2221 Justin Road • Suite 119-314 • Flower Mound, Texas 75028
Phone: 972-318-0888 • 1-877-660-0611 • Fax: 972-966-0888

Frequently Asked Questions

 

HOW DO I KNOW IF MY BUSINESS IS BEING TAXED CORRECTLY?

Our job is identifying sales tax which should not be charged is to you.
  1. We will review your electric and gas bills with you so you know where to look. Each utility company presents it differently on their bills. We can do so over the phone, by email or fax.
  2. On vendor, supplier, and repair invoices, we evaluate how each item is used and its purchase date to determine its taxable status. There is no charge or obligation for reviewing any of the above.
 

WHAT IS THE PROCEDURE TO RECEIVE MY REFUND?

  1. After our review with you, if we believe there is tax to be refunded or exempted we will meet with you or your representative in person at your location.
  2. Once we have your agreement to proceed, we will walk the site to gather layout and equipment information so our engineer can prepare a study showing your exempt and non-exempt usage. This allows us to calculate your exemptible consumption percentage.
  3. The engineer then signs and places his seal on the study showing it has met the criteria for the for sales tax refund and exemption under Rule 3.295.
  4. We file the exemption certificate with the proper provider to exempt the tax from future bills and request the refund of back taxes for a maximum of 4 years from the utility company or State Comptroller.
  5. The refund check or credit is mailed directly to you.
 

HOW MUCH WILL THIS COST ME? IS MY BUSINESS AT ANY RISK?

  1. No upfront fees or out of pocket expenses.
  2. No charge to your business if we are unable to get you a refund.
  3. No payment to STRC until after you receive the refund or credit to your account which goes directly to you, not us from, your suppliers, vendors, or the State Comptroller.
  4. On Predominant Usage Studies, we work off of a percentage of what we believe the refund will be. This is based on the amount of tax and the length of time the account has been active. We do this because the greater the tax and the longer it's been there, the lower percentage we can accept to cover the cost of the engineering and filing while remaining fair to your firm and ours. We will tell you up front what the percentage will be before you give us permission to proceed.
  5. Under certain circumstances we can complete flat fee studies for businesses which have no tax on their bills but want to update a study which became invalid because of moving, equipment changes, ownership or name change, start up, or change of electric or natural gas provider.
  6. On vendor and supplier invoices our recovery percentage is 50% because of the time-consuming detail involved in copying each invoice and preparing the spreadsheets for submission to the Texas State Comptroller, vendors, or suppliers. In addition your firm will also have the advantage of exemption on future invoices.

We also carry liability insurance so you are covered when we are at your site.
Near Dallas Fort Worth & Serving all of Texas since 1998!

The form below is provided for your convenience in contacting us. Feel free to call or fax us at the above numbers.

There is NO CONSULTING fee!

If you miss us leave us a message and we will contact you shortly.

Name *
Company *
Phone *
Fax
Email *
Questions/Comments *
Website Builder