Sales & Use
Tax
Tax Consulting Services
From refund reviews and audit defense to developing compliance processes, we have you covered. Crest’s sales and use tax team is dedicated to providing the greatest level of discovered dollars and the highest level of service. With experience in both taxation and operations, our focus is to recover lost revenue, identify potential exposures, and eliminate liabilities.
Overpayment Review
Our sales tax experts work to take the burden and pressure off of you. We own the process from start to finish. We begin with data migration and on-site data gathering. A granular review of the data is executed to identify savings and trends. A summary of the findings is presented to you and strategic decisions are made collaboratively in order to produce optimal results to your bottom line. Next steps depend on what is best for you. We file refund claims, work directly with taxing authorities or vendors to retrieve your lost funds and mitigate future exposures. The results of our review are shared, highlighting the results and presenting process improvements for your team.
Audit Defense
"Audit” doesn’t have to be a bad word! Audit Defense is a sweet spot for our Tax Team. Our team consists of industry, taxing authorities, and consulting experts from across the country. Audits identify only the areas of perceived underpayment. We dig in and drill down to reduce liabilities and identify areas of overpayment, leveraging relationships with auditors and navigating the legislative landscape. After an audit notice is received, our team takes it from there. The process is the same…data, detail, client approval, results. We then defend your position, finalize the assessed value and process the appropriate appeals. The bottom line is your successful outcome; we produce results!
Compliance
Monthly sales tax compliance is where it all starts and where it can go right or terribly wrong. Our sales tax experts review monthly transactions to ensure you are reporting correctly. When filing and paying sales and use tax returns become too burdensome, our team can take care of the entire process for you, freeing up your staff to focus on other tasks.
Consulting
Just as in property tax, our sales and use tax experts can provide valuable consulting in many areas. We help you see things from a different perspective, advise as to the best strategies and resolve persisting issues. From tax implications on future transactions, tax planning, and strategy, to predominant use studies, Crest’s Tax Team stands ready to help.