The utility bills required to run your business operations, namely electricity, gas, and water costs, can add up and turn into a significant financial burden.  

Fortunately, qualifying businesses may be able to receive a partial or full exemption from paying sales tax on utility consumption that can help boost your cash flow and drive down operating costs. Securing a utility sales tax exemption, however, can be a complicated process due to the complexities of various state-level requirements, some of which include a study from an industrial engineer.  

Secure sales tax savings for your business with guidance from our tax and licensed engineering professionals. We can help assess your eligibility, qualifying opportunities, and manage the complex requirements of the exemption—so you can stay focused your business.

Leverage Savings Opportunities

If your business has high utility bills, is expanding or renovating, or has large-scale operations, those might be the first indications you’re eligible for a utility sales tax exemption. Certain businesses, facilities, or industries that often qualify include, but aren’t limited to:

• Manufacturing companies
• Food and beverage processing companies
• Agricultural facilities
• Data centers
• Multi-family complexes
• Assisted living facilities

Exemptions can be applied to new or existing facilities with opportunities for retroactive savings on your past utility sales taxes.

Comprehensive Support to Navigate the Exemption

Our tax and engineering professionals have the experience and resources to help you determine your eligibility and help you navigate the unique nuances of your business and your state’s regulations.

How the Process Works

• Understand local regulations. Identify if your business is a candidate for the exemption.
• Apply for the exemption. Many states require a utility study to be conducted with the application, a process our professionals are deeply versed in.
• Document utility usage. Our licensed industrial engineers go on-site and document your utility use and key opportunity areas, and to get a better understanding of your facility’s floor plan.
• Identify eligible utilities. Depending on the nature of your business, certain utilities might provide more savings opportunities.
• Calculate potential savings. After you meet eligibility and documentation is completed, our professionals can help you apply the exemption—potentially both moving forward and retroactively.
• Stay informed on potential changes. As state laws change, so can your exemption status. Our tax professionals can provide valuable insights on new opportunities, compliance challenges, and more.

Expansive Tax and Engineering Expertise

Deeply immersed in more than 30 industries, our professionals have significant experience guiding organizations to successfully claim tax exemptions and opportunities. We provide solutions specific to the nuances, challenges, and operations of the sector in which you work—while customizing plans to meet your unique needs.

Matching tax professionals familiar with your state’s regulations as well as licensed engineers who understand the utility use and complexities of business facilities like yours, our team can provide end-to-end support throughout the exemption process.

Our one-firm approach allows your businesses to tap into the full resources of our firm, integrating guidance related to integral support areas to pursue other tax exemptions and savings opportunities.