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Call (866) 681-2140
Call (866) 681-2140
Direct representation, not advice from the sidelines.
You bought equipment, software, materials, or services for the business and paid sales tax on the invoice. Part of that tax may never have been owed. Vendors apply tax by default, and they apply it to plenty of purchases that qualify for an exemption, get billed in the wrong state, or get taxed twice.
The money is recoverable, but not indefinitely, and the deadline varies by state. California sets it at the later of three years from the return due date or six months from the date you overpaid; Texas allows four years from the date the tax was due. Sales tax recovery services find those overpayments before the window closes and file the claims that bring the money back.
Reverse audit of purchase records. Invoices, fixed-asset additions, and use-tax accruals reviewed line by line for tax that was charged but not due.
Exemption review. Purchases tested against the resale, manufacturing, and research exemptions the vendor did not apply at the register.
Refund claim preparation and filing. Each dollar is documented with the invoice and the exemption basis, then filed with the right state authority.
Vendor and accrual correction. The same overpayment is stopped at the source so it does not keep repeating.
Multi-state coordination where purchases span several states, each with its own exemptions and its own deadline.
We take your purchase and fixed-asset records for the open periods and run them against the exemptions that apply to your industry. Most recoverable tax sits in a few recurring vendor categories, so the review concentrates there first.
Each overpayment is documented with its invoice and exemption basis, then assembled into a refund claim for the correct state. Weak items get cut, so the claim that gets filed is the one that holds.
We file, answer the state's questions, and push the claim to a decision. If the state denies part of it, there is a fixed window to contest, and we handle that step.
Recovery work is judged on one number: how much came back.
Most overpayments cluster in routine purchases: software, production inputs, and goods bought for resale, where the vendor charged tax because applying the exemption was the buyer's job, not theirs. Because the claim window is fixed, every year you delay forfeits a year of recoverable tax.
Cost depends on the volume of purchase records to review, the number of states involved, and whether it is a one-time reverse audit or an ongoing review built into your process. We quote after a short look at your purchase volume and the states in play, so the fee matches the actual work.
Once a period ages past the claim window, the overpaid tax is gone, whether or not anyone ever caught it. The review only reaches back as far as the open periods allow, so every quarter you wait is a quarter of refunds that drops out of reach.
You do not need to know which purchases were overtaxed before you reach out; we can do that for you. A first look at your records tells us whether there is enough recoverable tax to pursue, and if there is not, we will say so instead of running up a review.
Send us a sense of your purchase volume and the states you operate in, and we will tell you whether there is money worth reclaiming.
