A ledger of wins, measured in dollars returned.
Real outcomes from real engagements. Client identities are kept confidential — the results speak for themselves.
A multi-location manufacturer was overpaying use tax on exempt production equipment. Our validation study uncovered years of overpayments and we recovered the refund in full.
A wholesale distributor faced a steep proposed sales tax assessment. We represented them before the Department of Revenue and cut the liability by more than three quarters.
A surface mining operation had paid use tax on exempt extraction and processing equipment. We identified the pattern, filed the claims, and returned the overpaid tax to their bottom line.
By stepping in early on a routine audit, we resolved the matter with no penalties and no interest — saving the client both money and months of stress.
Every client works directly with an experienced consultant. We personally correspond with taxing authorities so you never face the state alone.
Combined experience auditing and administering state taxes means we know how the state thinks — and how to protect you from it.
Figures shown are representative of the types of outcomes we pursue for clients. Actual results depend on the specifics of each engagement.
What could we recover for you?
Get a no-obligation review of your current sales and use tax position. We'll show you exactly where you stand.