Sales & Use Tax Recovery
We review past purchases for tax paid in error and file for your refunds.
Signs You've Overpaid
Why It Gets Missed
Vendors charge tax by default.
When an invoice includes tax, most vendors don't check whether your purchase qualifies for an exemption.
Exemption certificates lapse.
Certificates expire or never reach new vendors, so exempt purchases start getting taxed again.
Rates and rules keep changing.
Thousands of state and local jurisdictions set their own rates, and the same item can be taxable in one state and exempt in the next.
AP pays what's billed.
Accounts payable checks invoices for accuracy and speed, not tax eligibility, so overcharged tax rarely gets questioned.
Use tax gets paid twice.
Self-assessment and vendor billing don't always line up.
State audits focus on what you owe.
Finding what you overpaid is usually up to you, and refund windows close over time.
What We Recover
Sales tax charged on exempt purchases, such as manufacturing machinery, equipment, and materials used in production
Tax on utilities consumed in production, where a state exempts them
Tax charged at the wrong rate or for the wrong jurisdiction
Use tax self-assessed on purchases where the vendor already charged sales tax
Tax charged on nontaxable parts of an invoice, like certain delivery or installation charges
Tax charged on purchases for resale
Tax on items shipped to, or used in, another state
Use tax self-assessed in error