What We Do
Refund Recovery Assistance
Tax refunds can be challenging to secure without the right expertise. We handle the refund process on your behalf, whether it involves filing claims with state tax authorities or negotiating directly with vendors. Our team prepares all necessary documentation, tracks progress, and follows up as needed, ensuring a smooth process from start to finish. We know how to navigate the nuances of each jurisdiction to maximize your refund potential.
Reverse Sales Tax Audits
Overpaid sales taxes are more common than you think, especially for businesses navigating complex tax regulations. We conduct comprehensive reviews of your past transactions to identify areas where sales tax was incorrectly paid, whether due to missing exemption certificates, misapplied rates, or clerical errors. Our reverse audits go beyond surface-level checks, ensuring that every opportunity for recovery is explored. Once identified, we’ll guide you through the claims process to secure those refunds quickly and efficiently.
Exemption Certificate Management
Managing exemption certificates can be overwhelming. Whether your business qualifies for resale exemptions, manufacturing use, or other tax-free designations, we help you collect, validate, and organize your certificates. We also ensure they’re up to date and comply with specific state requirements. By streamlining your exemption certificate process, we not only protect your business from future overpayments but also reduce the risk of costly audits and penalties.
Tax Compliance Consulting
Tax compliance is about more than just paying your dues—it’s about ensuring that your business takes advantage of all available exemptions and avoids costly errors. We offer tailored consulting services to review your current practices, identify areas for improvement, and implement strategies to minimize overpayments and streamline operations. Whether your business operates in one state or across multiple jurisdictions, we help you stay compliant with changing regulations while protecting your bottom line.
Why Choose Us?
Sales Tax Research and Advisory
Staying informed about ever-changing sales tax laws can be daunting, especially for businesses operating across multiple states. We provide in-depth research and customized advice on specific tax questions or situations, whether it’s understanding new legislation, determining taxability, or identifying opportunities for cost savings. Our proactive approach ensures you’re not only compliant but also making smart decisions for your business.
No matter the size of your business—whether you’re a small local operation or a large corporation—we’re here to help you navigate the complexities of sales tax. With years of experience in indirect tax for some of the largest private companies and Fortune 150 organizations, our team brings unparalleled expertise and proven strategies to recover overpaid taxes, streamline compliance, and protect your bottom line.
We pride ourselves on delivering personalized, professional service tailored to your unique needs. From uncovering hidden savings to implementing long-term compliance solutions, our goal is to ensure every dollar works harder for your business.
Ready to take the next step? Reach out to us via the contact form below, and let’s start maximizing your tax savings today!
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