# TaxMatrix

> Success-based sales and use tax recovery firm serving US companies since 1999. TaxMatrix specializes only in sales and use tax: recovery of overpaid and over-accrued tax, audit defense, and utility exemption studies. Fees are contingent and success-based, so engagements are budget-neutral for the client.

TaxMatrix is an independent specialty firm focused only on sales and use tax. It is not a Big 4 add-on and not a generalist. Core services:

- Tax Recovery: find and recover overpaid and over-accrued sales and use tax through a reverse audit and refund review, on a success-fee basis.
- Audit Defense: reduce sales tax audit assessments and surface offsetting credits during an active audit.
- Utility Exemption: predominant use studies and utility tax recovery for manufacturers.

Typical buyers: Controller, VP of Tax, Tax Director, Tax Manager, Procurement, Shared Services, and CFO. TaxMatrix also works with referral partners such as CPAs, attorneys, and consultants.

TaxMatrix services clients nationwide across all 50 states plus DC. Priority states with detailed, verified refund procedures: Florida, Georgia, Indiana, Kansas, Maryland, Massachusetts, Michigan, Missouri, Nevada, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Texas, Utah, Wisconsin.

## Services
- [Tax Recovery](https://www.taxmatrix.com/services/tax-recovery/): reverse audit and refund review on a success-fee basis.
- [Audit Defense](https://www.taxmatrix.com/services/audit-defense/): reduce sales tax audit assessments and identify offsetting credits during an active audit.
- [Utility Exemption Studies](https://www.taxmatrix.com/services/utility-exemption-studies/): predominant use studies and utility tax recovery for manufacturers.
- [All Services](https://www.taxmatrix.com/services/)

## Industries
- [Manufacturing](https://www.taxmatrix.com/industries/manufacturing/)
- [Pharmaceutical, Biotech, and CRO](https://www.taxmatrix.com/industries/pharmaceutical-biotech-cro/)
- [High Technology](https://www.taxmatrix.com/industries/high-technology/)
- [Financial Services](https://www.taxmatrix.com/industries/financial-services/)
- [Private Equity](https://www.taxmatrix.com/industries/private-equity/)
- [Referral Partners](https://www.taxmatrix.com/industries/referral-partners/)

## State sales tax guidance
- [Sales Tax Map](https://www.taxmatrix.com/sales-tax-map/): state-by-state sales and use tax overview, including refund statutes of limitations and utility exemption rules for all 50 states plus DC.

## About
- [Our Story](https://www.taxmatrix.com/about/our-story/): firm history, approach, and senior team.

## Contact
- [Contact TaxMatrix](https://www.taxmatrix.com/contact-us/)