• Client “R” – We assisted this client who had sales into multiple states with nexus due to both economic nexus and sales activities. We provided nexus analysis, registrations and voluntary disclosures to bring them into good compliance standing and to clear liability exposure.

  • Client “S” – We assisted this client who unknowingly had nexus in many states. A new entity was formed to collect tax correctly prospectively, hence eliminating additional exposure.

  • Client “F” – We revamped the AvaTax implementation to correct tax types, nexus, and similar issues. We have performed registrations and established sales tax compliance for acquired operations. We provide outsourced sales tax compliance services including handling of audits.

  • Client “S” – We assisted with the initial purchase of Avalara software through the complete implementation of this software to enable correct collection of sales taxes and maintenance and application of exemption certificates.

  • Client “C” – We implemented AvaTax to integrate with the billing system and for filing of returns. Prior to that, we analyzed nexus, and performed registrations and voluntary disclosures as needed.


  • Client “M” – We analyzed the nexus profile of this company, then researched whether or not their electronically delivered services were taxable in states in which they appeared to have nexus.

  • Client “W” – We collaborated with this company to establish a purchasing company. This maximizes the rebate of local tax that they qualify for in AR.

  • Client “K” – We collaborated with this multi-state contractor to establish a purchasing company. This eliminated situations where materials were subject to taxation in more than one state, or where exemptions were lost because of interstate usage of items purchased, and maximized the rebate of local tax provided in AR.

  • Client “V” – We applied for reduced rate status for tax on utilities used in manufacturing in AR.  We also provided training to company personnel in taxability of purchases, including claiming of the local tax rebate.

  • Client “I” – We reviewed company’s purchases and recovered about $73K in sales tax paid on electricity used in manufacturing and other exempt purchases. We helped them put in place the manufacturing exemption with their utility provider.

  • Client “N” – We coordinate the filing of their returns in 45 states via a third party service, ensuring that data is uploaded, and reviewing and approving returns for accuracy. We review various tax notices including sales and use tax, withholding tax, income tax, etc. to coordinate with the various service providers to ensure that all tax matters are properly handled.

  • Clients “P”, “C” and “S” – We successfully appealed denials by the Oklahoma Tax Commission of Manufacturer’s Sales Tax Exemption Permits for these clients and secured the MSEPs that they needed.


  • Client “S” – State asserted that tax was due on certain services. We successfully asserted that this assessment was erroneous. State also aggressively sought to have client sign excessive statute waivers and sampling agreements on a very small population of sales. This audit ended with no tax due.

  • Client “I” – State assessment was based on disallowance of exemption certificates. We collected correct certificates and argued successfully that others were valid as presented. The audit was reduced from $235K to $93K.  We assisted with the completion of AvaTax implementation and going live.  We reviewed purchases and recovered about $70K in overpaid sales tax.  We trained company personnel to properly claim the manufacturing exemption on purchases.

  • Client “E” – State assessment was based on disallowance of exempt sales. We assisted the client in compiling documentation that established over 91% of the assessed sales were truly not taxable. The audit assessment was reduced from $1,255K to $108K.


  • Client “G” – We perform monthly review of purchases and are achieving real time savings by avoiding payment of tax on equipment, utilities, services, and chemicals that qualify for exemption from sales tax. The strategies that we utilize to reduce the amount of local taxes and claiming exemptions in real time have produced savings of approximately $1M in the past two years. We recovered over $1.5M in overpaid tax on purchases in LA and TX.

  • Client “B” – Reviewed past purchases and recovered over $1M in sales tax from overpayments on purchases.

  • Client “O” – Performed monthly review of purchases during a period of active drilling of wells in Texas, achieving savings of about $90K per well in real time by avoiding payment of tax on equipment, utilities, services, and chemicals that qualify for exemption from sales tax. We also utilized strategy to reduce the amount of local taxes incurred.

  • Client “A” – Reviewed past purchases and recovered over $560K in sales tax from overpayments on purchases.  We also assisted company personnel in recovering over $200K in fuel tax overpayments.


  • Client “E” – We assisted this client with application and approval into the Oklahoma Quality Jobs program, including securing approval of an MSEP which had been previously denied. We file quarterly OJP rebate claims to maintain compliance and to maximize rebate benefits.

  • Client “N” – We informed this high-tech firm of opportunities to participate in three programs in Arkansas, including an R&D credit equal to 33% of qualified wages for five years (with the credit being monetizable), sales tax refund, and income tax credit program. We worked to secure applications and approval of participation in all three programs.