# 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.

## 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.

## Insights
Practitioner-written articles on sales and use tax recovery, exemptions, and audit defense. Full archive at [TaxMatrix Blog](https://www.taxmatrix.com/resources/blog/), newest first. Selected articles:

- [Attention New CFOs and Controllers: A Superhero in Sales Tax](https://www.taxmatrix.com/new-cfo-controller-sales-tax-refund-review/): why a refund review is an early, budget-neutral win for a newly appointed CFO or controller, and what it typically finds.
- [How Businesses Can Recover Hidden Profits Through Sales and Use Tax Recovery](https://www.taxmatrix.com/how-businesses-can-recover-hidden-profits-through-sales-use-tax-recovery/): what a reverse audit is and how overpayments accumulate.
- [State-by-State Differences: Why Multi-State Businesses Overpay the Most](https://www.taxmatrix.com/state-by-state-differences-why-multi-state-businesses-overpay-the-most/): how conflicting state rules drive overpayment for multi-state operations.
- [Capital Equipment and Manufacturing Exemptions](https://www.taxmatrix.com/capital-equipment-manufacturing-exemptions-the-tax-savings-most-businesses-miss/): machinery, equipment, and repair-part exemptions manufacturers commonly miss.
- [How R&D and Prototype Purchases Qualify for Tax Exemptions](https://www.taxmatrix.com/how-rd-and-prototype-purchases-qualify-for-tax-exemptions/): research and development equipment and supply exemptions.
- [Refunds Hidden in Service, Repair, and Maintenance Contracts](https://www.taxmatrix.com/refunds-hidden-in-service-repair-maintenance-contracts/): taxability of service, repair, installation, and maintenance charges.
- [Are You Overpaying Sales Tax on Utilities?](https://www.taxmatrix.com/are-you-overpaying-sales-tax-on-utilities/): utility exemptions for electricity and natural gas used in production.
- [Sales Tax Exemptions on Utilities in Pennsylvania](https://www.taxmatrix.com/pennsylvania-utilities-sales-tax-exemptions/): Pennsylvania predominant use rules.
- [Sales and Use Tax Exemptions for Utah Manufacturers](https://www.taxmatrix.com/sales-use-tax-exemptions-for-utah-manufacturers/): Utah manufacturing facility, utility, and resale exemptions.
- [Indiana Sales Tax Refunds: Why Stop at Energy?](https://www.taxmatrix.com/indiana-sales-tax-refunds-why-stop-at-energy/): Indiana exemptions beyond the utility study.
- [New York: Great State for Sales and Use Tax Refunds](https://www.taxmatrix.com/new-york-sales-use-tax-refunds-benefits-exemptions/): New York refund opportunities and exemptions.
- [What Triggers a Sales and Use Tax Audit?](https://www.taxmatrix.com/sales-tax-audit-triggers/): the common causes of state audit selection.
- [Navigating a Pennsylvania Sales Tax Audit](https://www.taxmatrix.com/navigating-a-pennsylvania-sales-tax-audit/): what to expect during a Pennsylvania audit and how offsetting credits work.
- [Sales Tax Recovery for the Cannabis Industry](https://www.taxmatrix.com/cannabis-sales-tax-recovery/): recovery considerations specific to cannabis operators.

## 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/)