State, local use
& sales tax recovery

Recoup overpaymnets already made and establish a
system to avoid paying future taxes in error.

Understand your state tax compliance and requirements

States looking for additional revenue are stepping up audits and enforcement, even as federal, state, local and sales tax regulations become more complex and harder to understand. Many companies trying to stay in compliance unknowingly overpay and increase their tax burden unnecessarily.

See how our state, local, use and sales tax service could help your organization.
Contact us to learn more.

State, local, use & sales tax recovery

Consider who benefits

A wide variety of organizations including manufacturers, utilities, processors and companies with business units, warehouses or staff in multiple states

Consider the benefits

Reduce state, local, sales and use taxes paid in error

Recoup overpayments already made

Establish system to avoid future overpayments

How AGH's state, local, use & sales tax services can help your organization

In a reverse review, AGH's tax professionals review prior returns and supporting documentation, including reviewing related transactions for refund potential. If overpayments are located, AGH's team prepares a report outlining the available exemptions and the exceptions that were discovered and provides the necessary documentation. AGH's team then helps you apply for refunds and tracks the refund process through completion, including defending a claim if it is rejected.

In addition to seeking applicable refunds, AGH's team also provides education on applicable tax code, and helps establish internal processes and training to track and pay appropriate taxes.

Understand your tax compliance and requirements. Click to get started.

Gerald Capps, JD

Senior Vice President
State & Local Tax Services

Jerry Capps and the State and Local Tax (SALT) team provide sophisticated state and local tax planning, strategic advice and advocacy to numerous mid-market, Fortune 100 and industry-leading companies. The team has returned many millions of dollars in one-time and recurring tax savings to companies.

In addition to planning and compliance, the SALT practice includes legislation and policy, litigation, and controversy matters involving income, franchise, sales and use and property taxes. Jerry's work involves critical questions on nexus, apportionment, the Multistate Tax Compact, and the equal protection, due process and commerce clauses of the United States Constitution. He is a respected advocate on issues of tax policy and he represents clients in all phases of state and local tax controversy, including audit assistance and administrative hearings. He also provides counsel on state and local income and transactional costs for mergers, acquisitions and corporate reorganizations.

Jerry is a member of the Institute for Professionals in Taxation, the Kansas Society of Certified Public Accountants, the American Bar Association and the Kansas Bar Association. He has been engaged as a keynote speaker for organizations such as the Institute for Professionals in Taxation, state and local CPA societies, university and professional accounting conferences, and chambers of commerce.