Sales & Use Tax

Recover Overpaid Sales and Use Taxes

SALES & USE TAX

Sales and Use Tax laws and regulations are constantly changing and becoming more complex, while the frequency of audits is increasing. Overlooking these taxes can greatly impact your bottom line, as overpayment and compliance errors are common across all industries. Sales and Use Tax exemptions and procedures differ from state to state, and our national network of specialists have in-depth knowledge of every jurisdiction’s intricacies and nuances and foster positive relationships with local tax authorities.

OVERPAYMENT REVIEW

Our Overpayment Review proactively identifies and recovers your sales tax paid on exempt transactions. The potential to recover money is high, as vendors can charge sales tax on many transactions. We have sophisticated software that allows our team to identify and review all transactions with sales tax paid on the invoice to maximize potential refunds. Because of this software and our refined approach to Sales and Use Tax overpayment reviews, the reviews require minimal client involvement and yield significant savings. We also recommend process changes to correct identified issues and minimize future tax exposure.

AUDIT DEFENSE SERVICE

If you are being audited by the state or local jurisdiction, you can enlist our Sales and Use Tax specialists for Audit Defense Services. We can be engaged at any point during the audit process to represent and defend your company. We will manage the entire process on your behalf and work closely with the state auditor to actively defend all findings in your favor. Our involvement will result in sales tax liability reductions and maximized refunds. Sales and use tax audits often result in significant assessments of tax and penalties based on taxing authorities’ interpretation of complex state and local tax codes. Sales tax audit defense services are imperative to ensuring tax codes are applied accurately to your operations. An uncontrolled sales tax audit has the potential to majorly disrupt not only a company’s bottom line, but also day-to-day activities due to capacity restraints and audit management capabilities. With extensive experience handling even the most complex sales tax audits across the United States, Our experts have created a holistic audit defense approach that delivers maximum tax savings, implements improvements to internal best practices, corrects identifiable exposure issues and continues to serve as a single-source tax partner long term.

OUR SERVICE

To assist in maximizing refunds and minimizing your overall sales tax liability, we have created a proprietary sales tax identification process that provides a complete view of all sales tax paid to vendors by our clients. Our proprietary software developed in-house allows us to review 100% of uploaded electronic invoices for sales tax charged to maximize our clients’ sales tax refunds and identify areas of potential exposure. By implementing this process, sales tax reviews are executed with the upmost speed, accuracy, and completeness known in the industry. Our software allows us to review large volumes of electronic images, which are the new standard of record retention, for sales tax charged on an individual invoice. Our technology gives us the ability to review bulk invoice images and create a taxed and non-taxed population for our experienced sales and use tax consultants to review. This guaranteed review of all invoices, regardless of dollar amount, allows us to uncover sales tax savings opportunities that are frequently missed during overpayment reviews and sales tax audits, with zero disruption to your daily operations.

PROPOSAL REQUEST







  All fields are required