Unlock up to $1M Sales Tax Refunds with Performance-Based Refund Reviews

Stop missing hidden sales tax refunds. The SALT Group provides turnkey, performance-based refund reviews that uncover errors, misapplied exemptions, and over-accrued use tax, with no cost unless savings are recovered.

$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

Where Are Mid-Sized Companies Losing Sales Tax Refund Opportunities?

Sales and Use Tax rules vary by state and change faster than internal teams can track

Exemption certificates are often misunderstood, incomplete, or inconsistently applied

Vendors frequently mischarge tax on non-taxable or partially taxable purchases

Transactional tax is deliberately over-accrued to reduce audit risk

Tax infrastructure fails to scale as companies expand into new states and products

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See How We Save!

Get your free guide that will show you our best practices in reducing operating expenses.

How The SALT Group Delivers Measurable Sales Tax Refund Benefits?

The SALT Group provides a disciplined, performance-based Sales & Use Tax refund review designed for mid-sized businesses that lack the time, incentives, or specialized expertise to recover historical overpayments internally.

Identify Overpaid Sales & Use Taxes

High-volume transaction data is reviewed to surface vendor mischarges, misapplied tax rules, and overlooked sales tax exemptions that result in accumulated overpayments.

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missed-sale-tax

Address Missed Sales Tax Exemptions

Transactions where valid sales tax exemption rules were inconsistently applied or improperly documented are examined to identify recoverable refund opportunities.

Correct Overstated Transactional Tax

Transactional tax payments are reviewed to identify excess tax paid as a result of conservative practices used to manage audit exposure.

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financial-risk-avoid

Avoid Upfront Cost or Financial Risk

Engagements operate on a performance-based model, with fees tied to identified and executed recovery actions rather than billable hours or open-ended consulting work.

Strengthen Future Tax Accuracy

Clear guidance on taxability rules and exemption handling helps reduce repeat overpayments and improve ongoing Sales & Use Tax accuracy across jurisdictions.

tax-accuracy

What Finance Leaders Are Acheiving

TX

Acme Holdings

“Positive experience with them. My company was able to recover a large amount from the state in sales tax we shouldn’t have paid.”

Electro-Coating & Plating Provider
https://acmeholdings.com

TX

Admiral by Alsco

“We asked The SALT Group to help us cut our Waste cost. They analyzed our Billing and contract and were able to obtain a 68% savings. I would highly recommit that you utilize their expertise.”

Electro-Coating & Plating Provider
https://acmeholdings.com

MA

Admiral Metals

“The SALT Group reviewed our Waste invoices for several facilities. I was totally impressed and pleased with the savings. I thought we had good rates – but I learned that The SALT Group had specialized technical expertise and understood the nuances such that they could deliver an excellent result. The savings we achieved were not dependent on switching service providers. The staff at The SALT Group are professional and friendly. Next, we will have them look at our Telecom invoices.”

Electro-Coating & Plating Provider
https://acmeholdings.com

financial-leaders

Why Finance Leaders Choose The SALT Group for Sales Tax Refund Engagements?

Performance-based engagement model
Fees are tied to identified and executed recoveries, not billable hours, which aligns incentives with measurable outcomes

Specialized multi-state Sales & Use Tax expertise
Dedicated consultants stay current on exemptions, classifications, and state-specific rules across complex, multi-state environments.

Established working relationships with state tax authorities
Long-standing credibility supports clearer interpretation of rules and more efficient refund filings.

Singular focus on recovery and validation
SALT is purpose-built to identify and execute overpayment recoveries rather than expand scope through hourly consulting.

Proven experience with manufacturing and multi-state operators
Decades of work across complex operating footprints deliver repeatable, real-world results.

Real Results. Proven Impact.

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The SALT Group Sales Tax Refund Review Process

A disciplined, end-to-end sales tax refund methodology designed to maximize recovery while minimizing internal effort.

Collect and analyze historical transaction data and invoices across locations

Identify overpayments and missed sales tax exemption applications

Review transactional tax accruals to detect overstatements

Validate findings using state-specific tax rules and documentation standards

Prepare and submit sales tax refund claims with the appropriate state authorities

Manage state follow-ups and provide guidance to prevent future overpayments
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FAQs

Will a sales tax refund review increase our risk of a state tax audit?

No. Refund claims are prepared using documented statutes, exemption rules, and formal state procedures. The review corrects historical overpayments rather than altering reported liabilities, keeping filings compliant and defensible.

How much time will our finance or accounting team need to commit?

Minimal. The SALT Group manages data analysis, documentation, and state filings end-to-end. Internal teams typically provide secure data access and limited clarification only.

What happens if no refund opportunities are identified?

Engagements are performance-based. Fees are tied to identified and executed recovery actions, not billable hours or speculative consulting work.

Uncover Sales Tax Refund Opportunities Hidden in Historical Transactions

A structured, performance-based sales tax refund review designed to identify and execute recoverable Sales & Use Tax overpayments.

Key Takeaways

Sales & Use Tax reviews uncover invoice-level overpayments

Missed or misapplied sales tax exemptions create refund opportunities

Transactional tax is often over-applied for audit protection

Average engagement benefits approach $165K in complex environments

Fees are performance-based and tied to executed recovery actions