Overpayment / Exposure Reviews (Reverse Audit)

With transaction tax laws and rates constantly changing, UPTG’s review team is uniquely skilled to analyze a clients AP, uncover tax errors and inefficiencies, recover eligible overpayments with client’s approval (contingency fee service), and make proactive changes to mitigate future sales and use tax costs. The overwhelming majority of reviews yield client refunds or credits. The Review's project summary report will include all supporting documentation citing state laws, regulations, and court cases to substantiate our findings and recommendations going forward. The client can in turn update their staff accordingly or UPTG can perform a detailed training program designed specifically around the engagement outcome.

Property Tax Services

Compliance
Business Personal Property Consulting
Real Estate Consulting

Sales & Use Tax Services

Audit Management (Managed Audits)
Audit Representation
Audit Appeal
Dispute Resolution / Redetermination
Overpayment/Exposure Reviews (Reverse Audits)
Sampling Reviews
Specialized Training
Nexus / Voluntary Disclosures
Special Consulting Projects
Tax Planning
Tax Compliance

Other Information

Savings Graph
Fee Structure