Case Studies

Manager at a wholesale business inspecting packages.

Retailer/Wholesaler of Machinery and Parts

Immediately upon being engaged to assist in this case, we noticed a potential exemption from tax that had not been considered by the client or by the Board of Equalization auditors saving our client over $445,000.00 in tax, interest, and penalty.

  Retailer/Wholesaler Sales Tax Case StudyPDF icon

Female owner of a bar and restaurant displaying dessert items.

Bar & Restaurant

By focusing on the key estimates that were providing the auditor with the incorrect results, we were able to save our client almost $53,000.00 in tax, interest, and penalty.

Business executive sitting at conference room table with portfolio binder.

Responsible Person Liability

After his attorneys had given up we considered all the facts and legal statues involved and were able to prove that this individual did not owe over $450,000 in corporate sales tax liability that he had been held liable for as a responsible person of the corporation.

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Don’t forget that if you get audited by the California Department of Tax and Fee Administration you have rights that need to be protected at all times.  Make sure you have someone in your corner that knows how to protect these rights and protect you and your company!  Sales Tax Specialists, Inc. is that company!

Example binder and checklist that could be used for a sales tax audit.