Audit Representation

We reduce a client’s tax obligations, including penalty and interest, and recover tax overpayments by vigorously reviewing the taxing authority’s audit adjustments and uncovering tax exemptions and credits available to the client.  We also represent the client during the appeals process and provide litigation support. 

Tax Credit Retrieval

Our auditors perform on-site and/or off-site review of tax payments to vendors and taxing authorities.  We recover tax overpayments by utilizing all available state tax exemptions and credits. 

Sales/Use Tax Compliance Review

We analyze the client’s tax accounting system, look for systemic problems, and recommend procedures to improve the client’s compliance with state sales and use tax laws.  We also train the client’s designated personnel on taxability issues that are industry and company specific. 

Unclaimed Property

We review the accounting records and procedures, verify and minimize unclaimed property obligations, file unclaimed property reports, and represent clients during a state or third party audit.

Services are provided before, during or after a taxing authority’s compliance audit.