Our Services

Sales & Property Tax Recovery

For manufacturers, mining operations, and rock quarries — we find the overpayments hidden in your filings and recover them.

Most manufacturers, mining operations, and rock quarries in Kentucky overpay sales, use, and property tax without ever knowing it. George & Company performs a detailed validation study of your filing history, pinpoints overpayments, and files the refund claims that recover those dollars. Our refund recovery work is focused exclusively on manufacturing, mining of any type, and rock quarries.

Who we recover refunds for

Our sales, use, and property tax refund recovery work is dedicated to manufacturers, mining operations of any type, and rock quarries — industries where overpayments on equipment, utilities, and materials are common and substantial. (Sales tax and property tax audit defense, by contrast, is available to any type of business.)

How our recovery study works

We review your purchase records, fixed-asset listings, and prior returns to identify tax paid in error — on exempt purchases, misclassified items, and overlooked credits. Our findings are documented to the standard the Department of Revenue requires for refund approval.

Refund claims filed and processed for you

We prepare, file, and manage your refund claims from start to finish, corresponding with the Department of Revenue and responding to follow-up requests so claims are processed in a timely fashion.

No savings, real results

Because much of our recovery work is structured around the savings we find, our incentives are aligned with yours — we focus on putting real money back on your bottom line.

Ongoing consultation — at no further charge, forever

When you contract us for a sales tax recovery, the relationship doesn't end when the refund lands. We continue providing answers to all of your tax questions at no further charge, forever — keeping your tax position optimized, monitoring changes in Kentucky tax law, and minimizing future liability and audit exposure as your business evolves. This ongoing consultation is included only with a sales tax recovery engagement.

Frequently asked questions

How far back can we recover overpaid Kentucky tax?

Kentucky allows refund claims within a statutory look-back period. We review your eligible history and file claims for every period still open.

What kinds of overpayments are most common?

Tax paid on exempt manufacturing equipment, misclassified purchases, and unclaimed credits are among the most frequent overpayments we recover.

Is the ongoing consultation really free forever?

Yes. Once you contract us for a sales tax recovery, we answer all of your tax questions at no further charge for as long as you need us — it's included with your recovery engagement.

Ready to protect your bottom line?

Get a no-obligation review of your current sales and use tax position. We'll show you exactly where you stand.