Experience

Successful tax challenges (issues) developed and won by our staff

REFUNDS RECOVERED:

$100 million investor owned hospital – $1.2 million refund
$20 Billion National Healthcare Company – over $30 million in sales/use tax refunds
$300 million professional Sports Franchise – over $800,000 sales/use tax refund
$600 million in annual revenue retail bank – over $500,000 sales/use tax refund
$50 million in revenue mortgage insurer – over $200,000 sales/use tax refund
300 bed 5 Star Hotel – over $400,000 sales/use tax refund
$2.5 billion electronic component manufacturing – over $600,000 sales/use tax refund
$100 million casino – over $200,000 sales/use tax refund
$150 million convenience store chain – over $300,000 sales/use tax refund
State Hospital Network consisting of 6 hospitals – over $22 million in sales/use tax refund

AUDIT DEFENSE:

$500 bed luxury hotel – turned $200,000 sales/use audit assessment into $300,000 refund ($500,000 net financial impact)
$1 billion food manufacturer – turned $300,000 sales/use tax audit assessment into $500,000 refund ($800,000 net financial impact)
Multibillion dollar commercial mortgage lender – reduced $5 million sales/use tax audit assessment to $1.2 million refund ($3.8 million financial impact)
Luxury hotel – reduced $2.1 million audit liability into $100,000 liability ($2 million financial impact)
$3 Billion chemical company reduced $800,000 assessment to $150,000 ($600,000 financial impact)