Our mission is to save and recover specific costs and expenses for our clients in an efficient and timely manner while minimizing the clients’ risk. We are a full-service sales/use tax firm with over 40 years of experience working for national cost containment and consulting companies, with over $700 million in refunds recovered. We work with over 3,000 clients in a variety of industries on refund reviews and claims, audit defense, and consulting.
Our professional staff, comprised of former state auditors, “Big 4” tax specialists, and corporate tax professionals, has a long history of sales and use tax experience on a multi-state basis. In addition, since our staff’s sole concern is sales tax, we are prepared to handle virtually any issue arising under this form of taxation. We focus on areas where our clients have limited resources and take on all the risk – We perform our work without any interruption to you and your staff and we assume all up front costs (including legal and expert witness) if we are unsuccessful in obtaining a refund.
We do both the “grunt” work and we develop issues – While we roll up our sleeves and search through comprehensive invoice detail for all refund opportunities available to our clients, we also have an unprecedented track record of issues we’ve developed and successfully won at State Supreme Court and District Court levels across the US. Commitment to client success and satisfaction – We are confident in our ability to add value to your organization and we back this up by guaranteeing all of our work.