Sales and Use Tax
Identifying and recovering overpayments.
Has your company overpaid its tax liability? If so, Moss Adams can help get those payments returned. Many companies are eligible to recover tax overpayments but lack the resources to determine what is owed to them.
Our sales and use tax specialists review sales, use and other excise tax payments made on past purchases to identify and recover tax overpayments through refunds and credits from taxing jurisdictions or their vendors. This recovery process is performed either on a stand-alone basis or in response to a state audit—almost always resulting in a significant reduction or elimination of the state's proposed audit deficiency. Our professionals have provided consistently successful reviews to companies in every major industry as well as large public entities.
Moss Adams saves companies hundreds of thousands of dollars each year. Here’s how:
- Sales tax collection obligations. We help businesses decide when they should be collecting sales tax on routine and non-routine sales transactions.
- Audit and appeal resolution. We are routinely involved in audit and appeal resolution on behalf of our clients. We manage large audits in multi-state environments, as well as in single location operations. We are also available to administer the “Managed Audit Program” recently implemented by several states.
- Tax refund audits. Tax refund audits can secure refunds for overpayment of sales and use taxes and other local taxes. During the review, we look for missed exemptions or available tax incentive programs to support the refund application and can represent your company throughout the entire audit and refund process.
- Tax planning for major transactions. Through proper planning and structuring of transactions and use of alternate corporate structures in the sales and use tax area, we help companies determine their sales and use taxes on major transactions.
Sales and Use Tax Contacts
Washington
Rachel Le Mieux
206-302-6314
Oregon
Rob O'Neill
503-478-2339
California
Bob Reynolds
916-503-8138
Arizona
David Estrada
480-366-8325
New Mexico
Steve Keene
505-830-6206
