STATE AND LOCAL TAX AND FINANCIAL SERVICES
We assist clients with sales/use tax recovery services. In some cases, we perform a broad based review of our client’s purchases to identify any potential exemptions or exclusions that may provide a refund opportunity. In other cases, we focus on one specific transaction or vender tax collection decision that we’ve developed technical analysis to support non-taxable treatment.
We perform these services using the following process.
We will ascertain the probability of overpayments of sales/use taxes and estimate materiality and risks of pursuing sales and tax refunds.
We will perform identification tasks including analysis of vendor refunds, preparation of technical memorandum for filing refund claims.
We will prepare tax refund requests and represent you through the final resolution with all vendors and/or state and local taxing authorities.
Contact us to learn more
Phone: (714) 434-6700
Fax: (714) 640-8645