Even if you have a highly-trained, expert state sales tax staff.

State sales tax laws are vague to begin with. Ask yourself, when was it that you were supposed to allocate a little time to review and educate your staff on new letter rulings, or changes that may be happening in each of the states where you do business?

Here are some of the problems businesses face when it comes to reviewing and auditing their purchases for overpayments.

Lack of People and Time to Do the Work:  Your staff has plenty of expertise, and they certainly know what they're doing, it's just that you need more people. It's not brainpower you lack; it's manpower. With so many companies cutting back, it's not unusual for tax departments - even well-staffed ones -- not to have enough people to work long enough to find every penny available.

Ability to Use Other Industry Information to Your Advantage: It's amazing how many times a law change, or a letter ruling in one industry can create a new opportunity for a company in a different industry to reap huge tax benefits. But who has the time to keep track of that?

A Different Perspective: "That's the law and that's the way it is." Or is it? Because there are so many nuances and different ways that you can interpret vague state tax laws, a different perspective can be invaluable. Knowing your procedures and your industry certainly is beneficial and crucial, but not being predisposed to think a certain way can have additional benefits.

PJCo can help. We are one of the largest CPA firms in the country that limits its practice solely to state and local tax consulting. Consequently, we know where to look and what to look for to find hidden tax overpayments. We work with a diversity of industries active in as many as all fifty states, and each time we take the same position, squarely between our clients and their state and local tax collectors. We can review your records for overpayments and recover those funds. We take the time to do the extensive research required to find hidden refunds and handle their recovery. And since we are generally willing to work on a contingency basis, we work to find every penny.

Your company may also benefit from a Refund Review. In performing a refund review we:

• Review procedures and accounting systems in place
• Review recent tax audit assessments
• Tour  facilities, if necessary, to better understand your business
• Examine the appropriate sales tax returns and other records
• Review sales records and exemption certificates
• File all claims with states and vendors as necessary
• Properly support all claims that we file
• Teach and train you to avoid the situations in the future that created the current overpayment
• Communicate with you to keep you up-to-date on our progress
• Prepare a summary report for management
• Secure the refund

Disruption is minimal to your daily operations and most or all of our work will be done at our place of business and you can be assured that your utmost confidentiality will be protected. Our success rate means there's a better than good chance that we can add cash to your companies bottom-line.

We Recommend a Refund Review Every 3-4 Years

If you have not had a Refund Review conducted recently, contact us to arrange a hassle-free, no-obligation appointment to discuss your situation and determine your need for a review.

Click here for more contact info.

The Situation: One of the largest Trade Show Specific Contractors in the U.S. wanted to review their payments to the states in which they did business. They had one major concern: "Don't take up any of the time of our limited accounting department."

The PJCo Solution: Staying almost unseen resulted in the identification and recovery of over $300,000.

Quote: "The audit was conducted with very little effort on the part of our accounting personnel and the fees were more than fair. Especially considering the fact that without your efforts, those recoveries would not have happened."

The Situation: A Multi-State Grocery Store Chain was concerned that they may be making overpayments on exempt items.

The PJCo Solution: A quick review identified and obtained agreement from the states resulting in over $80,000 worth of refunds.

Quote: "By taking the time to work through our vendors and engineers, you determined the scope of our refunds and helped us prepare to receive go-forward benefits"

The Situation: A Manufacturer of Ceramic Refractors wanted to make sure they were being taxed fairly by each of 9 different states they were doing business in.

The PJCo Solution: A thorough review created a windfall in excess of $80,000. Due to the magnitude of the refunds, the State reviewed the information processed. The refund stood as claimed.

Quote: "The sales and use tax review you did for our company reaped huge benefits. Peisner Johnson handled the entire process from the research of our records to the collection of funds."

The Situation: A Provider of Wireless Communications services had PJCo review some of their tax practices.

The PJCo Solution: Found many charges that qualified as exempt purchases resulting in refunds in excess of $1,025,000.

Quote: "We're amazed by the issue you found and the fact that it went in our favor. But most exciting are the continued additional refunds you are acquiring for us."