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    720 Providence Road, Malvern, PA 19355
Phone: 610.647.5767
Fax: 610.647.5717
 
       
 

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HOME ABOUT US SERVICES CLIENTS LINKS TEAM CAREERS CONTACT US
     
  Sales Tax Review  
  Sales Tax Audit Representation  
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  On Demand Help Desk  
  Sales Tax Compliance Services  
  Nexus Studies and Voluntary Compliance  
 
Services
 

Sales Tax Review.
No matter what business you are in, your company is probably overpaying sales tax and even relatively small overpayments will, in a few years, add up to sizeable amount of cash.

Fact is, most companies – because of the sheer volume of transactions and the specialized knowledge needed to check for all available exemptions – routinely overpay their sales tax. And every one of them deserves a refund.

We specialize in conducting on-site Sales Tax Payment Reviews and in securing refunds. We start by reviewing accounts payable records and identifying any overpayments. Then we handle all the details of getting cash refunds. And because we spend plenty of time on the details up-front – and know the ropes – getting the refund from the State is a surprisingly straightforward process.

SALES TAX REVIEW – PHASES
Initiative Work Effort and Deliverables
   Evaluation    Identify refund opportunities
   Identify sales tax refund opportunities
   Identify sales tax minimization strategies
   Refund Review    Gather and analyze documentation
   Document tax-technical positions
   Prepare and submit petitions for refunds
   Expedite and administer refund petitions and secure cash refunds
   Process Improvement    On-the-job training for Staff
   Permanent savings – no fee
   Specific recommendations
   Improved internal control and documentation
 


To sum up: We identify overpayments. We secure refunds. We set up sales tax minimization strategies. We hold a sales tax seminar for the client’s managers and accountants. We give them summaries of critical tax rules. We provide on-the-job training in sales tax matters. We provide on-going, on-demand technical assistance to clients at no additional fee.

 
    Mark W. Cox, Managing Director
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