Sales & Use Tax Appeals
Managing Sales and Use tax is a complicated process requiring expert knowledge and devoted resources to make sure your business is compliant with all state and local tax mandates. The Brennan Group offers a wide range of sales and use tax services. Read below to discover the many ways you can save on your indirect taxes.
86% Success Rate
Over $10 Million in Savings
26 States Worked
A Sales and Use Tax Success Story
$56,021 in found money
“The Brennan Group’s technical advice and service delivery rates among the best in our SALT professional network.”
Rodney H. Gingrich
Graham Packaging Company
Refund and Exposure Review
The Brennan Group identifies all transactions on which you paid sales or use tax when you didn’t have to, based on the item’s exempt status. There are several issues that can impact the taxability of purchased items, including specific industry tax law changes, senate bills, court cases, and letter rulings that many manufacturers are not aware of or have not implemented. This unknowingly results in sales and use tax overpayments. The Brennan Group will identify all exemptions and tax law changes that apply to your business and identify and capture any overpayments. The result; refunds that go directly back to your business. At the conclusion of our review, The Brennan Group will provide a Post Compliance Review Booklet that will Illustrate exactly “WHAT IS” and “WHAT IS NOT” exempt and how to correct overpayments moving forward so you can continue to save in the future.
How We Work
Compliance Analysis and back-office Compliance Filing
Monthly compliance reporting is one of those routine tasks that, when done incorrectly, can cost a business way too much. Collecting and remitting tax on non-taxable products and services is unfair to your customers and can damage your competitive place in the industry. Not collecting and remitting enough tax puts you at risk with the state auditor.
There are over 60,000 sales and use tax codes and statutes. Every state is different and can make changes on a daily basis. Let us be an extension of your accounting department. We can take this routine task off your to-do list, bring your procedures up-to-current, and make sure you never pay more than you should, or owe big penalties when the auditor presents their findings.
How We Work
Full Service Monthly Reporting
TBG will prepare and remit all sales/use tax returns and payments, for all applicable taxing jurisdictions, according to that jurisdiction’s filing frequency.
An extension of your accounting department
Nexus Study and Evaluation
Each State’s taxing authority requirements are different, and you need to determine whether or not your out-of-state business activities have a sufficient presence to be considered as Nexus in each State. The purpose of the Nexus Review is to determine if your company has a presence in a particular State which creates a requirement to register, file and remit sales & use tax. Depending upon the State, this presence could be determined based on physical or economic presence, a specified amount of sales, or even transporting your product through that State.
How We Work
Our review is designed to first understand the auditor’s position by reviewing all audit work papers and data the auditor used to determine your assessment. We will also familiarize ourselves with your products and services that are under scrutiny by the auditor. We research all statutes, regulations, letter rulings and court cases to determine the legitimacy of the auditor’s claims. TBG will assemble a defense by properly interpreting the case law, along with information from you, to overturn the auditor’s decision and/or reduce the current assessments. We work to offset exposures through overpayment discoveries, and TBG will work closely with your team to define the best approach to handling the auditor and presenting the information that will reduce your assessment.
How We Work
If you’re starting a new business, or expanding into new products, services, or States, you need expert advice on the taxability requirements. Our Research Services provide the answers you need in order to be in compliance in any new venture you undertake. Many businesses who are expanding quickly need assistance with registering their business in a new taxing jurisdiction, and completing exemption certificates for non-taxable purchases and sales. TBG can back-office these one-time projects, freeing up your staff during this busy time. TBG provides assistance with Letter Ruling Request Preparation, and Voluntary Disclosure issues. If it’s Sales and Use Tax question, The Brennan Group is the answer.