KeyTax specializes in the complex area of Sales and Use Tax, ensuring compliance and maximizing your returns.
Step 1
All we need is access to your vendor file and spend detail.
Step 2
Receive a detailed overview of potential savings.
Step 3
We manage the refund from end to end, ensuring timely refunds and appeals.
As a KeyTax client, you are entitled to continuous support, research, and training to capture and maintain future savings leveraging refund precedents.
Upon request, KeyTax provides multi-state support or refund analysis on a state-by-state basis.
KeyTax is compensated on a contingency fee basis, so we are highly motivated to fight for every dollar your company deserves. You pay us only after we deliver results. Fair and transparent, with nothing to lose.
KeyTax is led by former state auditors. We know exactly what the Department of Revenue is looking for.
Since 2005, we've conducted sales tax refund reviews for numerous large taxpayers across the nation and are recognized as one of the top sales tax filers nationwide.
Get advice from the best.
Rory G. Ritrievi
President & CEO
Stephen Kindler
CEO
Philip Benckle
CFO
Minimal effort is needed from your team. Simply provide us with access to accounts payable reports and invoicing systems, and we'll take care of the rest. We can perform remote or on-site reviews, whichever is more convenient for you and your team.
The statute of limitations varies from state to state. Some states, like Pennsylvania, carry a three-year lookback while others, like New Jersey, have a four-year lookback period. If a company has an on-going audit, any period that the taxing authority has open under audit is also open for a Reverse Sales & Use Tax Audit.
Yes, we can help you ensure compliance with all applicable tax laws and regulations. Our tax experts stay up to date with the latest tax codes and regulations, to ensure you’re not exposing yourself to audit liability.
For our initial analysis, we only require a few pieces of information: access to the accounts-payable reports that detail all the purchases made by the company for the period in review, and access to the company’s ERP / invoicing system. Once we perform our initial review, we can give you a detailed overview of our results and the refund opportunity that exists.
There are 3 stages in the refund appeal process (Board of Appeals, Board of Finance and Revenue and Commonwealth Court). The timeline for receiving refunds can vary, ranging from 6 to 18 months, depending on the level of appeal.
We become your free Tax Help Line! You gain indefinite access to our experience and expertise. You can contact us at any time for answers to any of your sales and use tax questions, and we stand by your side during any audit or inquiry.
A reverse sales and use tax audit is the process of reviewing previous years of purchase data in an effort to find erroneous sales or use tax charges or accruals. Generally, these errors are due to a misapplication of tax laws by the seller or oversight of an exemption provided by the state.
Most firms conduct a targeted review based on the industry, but this is not how we operate. KeyTax consultants will look at every single purchase in their review, not just the low-hanging fruit. If there is refund opportunity, we will find it regardless of the invoice amount.
Yes, refunds can be used to offset audit assessments. In addition to reducing the liability imposed, the offset can lower the amount of penalty and interest, resulting in a significantly lower assessment. In some cases, the refund amount can be larger than the audit liability resulting in a net refund for the company.
Chat with our experts to discuss an initial analysis and your tax recovery opportunities.
