Unlock Hidden Savings for Your Business
Have you been paying more sales tax than you need to? Get your money back.
Phased approach
Experts in recovering overpaid sales tax
our Sales Tax Recovery service is designed to put money back into your business's bottom line. We have a proven track record of finding millions of dollars in refunds. to do so, we follow a straightforward, phased approach to our sales tax recovery projects.
Phase 1 - Discovery
We analyze your business's sales tax data, typically by reviewing your actual purchase records. We strive to understand your company, its unique circumstances, and any specific expectations you may have for our engagement.
Our experienced team of tax experts then get to work. We use a wealth of ideas and strategies as well as leveraging our vast experience across various industries and states to find potential refund opportunities on your behalf. We are confident that if refunds are available, we will uncover them. Throughout this phase, we stay in close communication with you to provide updates on our progress.
Our experienced team of tax experts then get to work. We use a wealth of ideas and strategies as well as leveraging our vast experience across various industries and states to find potential refund opportunities on your behalf. We are confident that if refunds are available, we will uncover them. Throughout this phase, we stay in close communication with you to provide updates on our progress.
Phase 2 - Data Compilation
Our efforts intensify as we conduct further research to verify our findings and perform meticulous data entry. We leave no stone unturned, ensuring that every potential refund opportunity is thoroughly examined.
At the conclusion of this phase, we present you with all our findings and meet (usually virtually) to discuss them. This interactive meeting is an excellent opportunity for you to ask any questions you may have and to plan the next steps for recovering any identified overpayments.
At the conclusion of this phase, we present you with all our findings and meet (usually virtually) to discuss them. This interactive meeting is an excellent opportunity for you to ask any questions you may have and to plan the next steps for recovering any identified overpayments.
Phase 3 - Recovery
Once we have your approval, we initiate the recovery process. Recovering the refunds can take various forms, such as submitting refund requests to the State or reaching out to vendors on your behalf. In some cases, we may apply credits to future returns or audits, allowing you to benefit from the overpayment immediately.
Throughout the recovery process, we handle all refund requests on your behalf and keep you informed of our progress. You remain in full control, and we provide regular updates to ensure transparency and clear communication.
Throughout the recovery process, we handle all refund requests on your behalf and keep you informed of our progress. You remain in full control, and we provide regular updates to ensure transparency and clear communication.
Schedule your free consultation
Join the 6,000+ clients that have grown with us
Ongoing assistance
Your peace of mind
We stand behind the quality of our service and the accuracy of our findings. Our desire to advise you on any exposure areas uncovered during our engagement sets us apart from other firms. We are committed to ensuring your company's tax compliance and offer ongoing assistance with critical needs by providing a variety of sales tax compliance solutions:
Act promptly
Every month you may be losing money
It's essential to act promptly when it comes to sales tax recovery. Every state has a statute of limitations, typically ranging from 3 to 4 years, which prevents the department of revenue from seeking unpaid taxes beyond that date. While this protects you from liabilities going back many years, it also means that waiting to request refunds on tax overpayments can result in missed opportunities to recover substantial amounts of money.
As such, the sooner we begin the sales tax recovery process, the better. Our goal is to maximize your savings and put every potential bottom-line dollar back in your hands. We pride ourselves on working autonomously to minimize disruption to your operations, making the experience markedly different from a State-conducted sales tax audit.
As such, the sooner we begin the sales tax recovery process, the better. Our goal is to maximize your savings and put every potential bottom-line dollar back in your hands. We pride ourselves on working autonomously to minimize disruption to your operations, making the experience markedly different from a State-conducted sales tax audit.
Unlocking savings is only one call away
Schedule a call with a sales tax experts to identify any refunds opportunities.