tax service line.

Equivion fits a multi-channel ecommerce seller with real inventory and sales tax exposure across several states who wants one firm to hold bookkeeping, payroll, sales tax filing, and the income tax return rather than coordinating three separate vendors. Their sales tax page states that filing complex multi-state sales taxes is their specialty, with a monthly review of those filings for accuracy. Payroll runs on Gusto. Income tax prep and filing runs off the bookkeeper's own year-end financials through a dedicated Tax Coordinator and Tax Advisor, per their tax page.

Their pricing page describes the Core tier as being for companies under $2 million in revenue, so a business materially above that line is outside the published tier and into a scoping conversation rather than a listed rate. The stated plan is billed annually, a different commitment shape than month-to-month. Every service page is built around ecommerce sellers specifically, so a business that does not sell online is not the buyer these pages describe.

Their tax accountant page states that tax preparation and filing are handled directly as part of Equivion Tax. After the bookkeeper completes year-end financials, a dedicated Tax Coordinator and Equivion Tax Advisor facilitate preparation, review, and filing of the income tax return. The page states that once the return is ready they contact the client for approval, then file it and pull funds directly from the client's account to pay any applicable taxes.

Yes. Business and personal tax filings are available on every Uplinq plan, and tax strategy packages are available for businesses that want proactive planning. Because the same system holds your books and prepares your filings, year end is a handoff, not a project.

Their sales tax page states that they handle all ecommerce sales tax filing and describe filing complex multi-state sales taxes as their specialty. The same page states that once a month they review sales tax filings, examine the data for accuracy and compliance, and correct any errors or discrepancies found.

Both, deliberately. Uplinq's AI engine categorizes, reconciles, and monitors your transactions continuously. U.S.-based professional accountants review what the system produces and own every judgment call. You get the speed of technology with a real team accountable for the result.

Their pricing page describes a transparent, fixed-fee model and states clients will not receive surprise bills. It shows a Core tier described as for companies under $2 million in revenue, billed annually, with a threshold expressed in monthly expenses, including dedicated accounting experts, profit and loss, balance sheet, and cash flow statements, cash or accrual basis, and unlimited communication. The page states that the specific plan is set after a discussion covering payroll, sales tax filings, sales channels, and entity structure.

That's common, and it's a solved problem. Uplinq's Catch Up service rebuilds past months or years of books as part of onboarding, scoped to how far behind you are and the state of your records. You start clean, not from wherever your last provider left off.

No. Uplinq offers month-to-month agreements as well as annual plans, which carry a discount. If you prepay annually and choose not to renew, you simply give notice 30 days before the term ends.