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Recorded on July 26, 2018

Transaction Tax

Recover erroneously paid taxes, minimize exposure, reduce audit risk and reallocate internal resources to higher value-add initiatives, with assistance from our transaction tax team. We partner with you, helping your team adapt to a constantly changing transaction tax landscape caused by a volatile mix of changing technologies, new ways of doing business, marketplace preferences, and tax laws that are often archaic. Our experts’ broad perspective gained from working with a diverse client mix in jurisdictions across the country can produce results for your company in the areas of:

  • Sales & use taxes
  • Business, professional, & occupational taxes
  • Gross receipts taxes
  • Miscellaneous local taxes and levies
Comprehensive Solutions

Our comprehensive solutions can help you realize tax refunds relating to missed exemptions or overpayments and preserve future profits through exposure analysis, or audit and appeal representation with a level of service that strives to exceed your expectations. We transfer our knowledge as we perform our services to ensure that our work will produce savings long after our project is complete.  Our areas of expertise include:

  • Audit Defense and Appeals Tax Recovery Projects (Reverse Audits)
  • Nexus Surveys
  • Voluntary Disclosure Agreements
  • Taxability Matrices
  • Transactional Planning
  • Buy-side Due Diligence
  • Tax Technology Implementation Assistance
  • Direct Pay Permit/Effective Rate Agreements
  • Gross Receipts Sourcing
Serving Middle Market to Global 1000 Companies

We serve middle market to Global 1000 companies across the country in the following industries:

  • Transportation
  • Manufacturing
  • Defense Contracting
  • Finance
  • Pharmaceutical & Biotechnology
  • Electric Utilities
  • Retail
  • Hospitality
  • Real Estate

Results include multi-million dollar refund claims as well as seven figure assessment reductions leading to net refunds.  We have saved our clients millions in potential exposure by assisting in proper registration as well as developing matrices and assisting in the implementation of automated tax solutions.


Reduced a $12.5 million sales and use tax audit assessment to less than $1 million through audit defense.

-Life Sciences Company

Featured Case Studies

Transaction Tax

International Biotech Firm

Results: $1.7 million in tax refunds
Services: Manufacturing Exemptions and Refunds
Transaction Tax

Lodging REIT

Results: Turned a $1.3 million assessment into a $54,000 refund
Services: Audit Defense

Related Resources


Three Sales Tax Exemption Certificate Pitfalls


Taxing the Hospitality Industry

Are you Paying Excessive State and Local Taxes?

Experts Who Perform This Service

Ed Ben

Senior Director, State & Local Tax

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