OVER-PAYING SALES & USE TAX?

KE Andrews was asked to enter into sales and use tax work by long time clients weary of existing consultants being too aggressive for refunds and not having their best interest as a priority.  KE Andrews strives for long-term relationships as evident by our property tax relationships with existing clients throughout the United States.  We recognize that industry expertise is extremely important when determining taxability, especially in industries where there are a vast number of exemptions to consider.

Here at KE Andrews, we employ only the best people in sales and use tax in both the energy industry and various commercial real estate industries where sales & use tax is an issue.  Our reviews are a small footprint, non-disruptive and extremely effective.  We not only look at what is considered “low-hanging fruit” through sampling methods, but we take a deep dive into all of your invoices ensuring nothing is missed.  The review performed by KE Andrews provides an opportunity to scale down the tax code to what is relevant to the client’s recent spending activities, helping to prevent sales tax errors made by vendors in the future.

Sales and Use Tax

We have an extremely sharp department when it comes time to identify your Sales & Use Tax overpayment. With leaders coming from Wal-Mart and Hess Americas, we have the ability to go industry by industry understanding the uniqueness of each. We will be competitive on fee and welcome the opportunity to bid on your next project.

Unlike many other tax firms, we put 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. We understand the dynamic of letting our clients decide what is best for their business.

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 believe in adding value to our clients through a relationship and want to make sure they avoid overpaying sales tax going forward.

REAL RESULTS

SUT Refund recovered for a large oil Supermajor

$7,000,000

INDUSTRY OPPORTUNITIES

AUTO DEALERSHIPS

Be careful with advertising stating sales tax paid.  Ask us why.

BANKING

Currently more states are increasing the sales tax base to include services.  In these cases, failure to comply with new laws can be costly.  KE Andrews can review your business quickly to ensure compliance.

CONVENIENCE STORES

Do you sell hot, ready-to-eat items?  We can check local prepared food tax laws and rates.  Quantity of donuts could change whether sales tax applies.  Call us for details.

RESTAURANTS

Prepared food laws and rates will apply.  Dining-in verses to-go could change taxability.  Contact us for details.

GROCERY

Do you have a deli or bakery?  Are Twix bars considered a candy or grocery item?  Most states will say it is a grocery item and not candy when it comes to sales tax determination.  Contact us to discover taxability issues, and whether you are taking full advantage of tax laws.

HEALTH CARE

Many states will exempt various medicinal items.  These exemptions vary from state to state.  Contact us for a review.

HOTELS

Have you ever considered if use tax due on the ‘free’ shampoo/conditioner left in the room for guests?  Contact us for details.

MANUFACTURING

There is a wide range of SUT exemptions in the manufacturing space.  Most manufacturers chronically over-pay sales and use taxes.  Are you taking advantage of all the exemptions afforded to manufacturers in your state(s) of operation?

MIDSTREAM

There are a large number of sales and use tax exemptions available to midstream operators in the construction process of new facilities.  If you are engaged in pipeline projects, plant construction etc., a review immediately after construction can serve to recover those lost dollars.

OFFICE

ABOUT US

Are you properly registered and collecting sales tax where you have nexus?  Contact us for more information.

OIL & GAS

There are a significant number of exemptions available to oil and gas operators engaged in the drilling process.  Many operators chronically over-pay sales and use taxes during this process.  If you are one to two years into a drilling program, now is the ideal time for a review.

1000000

DOLLARS RECOVERED FOR AN OPERATOR WITH 800 WELLS

885000

DOLLARS RECOVERED FOR AN OPERATOR WITH 850 WELLS

440000

DOLLARS RECOVERED FOR AN OPERATOR WITH 50 WELLS

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.  KE Andrews can help in these uncomfortable situations:

  • We’ll enter into a Managed Audit Agreement with the state
  • Make effective technical arguments against taxability
  • Review the auditor’s schedules prior to final assessment
  • Conduct a reverse audit to reduce your tax liability
  • Request an independent audit review
  • Provide representation before an administrative law judge
  • If you are managing the audit, we can review the assessment to ensure proper taxation of all items

YOUR TAX DEPARTMENT DOWN THE HALL

Sales and Use Tax KE Andrews

OUR CLIENTS SAY IT BEST

VALUATION - TAX - SOLUTIONS

  • Full Review of Sales & Use Taxes
  • Audit Management
  • Nexus & Taxability Research
  • Voluntary Disclosures & Amnesty Programs