Situation: A multistate waste removal and equipment resale business was preparing for sale with more than 20 years of uncollected sales tax exposure. Solution: Tronconi Segarra & Associates completed registrations and voluntary disclosure agreements (VDA) and implemented the Vertex tax engine across four of the business’ entities to manage approximately 450 annual sales tax returns. […]
Situation: A glass and life science manufacturer had overpaid use tax at production facilities in Maine and New York. Solution: Our team reviewed purchases, identified overpayments, and filed refund claims while addressing the errors that caused the overpayments. Impact: Our manufacturing client recovered $500,000 from Maine and $1.5 million from New York, with corrections designed […]
Situation: A multistate manufacturer faced substantial assessments in California and South Dakota related to sales for resale to other manufacturers. Solution: Our team managed the audits, gathered evidence of customer use tax payments, and corrected auditor errors in less than four months. Impact: The assessments were reduced to approximately $700,000 per state, generating $1.5 million […]
Situation: A retailer operating more than 100 stores across over 10 states faced tax audits and extensive compliance requirements with limited internal resources. Solution: Our team supported state audits, streamlined more than 400 annual sales tax filings, reviewed construction purchases for use tax, and identified available exemptions and credits. Impact: Our solutions reduced the client’s […]