About Sales Tax Recovery

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Sales and use tax overpayments are common due to complex and evolving state rules, inconsistent tax treatment, and high transaction volumes. These overpayments often remain undiscovered for years. Our team identifies missed recovery opportunities and manages the refund process directly with state taxing authorities. With more than 20 years of experience, we have helped companies recover hundreds of millions of dollars with minimal disruption.

• 1. Initial Assessment & Data Collection
  Review of accounts payable data, invoices, general ledger detail, and prior filings to identify states, periods, and transaction types with the highest recovery potential.
• 2. Transaction-Level Analysis
  Line-by-line review to identify overpaid tax, incorrect rates, improper taxability determinations, and missed exemptions based on state rules in effect at the time of purchase.
• 3. Eligibility Validation & Quantification
  Validation against statute of limitation rules and refund eligibility requirements. Recoverable amounts are quantified and prioritized to maximize value while maintaining defensibility.
• 4. Documentation & Substantiation
  Compilation of invoices, exemption support, narrative explanations, and legal justification required by each state taxing authority.
• 5. Refund Claim Preparation & Filing
  Preparation and submission of refund claims directly to the appropriate taxing authorities in accordance with each state’s procedural requirements.
• 6. State Communication & Audit Support
  Management of all correspondence, information requests, and audit activity related to refund claims, insulating your team from day-to-day interaction with the state.
• 7. Refund Resolution & Delivery
  Approved refunds are issued by the state directly to your business as checks or credits. Claims are tracked through completion with clear reporting.

All recovery projects are performed on a contingency basis. There is no upfront cost and no financial risk. Fees are earned only when a refund is successfully recovered. If no recovery is identified, there is no charge.

• Sales & Use Tax Compliance Review and Support
• General Tax Consulting

A focused sales and use tax review can uncover significant recoveries while strengthening future compliance. Our experience-driven, contingency-based approach makes recovery straightforward and low impact for your organization.