Case Studies

Proven Results

Corrugated Box Manufacturer

A box manufacturer was audited by the Texas Comptroller sales and use tax audit division. The original predominant use study did not meet the requirements of Tax Rule 3.295 resulting in a liability for the customer to repay four years of credited taxes, plus interest. We entered into a flat fee agreement and notified the Texas Comptroller's auditor a new study was being performed.  Within a week we completed a new study that was approved by the auditor, resulting in no liability to the customer. 

Savings -  $134,000.

 

Houston Apartment Complex

A major player in the third-party apartment management industry was apprehensive regarding the need for a predominant use study. Our team presented documentation from the  Comptroller's office stating the need for a study to be in compliance with tax code and qualify for the exemption.  When the opinion letter was presented, the management company engaged us to perform a predominant use study on their electric and gas meters for all properties in their portfolio. 

Refund - $96,450

 

Retail Electric Provider

A well known Retail Electric Provider was audited by the Comptroller's office and uncovered many exemption forms claiming an exemption without the required criteria: engineer's signature and credentials stamp along with a statement validating the exemption.  Without the exemption 26 customers would be billed four years back taxes plus interest.  We were called into action and within three weeks had produced studies and correctly signed and stamped exemption forms preventing further action by the Retail Electric Provider.

 

 

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