Celebrating 27 Years · Since 1999
The firm that focuses on
sales & use tax.
We identify and recover overpaid sales & use tax (including sales tax paid on utilities) and defend multi-state sales & use tax audits, all on a success-basis. You pay only when we deliver.
A trusted partner in sales & use tax recovery for companies nationwide.
What we do
Sales & Use Tax Recovery
Identify and recover overpaid sales & use tax. Success based, budget-neutral.
Audit Defense
Reduce state audit assessments and identify credits in any state.
Utility Exemption
Perform utility exemption studies for manufacturers and restaurants.
Industries we serve
- Manufacturing We service multi-state manufacturers, from single-site steel foundries to some of the largest manufacturers in the world.
- Pharmaceutical/Biotech From CRO to CDMO, we service pharma companies nationwide on exemptions relating to R&D, manufacturing and software spend.
- High Technology One of the largest areas of spend we review is software, so we work with numerous software developers, SaaS and AI companies.
- Financial Services We service multi-state banks, insurance companies, law firms and other financial services companies.
- Private Equity We partner with several private equity firms on process improvement across their portfolios.
- Referral Partners Are you a CPA firm, energy procurement company or individual with clients who might benefit from a sales & use tax review? We have a shared savings model.
Not listed? We service companies in virtually every industry, especially when under a sales & use tax audit.
How to start
A 20-minute free consultation can scope out the opportunity.
Every state is different with varying exemptions, statutes of limitations and procedures. We can discuss your business to see if it qualifies as a good candidate for a risk-free review.
Browse by state
State sales & use tax law varies wildly by jurisdiction: refund statutes of limitation, Department of Revenue procedures and forms, along with the pitfalls that kill otherwise-valid claims. TaxMatrix services clients nationwide. Learn more about your state's sales tax opportunities by clicking below.