Reclaim Sales Tax Refunds Left Behind by CPAs
Avoid relying solely on compliance reviews. The SALT Group identifies missed use and sales tax refund opportunities through an independent, performance-based transactional analysis across multi-state invoices.
$1B+
recovered for clients
25K+ companies served
38+ years of expertise
What Our Clients Are Saying
MO
Business Sales & Use Tax Refunds
“The SALT Group has been amazing to speak with… we always get clarification on any questions we may have to process cases in an efficient time frame. The SALT Group continues to be great in assisting me [and] is a huge asset to our Department. [They’ve] been an amazing company to work with and I look forward to continuing the relationship.”
Coreen Highfill
Business Sales & Use Tax Refunds
The Missouri Department of Revenue
TX
Texas State Department of Revenue
“It has been a pleasure working with… The SALT Group. [They] have been super helpful in gathering the information that I request [and] are easy to work with… [They] also help keep the audit moving forward without being super pushy… I look forward to working with [them] again in the future.”
Gabriel Moreno
Tax Auditor
Texas State Department of Revenue
Why Are Sales Tax Refund Opportunities Overlooked Despite Regular CPA Reviews?
Multi-state tax codes change frequently, making real-time tracking difficult
CPAs prioritize compliance and sales tax audit defense, not proactive recovery
Vendor mischarges and exemption errors go unnoticed at invoice level
Incentives, rebates, and credits remain underutilized
Small annual overpayments quietly compound into significant losses
Without specialized benchmarking and transactional review expertise, refund opportunities remain undiscovered.
See How We Save!
Get your free guide that will show you our best practices in reducing operating expenses.
Maximize Your Sales Tax Refund With The SALT Group’s Performance-Based Expertise
Strengthen profit margins by recovering overlooked sales tax refund opportunities. The SALT Group delivers specialized, multi-state expertise through a performance-based, turnkey review process.
Performance-Based Recovery Model
You pay only when recoverable amounts are identified and filings are completed. Fees are typically invoiced once claims are prepared and submitted, not months later when the state releases the refund, so billing is still tied to completed results and documented filings.
Specialized Multi-State Tax Expertise
Navigate evolving exemptions, credits, and jurisdictional nuances confidently. Our consultants focus exclusively on identifying misapplied rules that traditional compliance reviews often overlook.
Invoice-Level Precision That Captures Small Overpayments
We examine transactional data line by line, uncovering minor recurring errors that compound into significant sales tax refund recoveries over time.
Managed Refund Filings with Direct State Coordination
Established working relationships with state tax authorities streamline documentation, clarify technical positions, and help expedite your sales tax refund recovery.
Minimal Internal Time Commitment
Our turnkey process requires limited involvement from Accounting and Finance teams, allowing your organization to secure recoveries without operational disruption.
Real Results. Proven Impact.
Lorin L
01/23/2026
“Great company to work with, they were very efficient finding us refunds. Great communication and great people to work with!”
Nicole H
10/01/2025
“The Salt Group found significant savings for us in multiple categories. Even received a refund check from the state of PA for overpayment on sales tax.”
Kurt S
09/22/2025
“They did what they said they would and found signifigant savings in several areas.”
Seth S
09/04/2025
“The SALT Group was easy to work with, and the savings they found for our company through their expense review process exceeded our expectations.”
Why Finance Leaders Trust The SALT Group with Business Expense Reduction?
We are not a general accounting firm. Our sole mandate is to uncover and correct overpayments that improve operating margins.
We concentrate on a defined group of high-impact spend areas, enabling deeper transactional analysis and stronger recovery results.
Long-standing relationships with state tax authorities support accurate filings, clearer interpretations, and more efficient refund resolution.
Our approach aligns with the scale and operational complexity of $5M to $1B organizations, particularly manufacturers and growing enterprises.
We conduct focused recovery engagements without hourly billing, long-term retainers, or cross-selling unrelated services.
Each review is coordinated by a single Client Manager who ensures structured communication, accountability, and minimal disruption.
What Finance Leaders Are Achieving
ID
Aero Specialties
“I have been working with The SALT Group since 2017 for reducing/recouping costs. They have delivered savings. I recommend using them.”
Aviation Safety Equipment
https://www.aerospecialties.com
TX
Agrium US, Inc.
“I wanted to extend my feelings of appreciation. Your company and its representatives have shown their professional skills and knowledge by producing favorable tax recovery, larger than we expected.”
Agricultural Products & Services https://www.nutrien.com
MI
Aircraft Precision Products
“The SALT Group did a good job at reviewing our expenses. Their staff is professional – the savings are real.”
Commercial & Military Aircraft Engine Components
How Does The SALT Group Recover Your Sales Tax Refund With Minimal Disruption?
Secure a structured, end-to-end sales tax refund recovery without diverting internal resources. The SALT Group manages analysis, filings, and coordination independently.
FAQs
Will pursuing a sales tax refund increase the likelihood of a sales tax audit?
A properly supported refund claim based on documented overpayments does not inherently increase audit risk. Structured analysis and accurate filings reduce uncertainty and strengthen defensibility.
What if our CPA has already reviewed our Sales & Use Tax filings?
Most CPA reviews prioritize compliance and reporting accuracy. A Transactional Tax Refund Review focuses specifically on identifying recoverable overpayments that may not be captured in routine filings.
How much time will this require from our internal team?
Minimal involvement is required. The SALT Group manages documentation collection, analysis, filings, and coordination, allowing internal teams to remain focused on core operations.
Uncover the Sales Tax Refund Opportunities Your CPA Review Wasn’t Designed to Capture
Turn overlooked overpayments into measurable business expense reduction and improved profit margins through a structured, performance-based review.
Key Takeaways