Our Services

Sales & Use/Excise/Property Tax

• • Review all in-statute sales/use/property/excise tax payments and returns.
  • Handle all situations arising from audit by any taxing jurisdiction for the above-named taxes. Including meetings and hearings pertaining to any proposed adjustment arguments.
  • Review vendor invoices for taxability errors, overcharges, and proper tax procedures to determine amounts to be returned to Client.
  • We can review and file monthly use tax accruals if requested by clients to ease stress on accounting staff of large companies.
  • Research and accumulate the necessary documentation to apply for refunds and to document state and vendor tax credits to be taken by Client.
  • Apply for state tax refunds and vendor and tax credits and monitor their status. Provide periodic status reports to designated personnel.
  • As our study reveals that future savings for Client will be generated by procedural changes, George & Company will submit appropriate recommendations to you.
  • Upon review completion a report of findings will be submitted including an analysis of major areas of overpayment/underpayment.
  • Provide recommendations that lead to enhanced compliance procedures.
  • Counsel designated personnel to provide valuable training experience regarding “grey” or easily misinterpreted areas.
  • Provide Client with sales/use tax “Smart Chart” matrix for ease of use by purchasing and accounts payable staff when making taxability decisions.
  • Provide continuing phone consultation/tax research to personnel after project completion by George & Company. As a contracted client, there will be no charge for routine questions, taxability determinations and emails FOREVER.