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.”
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.”
Why Do Businesses Miss Sales Tax Exemption Opportunities Despite Regular CPA Reviews?
Without specialized sales tax exemption expertise, businesses can overlook recovery opportunities while increasing complexity during a sales tax audit.
Why isn't my CPA finding all of our Sales & Use Tax refund opportunities?
Most CPAs focus on preparing returns, maintaining compliance, and supporting sales tax audit requirements. Their reviews are not typically designed to identify every recoverable overpayment at the transaction level. Missed exemptions, vendor billing errors, changing state tax rules, and small invoice-level overpayments can remain undiscovered because they fall outside the scope of routine compliance reviews.
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Maximize Savings Through Sales Tax Exemption Expertise
Strengthen profit margins by identifying overlooked sales tax exemption opportunities. The SALT Group delivers specialized, multi-state expertise through a performance-based review process that also supports sales tax audit readiness.
Performance-Based Recovery Model
You pay only when recoverable opportunities tied to sales tax exemption errors are identified and filings are completed. Fees are based on documented results, not billable hours, providing a low-risk path to business expense reduction.
Specialized Multi-State Tax Expertise
Navigate evolving sales tax exemption rules, credits, and jurisdictional requirements with confidence. Our consultants identify misapplied tax treatments that routine compliance reviews and sales tax audit preparation 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
Our turnkey process manages documentation, analysis, and filings with minimal involvement from your Accounting and Finance teams, helping improve business expense reduction without disrupting daily operations.
Minimal Internal Time Commitment
Our turnkey process requires limited involvement from Accounting and Finance teams, allowing your organization to secure recoveries without operational disruption.
How can my business recover missed Sales & Use Tax refunds without increasing audit risk or creating more work?
Businesses can recover missed Sales & Use Tax refunds by conducting a structured review of historical transactions, invoices, exemption applications, and tax calculations. When claims are supported by accurate documentation and state-specific tax rules, they follow established refund procedures. Many organizations also use these reviews as part of a broader business expense reduction strategy without placing significant demands on internal finance teams.
Sales Tax Exemption Success Stories
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.”
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.”
MI
Aircraft Precision Products
“The SALT Group did a good job at reviewing our expenses. Their staff is professional – the savings are real.”
Is there still money to recover even if we've already completed Sales & Use Tax reviews?
Yes. A completed Sales & Use Tax review does not necessarily mean every refund opportunity has been identified. Many reviews focus on filing accuracy and compliance rather than on examining every transaction for overpayments. Historical invoices may still contain vendor errors, missed exemptions, incorrect tax applications, or recurring overcharges that qualify for refund recovery.
How Does The SALT Group Recover Your Sales Tax Refund With Minimal Disruption?
Recover overlooked Sales & Use Tax refunds through a structured, end-to-end process that supports business expense reduction
while requiring minimal involvement from your finance team.
Step 1:
Data Collection
We collect historical invoices, transaction records, and supporting tax documentation across your locations to establish a complete picture of your Sales & Use Tax position.
Step 2:
Opportunity Analysis
Our consultants identify overpayments, missed exemptions, vendor billing errors, and tax calculation discrepancies, then validate every opportunity using state-specific tax rules and supporting documentation.
Step 3:
Refund Filing
Once recoverable amounts are confirmed, we prepare and submit refund claims to the appropriate state tax authorities while managing documentation and communication throughout the process.
Step 4:
Recovery & Prevention
We manage state follow-ups through refund resolution and provide guidance to help prevent future overpayments, supporting long-term business expense reduction.
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
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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.
Industry Insights and Cost Reduction Resources
5 Reasons Small Invoice Errors Deserve Attention in a Sales Tax Refund Review
How Identifying Recurring Tax Overpayments Strengthens Sales Tax Refund Recovery and Financial Control
Read More
8 Costly Sales and Use Tax Leakages That Undermine Spend Management
Discover where hidden Sales and Use Tax overpayments occur and how stronger spend management helps recover lost cash
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A Costly Oversight Turned Into a $385K Sales Tax Refund
How CFO Mark Delaney unlocked sales tax refunds to drive major business expense reduction across six states
Read More