STATE AND LOCAL TAX AND FINANCIAL SERVICES

SUTRA

We assist clients with sales/use tax recovery services. In some cases, we perform a broad based review of our client’s purchases to identify any potential exemptions or exclusions that may provide a refund opportunity. In other cases, we focus on one specific transaction or vender tax collection decision that we’ve developed technical analysis to support non-taxable treatment.

We perform these services using the following process.

I. Discovery

We will ascertain the probability of overpayments of sales/use taxes and estimate materiality and risks of pursuing sales and tax refunds.

II. Identification/Documentation

We will perform identification tasks including analysis of vendor refunds, preparation of technical memorandum for filing refund claims.

III. Recovery/Representation

We will prepare tax refund requests and represent you through the final resolution with all vendors and/or state and local taxing authorities.


Contact us to learn more

Phone: (714) 434-6700
Fax: (714) 640-8645