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PROJECT RESULTS

Our results speak for themselves!

 

Below are just a few examples of findings for our clients.  We speak from experience when we say, "the key to recovering overpaid taxes is to have experienced experts review your purchases.  If you haven't had an experienced tax consultant review your purchases for overpaid taxes, then you can't possibly know if you have overpaid or not".  Quite often during our reviews we will also discover an issue that will not only provide refunds on prior periods, but will also provide savings far into the future.  This happens on almost every client we serve.

Manufacturers

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​$26 million dollar a year defense contractor / 1 location - recovered $76,000.

$12 million dollar a year printing company / 1 location - recovered $60,000.

$6 billion dollar a year automotive parts manufacturing company / conducted 3 reviews over 9 years of 1 plant - recovered more than $350,000.  Also, provided energy study which resulted in recovery of $120,000 of sales tax.

$51 million dollar a year manufacturing company / 1 location - recovered $19,000.

$8 million dollar a year manufacturing company / 1 location - recovered $180,000.

Retailers

$7 billion dollar a year multi-state retailer / 225 locations - recovered $3,500,000.

$222 million dollar a year multi-state retailer / 400 locations - recovered $728,000.

$180 million dollar a year multi-state retailer, wholesaler & manufacturer / hundreds of locations throughout North America - conducted ongoing reviews during the last 14 years resulting in recoveries and savings in excess of $1,500,000.

$131 million dollar a year local retailer / 9 locations - recovered $81,000.

$3 million dollar a year retailer /       1 location - recovered $76,000.

Service Businesses

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$700 million dollar a year financial services firm - recovered $372,000.

$4 million dollar a year security services firm - recovered $6,000 that was assessed in error and paid in an audit and also recovered an additional $24,000.

​$40 million dollar a year automotive services company - recovered $180,000 in over paid taxes and have saved thousands of dollars in audit assessments.

Audit Defense

We have saved numerous companies throughout the country hundreds of thousands of dollars in unfair audit assessments.  We are all former auditors and we know how to get assessments reduced.

​Don't go it alone!  Let us review your audit assessment before you pay.  You'll definitely be surprised at how we can help.

Federal Excise Tax

We recovered a manufacturer / distributor more than $60,000 in federal excise tax credits that they were aware of, but didn't think  applied to their business operations.

Sales Tax Return Preparation

Since 1996 we have prepared and filed thousands of sales/use tax returns in every taxing jurisdiction in the country.  We do not use cookie cutter software to prepare returns and there is no software that has to be installed into your systems.  Our sales/use tax return preparation service is custom tailored to meet every client's needs.​

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