Business owners know the complexities of sales tax management but could still miss out on potential refunds and savings. A sales tax refund review thoroughly examines past sales and use tax transactions to identify overpayments, missed exemptions, and refund opportunities. It’s a proactive approach to ensure businesses optimize cash flow and maximize available tax savings. Businesses that obtain a refund review can expect benefits like:
- Recovering overpaid taxes
- Identifying missed exemptions
- Increasing cash flow
- Mitigating future risks
- Customized recommendations
Our sales and use tax professionals have significant experience with various industries, including those with substantial sales tax obligations. We work closely with clients to address their tax needs and provide them with as many tax savings as possible.
Learn more from Bryan Valencia, tax partner, and Orges Lleshaj, sales and use tax senior manager, by watching the recorded session from the Financial Executives Networking Group (FENG) below.
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Calvetti Ferguson works with middle-market companies, private equity firms, and high-net-worth individuals nationwide. Regardless of the complexity of the compliance, assurance, advisory, or accounting need, our team is ready to help you. Please complete the form below, and we will follow up with you shortly.