BUILT BY SHOPIFY SELLERS — FOR SHOPIFY SELLERS

Shopify Tax Service for DTC Brands That Have Outgrown Their Generic CPA

Federal and state income tax filing for Shopify sellers. Year-round tax planning. One dedicated Shopify CPA who actually understands payouts vs. revenue, processing fees, ad spend, and refunds — because we’ve run real Shopify stores ourselves.
Get a Pricing Quote for Shopify Tax Services
No commitment. We’ll send a custom quote within 1 business day.

Trusted by Hundreds of Shopify Sellers — From 6 Figures to 8 Figures

$25M+

Sold across DTC channels

500+

eCommerce brands served

25+ yrs

CPA experience in ecommerce

1 trusted

US income tax filing partner
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the problem

Most Accountants Have Never Logged Into a Shopify Admin in Their Life

Here’s the truth nobody tells you when you build a real Shopify store. The accountant who did your taxes last year is almost certainly not equipped to do them this year.

Here’s the truth nobody tells you when you build a real Shopify store. The accountant who did your taxes last year is almost certainly not equipped to do them this year.
Then April rolls around. You hand them a year of mess. They guess. You sign. You hope.
That's not a Shopify tax service. That's a generic CPA filing a return they don't fully understand and praying the IRS doesn't ask follow-up questions.

“Nathan and his team finally gave us a Shopify CPA who actually understood our DTC business. Our return was filed clean for the first time in three years.”

Shopify Brand Owner
7-figure DTC Seller
our services

Shopify Tax Services Built Around How DTC Brands Actually Operate

Business US Income Tax Filing for Shopify Sellers

Federal and state returns for your Shopify business, filed correctly the first time. Processing fees, ad spend, app subscriptions, fulfillment, contractor payments, and inventory all categorized by a Shopify CPA who has filed hundreds of returns just like yours. LLC, S-corp, C-corp, sole prop — we handle all entity types.

Personal US Income Tax Filing

Your personal return filed in lockstep with your business return. Pass-through income, owner draws, K-1s, capital gains, and any equity events. One team, one full picture, one signature at the end. Nothing falls through the gap between two separate firms.

Year-Round Shopify Tax Planning (Optional Add-On)

Tax planning the way it’s supposed to work. Quarterly estimates so you’re never surprised. Entity reviews as you scale. Deduction planning timed around BFCM and your peak revenue months. Conversations before you make a big inventory buy or launch a new SKU. Optional add-on, but most serious DTC operators add it once they hit 7 figures.
SHOPIFY EXPERTISE

The Shopify Tax Complexity Your Generic Accountant Misses Every Year

Shopify Tax IssueWhy It Trips Up Most AccountantsHow We Handle It


Payouts vs. Revenue Reconciliation
Generic CPAs see Shopify payouts hit the bank and book them as revenue, missing fees, refunds, and chargebacks netted out before deposit.We reconcile every payout back to gross sales, then break out fees, refunds, chargebacks, and gift cards into their own lines.


Shopify Payments & Processing Fees
Often buried inside payout totals or missed entirely as deductions.Every fee — Shopify Payments, third-party gateway, transaction fees, currency conversion — categorized and deducted.


Inventory & COGS
Cash-basis books make profitable months look broke and broke months look profitable.Accrual-based COGS so your Shopify P&L actually shows what your business is doing month over month.


Refunds, Chargebacks & Gift Cards
Treated as expenses or ignored entirely, distorting both revenue and net income.Refunds and chargebacks net against revenue. Gift cards stay as a liability until redeemed. Your books reflect reality.


Refunds, Chargebacks & Gift Cards
Frequently bucketed as one line, missing deductions and category-level visibility into your CAC.Ad spend categorized by platform and campaign type so deductions are full and clean — and your CAC story holds up.


Shopify App Subscriptions
DTC stores rack up 20+ app subscriptions that often get lumped under one vague software expense.Every recurring app charge categorized properly so software, marketing, and operations expenses each tell their own story.


Multi-Channel Add-Ons (Amazon, Walmart, TikTok Shop)
Most accountants pick one channel and treat the rest as an afterthought.Shopify is our deepest DTC lane, and we file just as cleanly across every other channel you sell on.


Shopify Plus & B2B Wholesale Channels
B2B revenue, net-terms invoicing, and DTC margin look like the same thing on a generic P&L. They aren't.We track B2B and DTC revenue and margin separately so each channel's economics are visible at a glance.
How it works

From Messy Shopify Books to a Tax Return You Can Actually Trust

1

We start with a free review of your Shopify books and channels.

We connect to your accounting software, pull your Shopify reports, and look at exactly what’s been booked correctly and what’s been booked wrong. You get an honest read before you ever pay us a dollar.

2

Your dedicated Shopify CPA learns your business.

Every revenue stream, every fee category, every COGS source. Shopify, Shopify Plus, B2B, off-site ads, marketplace channels — we map it all so nothing is assumed and nothing gets missed at filing time.

3

Your business and personal returns get filed together.

At year-end, your Shopify CPA prepares both returns using twelve months of clean books. No scrambling in March. No re-explaining why payouts aren’t revenue. No surprises on the filing.

4

Year-round, we plan ahead — not just file.

Optional service. Quarterly estimates, deduction planning, entity structure reviews, and proactive conversations before BFCM and your big inventory buys. This is the part that saves serious DTC operators tens of thousands of dollars a year.
Client Stories

What Shopify Sellers Say About EcomBalance

Real Amazon brands. Real numbers. Real returns filed cleanly.

“Working with Cindy and her team has been one of the best investments I’ve made in my business. They keep our Shopify books in order and serve as a trusted advisor whenever I have questions.”

Tim C.
7-Figure Shopify Brand Owner
“I told her shortly after we started working together that I was so glad to have found her, and I truly mean that. She has been a great asset to my business.”
Kim F.
DTC Seller
“As a seasoned ecommerce seller, I was overwhelmed and exhausted from juggling all the hats. I count my blessings that I ran across Cindy and the EcomBalance team.””
Karen R.
Multi-Channel Seller (Shopify + Amazon)
“Cindy and her team patiently helped me get my records current. I have a lot less stress come tax time now. Thank you Cindy.”
Kristal V.
Shopify Plus Seller
Who it’s for

Built for Shopify Brands at Every Stage

Whether you’re a 6-figure Shopify store getting your taxes straight for the first time, or an 8-figure Shopify Plus operator running DTC, B2B, Amazon, and TikTok Shop all at once — our Shopify tax service scales with you.

You're a great fit if...

  • Sell on Shopify or Shopify Plus
  • Also sell on Amazon, Walmart, TikTok Shop, or B2B wholesale
  • Carry inventory and need real COGS tracking
  • Spend real money on Meta, Google, TikTok, or Klaviyo
  • Want one team handling bookkeeping AND Shopify tax filing
  • Are tired of explaining payouts vs. revenue to your CPA every April

We specialize in...

  • Shopify payout reconciliation & revenue clarity
  • Processing fees, refunds, chargebacks, and gift card liability
  • COGS, inventory valuation, and fulfillment cost tracking
  • US business + personal income tax filing, coordinated
  • Multi-channel filing (Shopify + Amazon + Walmart + B2B)
  • Quarterly tax planning & entity structure reviews
No commitment. We'll respond with a custom quote within 1 business day.

Get a Pricing Quote for Shopify Tax Services

Prefer to talk first? Easy. Book a call directly and we’ll walk through your Shopify setup, your current channels, and exactly what we’d do for your business.
Get a Pricing Quote
why ecombalance

Why Shopify Sellers Choose EcomBalance Over a Generic CPA

FeatureEcomBalanceGeneric CPA / Firm
Understands Shopify payout & revenue reconciliation
Categorizes processing fees, refunds, and chargebacks correctly
Business + personal tax filing, coordinatedSometimes
Shopify Plus, B2B, and DTC margin tracking
Multi-channel expertise (Shopify, Amazon, Walmart, TikTok Shop)
Year-round tax planning (optional add-on)Sometimes
Built by ecommerce sellers — $25M+ sold ourselves
Dedicated Shopify CPA
A NOTE FROM NATHAN
Why I Built EcomBalance's Shopify Tax Service the Way I Did
Nathan Hirsch
I’m Nathan Hirsch, one of the founders of EcomBalance. I’ve been selling on Amazon since 2009. We did $25M+ in sales on the platform before I sold my last company, FreeUp, to The Hoth in 2019 and went all-in on EcomBalance with my partner Connor full-time.
Here’s why this page exists. Every Shopify operator I know has had the same April experience. You hand a generic CPA your books, they look at your payouts like they’re revenue, you spend an hour explaining what a chargeback is, and you leave hoping the return is right. It usually isn’t.
That’s not a problem unique to one or two stores. It’s how the industry treats DTC. Generic CPAs are not built for Shopify. Period.
So when we built EcomBalance, the Shopify tax service was non-negotiable. A dedicated Shopify CPA. Books done by the 15th of every month so April is a non-event. Personal and business returns filed together. Quarterly planning if you want it.
If you sell on Shopify, you deserve a Shopify CPA. Not a generalist. Not someone who’s seen one or two DTC accounts. Someone who’s lived it.
Nathan Hirsch
Co-Founder, EcomBalance
What makes you different from a regular accountant or CPA?
Most CPAs are generalists. EcomBalance works exclusively with ecommerce and online businesses, and Amazon is our deepest specialty. Our team has sold $25M+ on Amazon ourselves, so we understand the fee structures, FBA reimbursements, multi-warehouse inventory, and 1099-K reconciliation that trip up generalist accountants every year.
Yes. Business US income tax filing is core to our Shopify tax service. We prepare and file federal and state returns for your Shopify business — LLC, S-corp, C-corp, or sole prop. Every return is built on twelve months of clean Shopify-aware bookkeeping. We do not currently offer tax services to non-US businesses.
Yes, through our dedicated Shopify CPA. For DTC business owners, your personal return is directly tied to your business return — pass-through income, owner draws, K-1s, and capital gains all flow through. We file both, together, so nothing falls through the gap between two separate firms.
That’s exactly the complexity we were built for. Shopify is one of our deepest lanes, and we have systems for Amazon, Walmart, TikTok Shop, eBay, Etsy, and B2B wholesale reconciliation. Adding a channel to your business doesn’t add confusion to your books or your tax return.
Yes. Shopify Plus stores often run multiple sales channels, B2B wholesale, and headless setups simultaneously. We track DTC and B2B revenue and margin separately, handle net-terms invoicing, and make sure each channel’s economics are clearly visible in your financials and your return.
Tax planning means we work with you throughout the year, not just at filing time. Quarterly estimated tax payment calculations, entity structure reviews as you scale, deduction planning timed around BFCM and big inventory buys, and proactive conversations before major financial decisions. Reserved for US businesses. Offered as an optional add-on alongside your US income tax filing.
At this time, sales tax compliance is not a service we offer directly. What we handle is US income tax (business and personal) and year-round tax planning. If sales tax is a concern, we can refer you to trusted partners — most Shopify operators use a tool like TaxJar or Avalara connected directly to their store.
Most Shopify businesses start between $1,500 and $2,000+ for filing their US business income tax returns. Pricing depends on your channels, your entity structure, and your planning needs. The fastest way to get an accurate number is to request a pricing quote — we’ll respond within one business day with a custom number for your situation.
Our US income tax services do not include monthly bookkeeping by default, but we offer Shopify bookkeeping as well. If you sign up for both, we offer a discount for the bundle. Most serious DTC operators run both because the tax filing is only as clean as the books underneath it.
Once you reach out, you’ll get a pricing quote within one business day. From there, onboarding typically takes a week or two depending on the state of your books. If you’re behind, we can run a catch-up cleanup first so your return is filed on clean data.
FAQ

Frequently Asked Questions

Stop Explaining Your Shopify Business to a CPA Who Doesn't Get It

You’ve built something real. A Shopify store, real revenue, real complexity, and a back-end of payouts, fees, refunds, and apps that nobody outside of DTC truly understands. Your taxes should be filed by someone who lives in that world. A Shopify CPA who knows Shopify. All in one place.
Get a Pricing Quote for Shopify Tax Services
No commitment. Custom quote within 1 business day.

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