Our sales tax department over the years has recouped millions of dollars in “overpayment” of sales tax for our clients. We were asked to enter the sales tax arena upon request many years ago by our property tax clients. During our sales tax review, we want to ultimately do three things: put you in control of the review, and then train your team our findings at the end and transfer that valuable knowledge. Our team has some of the most respected professionals in the business with the expertise to review certain processes to find areas of overpayment.
Sales & Use Tax Services
Recover Lost Revenue
Sales & Use Tax Reviews
Sales tax exemptions are available across the nation for oil and gas and midstream operators. Each state’s tax code can feel like a maze, but our sales and use tax team has years and relevant experience of reviewing the tax code for specific opportunities to recover your tax dollars. Our team specializes in not only recouping a possible overpayment of sales tax but training your team throughout the process.
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No Disruption Review
Our team has the specific oil and gas knowledge that keeps questions to your team to a minimum and us out of your office
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Review
Our team has the ability to do a sampling method review or a full review where we review every single invoice that you have of record
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Industry Experience
We have leaders in our sales and use tax department that have been analyzing invoices for over 30 years within the industry meaning we know exactly what to look for
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The Client Is In Control
We work for our clients, not a fee. Our clients dictate the review and you decide what to pursue after our work is done
Read The Latest Sales Tax Case Study From Our Team
Discover the solutions we provide for our sales and use tax clients through a relevant, real-life case study.
Our Sales Tax Process
01
WE IDENTIFY REFUNDS
We have an extremely sharp department when it comes time to identify your Sales & Use Tax overpayment. With leaders coming from different industries, we have the ability to go industry by industry understanding the uniqueness of each. Our team reviews invoices to determine the opportunity. We will be competitive on fee and welcome the opportunity to bid on your next project.
02
YOU DECIDE
Unlike many other tax firms, we put our client in the driver’s seat when it comes time to file your refund. Sometimes in looking at invoices and through our thorough work, we do find instances where there is exposure or underpayment of sales tax. In that situation, we bring our findings to you and let you decide what we should pursue.
03
WE TRAIN YOUR TEAM
After our work is complete, we train every single one of our clients on our findings so they can begin to identify these types of situations. We also take the specific tax code related to your business, and narrow it down to what matters to you and your process. We believe in adding value to our clients through a relationship and want to make sure they avoid overpaying sales tax going forward.
Trusted Audit Representation
You may find yourself in a situation eventually where you are being audited by the state for Sales and Use Tax. The state will choose one of two methods to examine your sales and purchase records. They will either go through an entire 4 years of records, or they will use their preferred method- to sample your records. This involves an examination of as few as 100 transactions to extrapolate results.
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Managed Audit Agreement
We’ll enter into a Managed Audit Agreement with the state
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Technical Arguments
Make effective technical arguments against taxability
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Review
Review the auditor’s schedules prior to final assessment
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Reverse Audit
Conduct a reverse audit to reduce your tax liability
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Review
Request an independent audit review
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Local Government
Provide representation before an administrative law judge
The Latest News From Our Team
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Read more about current news and insights from our team here at KE Andrews.
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Read more about current news and insights from our team here at KE Andrews.
Our team at KE Andrews provides a centralized place for all relevant news and legislation. Our team also provides thought leadership and insights on topics that are in the news.
Get in touch with one of our experts
Our Clients Tell Our Story Best
Sales Tax Testimonials
KE Andrews has done a tremendous job with our recent sales tax audit. Whether it’s compiling and organizing the information or dealing with the state or status updates, they made the entire process quite painless. We are very happy with their service (and our refund!) and would recommend KE Andrews to others.
Texas Oil & Gas Operator (200 wells),
ControllerThe KEA team are proven energy experts providing sales tax review, valuation and negotiation services to Energen for over 15 years. They work independently throughout our organization obtaining critical data with minimal impact to our staff. We've seen significant tax recoveries and savings, and we highly value our partnership with KEA.
Energen,
VP ControllerKE Andrews is a proven value to our company. Our Texas Use Tax audit liability was reduced to only a few thousand dollars, after a large high-profile company was unable to help us. KEA provided training during the audit, and questions from our staff continue to be welcomed. Responses are quick, concise and with reference to the proper state tax law. We rely on KEA!
