Kentucky Sales, Use & Property Tax Consultants for Business
Protect Your Business. Recover Your Money.
Former Kentucky state tax auditors and supervisors with 88+ years of combined experience — plus on-staff legal counsel. Since 2007, we have represented businesses across KY, IN, VA, WV, and TN in sales and property tax audits, monthly use tax compliance, and refund recovery studies for manufacturers, mining operations, and rock quarries.
- Audit Defense & Use Tax Compliance: Available to any business
- Sales & Property Tax Refund Recovery: Dedicated to manufacturing, mining & quarries
Speak directly with a senior consultant · Mon–Fri, 8:00 AM – 5:00 PM ET · Based in London, KY, serving clients statewide
88+ Years Combined
Our leading experts bring more than 88 years of combined experience auditing and administering a broad range of state taxes.
Trusted Since 2007
We've delivered state tax savings, refunds, credits, and audit reductions to Kentucky clients for nearly two decades.
Large & Small Alike
From single-location businesses to multi-state operations, every client receives individualized, courteous, ongoing service.
Start with the situation your business is facing
You do not need to complete an online quiz before speaking with a consultant. Choose the situation that best matches your business to go straight to the relevant service details or request a direct conversation.
“My business received a sales tax audit notice.”
We represent any type of business before the Kentucky Department of Revenue — managing auditor correspondence, records, and sampling reviews.
“We want to review possible tax overpayments.”
For manufacturers, mining operations, and rock quarries — we conduct a line-by-line validation study of purchase history, utilities, and returns.
“We need help with recurring use tax filings.”
We review monthly vendor invoices and help calculate and remit the accurate use tax on every return filed with the state.
“Our manufacturing, mining, or quarry operation has taxability questions.”
Specialized guidance on Kentucky production machinery, energy/utility exemptions, extraction, and severance tax compliance.
“Our accounting or AP team needs practical tax training.”
In-house training built around your actual vendor invoices and purchasing workflows to prevent overpayments and audit exposure at the source.
“We need help with a tangible personal property tax audit.”
We review fixed-asset listings, retired equipment, and classifications to challenge improper valuations and represent you through resolution.
Note on our scope: Commercial state & local taxes only
We focus exclusively on business sales & use tax, tangible personal property tax, and severance tax across KY, IN, VA, WV, and TN. We do not prepare individual income tax returns or provide general bookkeeping.
From audit representation to refund recovery — handled by former state auditors.
We have the resources, statutory knowledge, and front-line audit experience to help your business pay the right amount of state tax. Whether you received a Department of Revenue audit notice, need monthly use tax review, or operate a manufacturing, mining, or quarry facility that may have overpaid tax on equipment and utilities, our team manages the process directly.
- Sales & Tangible Personal Property Tax Audit Handling (All Businesses)
- Sales, Use & Property Tax Refund Recovery (Manufacturing, Mining & Quarries)
- Monthly Use Tax Calculations, Severance Tax & AP Training Seminars
State audit procedures are detailed. Having former state auditors on your side levels the field.
State revenue departments rely on detailed sampling methodologies, strict exemption certificate documentation, and statutory look-back rules. Because our founders served as Kentucky state tax auditors, audit supervisors, and district managers — supported by on-staff legal counsel — we know how audits are conducted and what documentation holds up.
- Direct representation — we correspond with taxing authorities on your behalf
- Contingency fee option for eligible refund recovery engagements
- Serving businesses of every size across KY, IN, VA, WV, and TN
Who you work with — and what happens after you reach out
Founded in London, Kentucky in 2007, George & Company brings former Kentucky Revenue Cabinet / Department of Revenue audit leadership together with in-house legal counsel. We are an independent private consulting firm (not affiliated with the Kentucky Department of Revenue).
Doug George
President & CEO
Former KY Revenue Cabinet Tax Auditor (1979–2001) & Audit Supervisor in Hazard & Corbin (2001–2007).
Scott George
Chief Operating Officer
22 years as KY State Tax Auditor; former District Manager, Corbin Taxpayer Service Center, KY DOR (2008–2012).
Tyler D. George
General Counsel
On-staff General Counsel; UK College of Law graduate overseeing audit protests and tax litigation.
What to expect when you request a consultation
A straightforward, confidential process designed for business owners, CFOs, controllers, and plant managers.
1. Direct Conversation with a Senior Consultant
You speak directly with Doug George, Scott George, or Tyler D. George — never a call-center intake script. We discuss your industry, whether you have an active audit notice or deadline, and what questions prompted you to reach out.
2. Preliminary Scope & Eligibility Check
We clarify which services fit your business. Sales and property tax audit defense, monthly use tax filings, and AP training are available to any business; refund recovery studies are dedicated to manufacturers, mining operations, and rock quarries.
3. Clear Engagement Terms Before Work Begins
Before you share financial records or we contact taxing authorities, we agree on a written scope of work and fee structure — contingency-based for eligible recovery reviews, or clearly scoped project/retainer pricing for audit defense and compliance.
4. Document Review, Representation & Ongoing Support
Once engaged, we examine the relevant purchase records, utility studies, asset listings, or audit schedules, handle correspondence with the Department of Revenue, and keep your team informed at every stage.
Straight answers before you reach out
What does a Kentucky sales and use tax consultant do?
We help businesses pay the right amount of state sales, use, property, and severance tax — representing companies during Department of Revenue audits, conducting validation studies to document and claim overpaid tax for eligible industrial operations, reviewing monthly invoices for accurate use tax filings, and training accounts payable teams.
When should a business seek sales or property tax audit assistance?
Ideally as soon as you receive an audit notice or initial records request — before submitting sample periods, signing statute waivers, or agreeing to preliminary schedules. Early representation helps organize records properly and ensures exemptions and offsetting overpayments are documented from the start.
How does a tax recovery review differ from a guaranteed refund?
Identifying a potential exemption area is not the same as establishing legal eligibility. A recovery review is a factual examination of your actual invoices, utility consumption, fixed-asset records, and tax returns against Kentucky statutes. Refunds depend on what the documentation supports and on approval by the taxing authority.
Can George & Company work alongside our existing CPA or accounting team?
Yes. We do not replace your CPA firm or internal accounting staff. General CPAs typically focus on federal and state income tax and financial reporting; we work alongside them as specialists in Kentucky sales, use, tangible personal property, and severance tax.
Contract us once. We answer your questions forever.
Once you contract us for a sales tax recovery, we continue providing answers to all of your tax questions at no further charge — forever. Our relationship doesn't end when the recovery does.
Want to organize your thoughts before speaking with a consultant?
Use our 2-minute Preliminary Consultation & Opportunity Checklist to summarize your industry, state footprint, and audit or overpayment questions — and see which records are helpful to gather before our call.
Facing an active audit deadline? Call (606) 682-2986 or use our direct contact form instead.
Clarify Discussion Topics
Identify which Kentucky exemptions, use tax rules, or audit procedures apply to your situation
Records Preparation List
See which invoices, utility studies, or asset schedules a consultant typically reviews
No Unverified Guesses
Provides structured preparation topics — actual tax conclusions always come from a human consultant
The Kentucky Sales, Use & Property Tax Audit Checklist
A practical preparation guide prepared by our former Kentucky state tax auditors — covering common overpayment areas, records auditors ask to see first, and statutory filing and refund deadlines.
- 7 areas where Kentucky manufacturers, miners, quarries, and businesses often overpay or misclassify tax (with KRS references)
- Records Department of Revenue auditors request first — and how to review them before responding
- Key statutory deadlines, including Kentucky's 4-year refund look-back rule (KRS 134.580) and 60-day protest window
Need direct help now rather than a checklist? Request a Free Consultation.
Ready to discuss your Kentucky tax situation?
Request a free, no-obligation consultation with a senior consultant. We'll review where you stand and explain your options clearly.