Our Services

Tax RecoveryAudit ReductionFuture SavingsShow All
Tax Recovery Services
Services review historical tax payments or audit assessments to identify overpayment or unclaimed credits, and then claw-back the savings
Audit Assistance
Services assist clients to manage, respond to, and resolve state audits, including pre-audit planning, sampling, product taxability, managed audits, etc.
Sales & Use Tax Reverse Audit
We establish the best way for you to realize savings
Sales & Use Tax Savings
Nexus Evaluations & Compliance
Services assist clients to understand filing responsibilities, evaluate risks, and manage registration and compliance
California Employment Training Panel Funds
Services to apply for and secure state funding for vocational training of business employees
Dropshipping Taxability
Navigating the tax implications of dropshipping.
Research & Development Tax Credits
Services to identify, document and claim Federal and State credit for qualified research activities
Employee Retention Credit
Services to identify, document and claim refundable payroll tax credit for wages paid during periods affected by COVID
Federal Empowerment Zone Tax Credits
Services to identify eligible employees including credit analysis and computation
Federal & State Excise Taxes
Assists clients to recover excise tax, including fuel tax exemptions or exclusions (off-highway) and other communication taxes
Settlement Negotiations
Client eligibility evaluation, tax deficiency analysis, strategy development, and representation including payment negotiation
California Competes Tax Credit
Services to apply for and secure CA income tax credits for businesses relocating or growing in CA
L.A. Business City Taxes
Compliance and audit assistance services with Local Business Tax programs, including the Los Angeles City Business Tax
Credits & Incentives
Services to identify, apply for, document and claim the benefit of Federal, State & Local incentives and credits
Quarterly Tax Reviews
Real-time review of tax to be reported, correction processing (net reported) and training / taxability updates
Compliance & Product Taxability
Initially developed to support healthcare, services assist clients to develop and maintain jurisdiction product purchasing taxability, including vendor billing reconciliations
Data Analytics & Sampling
Assistance to manage state Computer Assisted Audit programs
Job Training Incentives
Assists clients to qualify for and secure incentives for relocating to or expanding operations within a tax jurisdiction
Sales and Use Tax Compliance
Reporting transactions and paying taxes to each state or local jurisdiction as required.