While doing your tax planning in 2023 and early 2024, what better to find than more cash under your tree? Sales and use tax refunds are the perfect way to make room in the budget! These refunds aren’t a deduction or a credit to be claimed on your return, but straight cash back! You could be refunded not one, not two, but three or four years' worth of overpayments!
Learning Objectives:
- Determine how a refund review works (reverse sales and use tax audit)
- Identify specific examples that apply to your client’s industry or state
- Describe a CPA secret to share with your clients this season, gifting them a tax strategy to use for this year and years to come
Maggie Crowley
Leyton
Head of Strategic Development
mcrowley@leyton.com
Maggie brings 10 years of experience in creating successful strategic partnerships. With a degree in business administration and the natural ability to connect she is responsible for creating mutually beneficial alliances for the R&D Tax Credit. Her expertise is varied amongst the construction, technology, dental, engineering, and software industry.
Brian Ess
Leyton
State & Local Tax Practice Leader
bess@leyton.com
Brian is Leyton’s State & Local Tax (SALT) Practice Leader. Prior to joining Leyton, he spent 10+ years at Big 4/Top 10 CPA firms, building out SALT practices. Brian’s areas of expertise are Sales and Use Tax, Refund Reviews, Income Tax Apportionment, Audit Defense, and Property Tax.
About Our Presenter
Our dedicated industry teams are comprised of highly experienced scientists, engineers, tax accountants, and attorneys, all of whom are motivated to help your business robustly claim and realize the R&D credit to incentivize further innovation investment.
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