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Determine scope of work to be delivered
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Identify Engagements
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Businesses routinely overpay sales and use tax on their purchases. Refund reviews identify purchases where sales tax has been improperly charged and paid to vendors or where use tax was improperly accrued and remitted by the organization to the taxing authority. We examine available exemptions to ensure they are used to their fullest extent and review related records for inadvertent errors. If we identify overpayments, we prepare documents and schedules necessary to pursue refunds from vendors or through filing state tax refund claims. Usually, no fee is due until the business realizes a return.
Potential Recoupment of Overpaid Sales and Use Tax
Sales Tax Refund Reviews
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Reviewing previously filed income and franchise tax returns can help to determine whether all the available income and franchise tax credits were properly reflected on returns. If credits were overlooked or underutilized, we can file refund claims and ensure these credits are properly reflected on subsequent tax returns. We also can perform a “green credit” review for programs to help support ESG efforts. No fee is due unless we find money for you.
Overlooked Credits May Result in Refunds
Tax Credit Refund Reviews
A comprehensive review of your state tax position, state tax returns and structure could result in the identification of refunds, prospective return filing opportunities and structural alternatives that could generate cash savings. We focus on filing options, gross receipt taxes and franchise taxes. No fee is due unless we find money for you.
Immediate and Recurring Refund Opportunities
Income Tax Return Reviews
We use proprietary processes and procedures to conduct property tax assessment reviews to determine reduction opportunities that may enable you to generate above-the-line tax savings and lower your effective property tax rate. Available services include property tax appeals, identifying advantageous filing positions, and helping to take advantage of early payment discounts. No fee is due unless we find money for you.
Potential Tax Savings Generation
Property Tax
Assessment Appeals
We can help identify tax credits and incentives for which your company may qualify when considering expansion projects. This includes assisting with:
Prospective Identification of Tax Credits & Incentives
Negotiated Incentives
Procuring cash grants, income tax credits, sales and use tax exemptions, property tax abatements, payroll tax rebates and low-cost financing.
Performing an incentives review for utility/electricity incentives for existing facilities for manufacturing companies.
Site selection and evaluation based on business objectives.
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Businesses routinely overpay sales and use tax on their purchases. Refund reviews identify purchases where sales tax has been improperly charged and paid to vendors or where use tax was improperly accrued and remitted by the organization to the taxing authority. We examine available exemptions to ensure they are used to their fullest extent and review related records for inadvertent errors. If we identify overpayments, we prepare documents and schedules necessary to pursue refunds from vendors or through filing state tax refund claims. Usually, no fee is due until the business realizes a return.
Potential Recoupment of Overpaid Sales and Use Tax
Sales Tax Refund Reviews
Reviewing previously filed income and franchise tax returns can help to determine whether all the available income and franchise tax credits were properly reflected on returns. If credits were overlooked or underutilized, we can file refund claims and ensure these credits are properly reflected on subsequent tax returns. We also can perform a “green credit” review for programs to pay for and support ESG efforts. No fee is due unless we find money for you.
Overlooked Credits May Result in Refunds
Tax Credit Refund Reviews
A comprehensive review of your state tax position, state tax returns and structure could result in the identification of refunds, prospective return filing opportunities and structural alternatives that could generate cash savings. We focus on filing options, gross receipt taxes and franchise taxes. No fee is due unless we find money for you.
Immediate and recurring refund opportunities
Income Tax Return Reviews
A comprehensive review of your state tax position, state tax returns and structure could result in the identification of refunds, prospective return filing opportunities and structural alternatives that could generate cash savings. We focus on filing options, gross receipt taxes and franchise taxes. No fee is due unless we find money for you.
Immediate and recurring refund opportunities
Income Tax Return Reviews
Performing an incentives review for utility/electricity incentives for existing facilities for manufacturing companies.
Site selection and evaluation based on business objectives.
u
u
