SERVICES

Texas Audit Defense and Representation | Texas Audit Reduction Strategies | Texas Managed Audits

Our comprehensive state and local sales tax services help companies of all sizes mitigate risks and create a clear pathway to success.

At Streamline, our Texas tax audit consultants perform the highest possible level of service for every client and every engagement.

 

STREAMLINE TAX AUDIT SERVICES

Audit Defense and Representation: With extensive expertise and meticulous work ethic, our Texas tax audit consultants proactively and effectively represent taxpayers in audits. Our Texas tax audit consultants have represented clients ranging from sole-proprietors to international corporations, ensuring they pay only the legal amount due.

Audit Reduction Strategies: Streamline confirms all sales and use tax audit assessments are minimized by ensuring the removal of incorrect audit adjustments and providing all tax credits and refunds available to you. Our consultants review the entire audit in detail, ensuring the correct sampling procedures are employed; all contentions are pursued and negotiated with the Comptroller’s staff. We will also work with the agency to waive some if not all the penalty and interest.

Managed Audit Program: Each year, Streamline assists large and small companies in meeting the compliance requirements of the Managed Audit Program. Clients who enter into the Managed Audit Program benefit from shorter audit durations as well as the waiver of penalties and interest.

Overpayment Reviews and Tax Refunds: Since 1998, Streamline has recovered millions in overpaid taxes for our clients. Our Texas Tax Audit Consultants have the technical expertise, experience and tenacity that enable us to identify and document available exemptions and recover overpaid tax dollars.

Compliance / Exposure Review: Our Texas tax audit consultants review a client’s business and records to determine if there are any compliance issues to be corrected and any potential exposure should the taxpayer be audited. This service allows the client to make appropriate changes and avoid future interest and penalties.

Controversies and Appeals: Our Texas tax audit consultants consistently resolve tax controversies expeditiously, and professionally—from informal meetings to administrative-level appeals.

Dispute Resolution and Hearings: Our Texas tax audit consultants represent and assist clients with the Independent Audit Review and Administrative hearings processes to resolve disputes. No matter the process, Streamline’s professionals will be there for every step.

Margin Tax Analysis: Streamline is well-versed in Margin Tax, helping to mitigate risk, and creating streamlined analyses. We slice through the confusion and complexities, and can parse out uclear rules including “synergy” and “mutual benefit.”

Sampling Analysis and Evaluation: We ensure that clients’ interests are protected during audits by evaluating proposed sampling methodologies. We create and implement alternative methodologies, when needed.

Seminars and Onsite Training: We provide an array of educational seminars and training to corporations of all sizes, helping taxpayers and accounting departments correctly apply the many sales and use tax laws, regulations, interpretations, and audit methodologies to enhance business practices.

Strategic Planning: We assess clients’ tax positions to develop strategic planning opportunities via transaction structuring, business reorganization, alternative filing positions, and more.

Tax Research Services: Our tax research, documentation, system configuration, and training are the de facto standard industry-wide—all powered by our powerful tax research database, and brilliant associates.

Predominant Use Studies / Utility Exemption Studies: Our in-depth utility usage studies help clients trim their bottom line by supporting exemption claims on sales tax for utilities purchases.

Voluntary Disclosure and Registration: Voluntary disclosure can help clients correct compliance oversights and finish registrations (and in some cases, prospective registrations) at the lowest possible cost.