Refund Claims & Reverse Audits

Do you know or suspect that your company overpaid sales or use tax? With refund claims and reverse audits, we can help you get your money back with a sales tax refund, in most cases with interest.

RefundClaim-IconDo you know or suspect that your company overpaid sales or use tax? With refund claims and reverse audits, we can help you get your money back with a sales tax refund, in most cases with interest.
We love getting money back for our clients. As former auditors, our consultants know how to ferret out overpaid taxes, build a case for your sales tax refund, compile evidence, and file the necessary documents with the state. If your sales tax refund claim is denied, we’ll take it through the administrative protest process and fight to overcome the denial. If necessary, we can proceed to court on your behalf, or provide sales tax litigation support to your counsel.

Oftentimes dealing with the Board of Equalization or other state taxing agency for a claim for refund can be an arduous process. Our sales tax experts can remove the administrative burden from your business and work with the Board of Equalization or other state taxing agency to make sure your claim for refund is completed in an expedient manner, with a maximum recovery.

Our sales tax consultants are experts in performing reverse audits. Frequently, when the Board of Equalization or other state taxing agency performs an audit, the focus turns to areas where sales taxes may not have been paid or have been underpaid. Our sales tax experts take the opposite approach in a reverse audit. We look for areas where tax has been overpaid or should not have been paid at all. We work with the Board of Equalization or other state taxing agency to file a claim for refund and get back the taxes that were never due in the first place.

We also offer a free review of your recent payment of taxes made as a result of an audit assessment. Our sales tax experts can often uncover overlooked audit errors and overpayments that result in substantial refunds of overpaid amounts.

In most cases, our company will offer the option of completing your reverse audit and/or refund claim on a contingency basis. If your company doesn’t get money back, you’ll pay us nothing!

Our sales tax experts have been successful in recovering significant refunds and credits on behalf of hundreds of businesses in a variety of industries, including: medical device and equipment suppliers, construction contractors, hospitals, manufacturers, retailers, and service providers. We look forward to the opportunity to work with your business to help maximize your sales tax refund!


 

Industry: Medical Devices
Procedural Summary: Prepared and Filed Refund Claims

Medical DevicesRefund: Over $1,000,000 to date

Our client, a lessor and retailer of medical equipment throughout the United States, engaged us to perform a multistate sales and use tax compliance review. Our client had previously relied upon their own in-house accounting department for sales and use tax compliance purposes, but turned to us when their nationwide activities increased. During the multistate compliance study, we identified tax refund opportunities in a number of different states. We were subsequently hired on a contingency basis to recover the overpayments from states throughout the nation. Every claim for refund we filed with every state was granted in-full.

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