SALT Review & SUT Cleanup

Challenge

A multi-state healthcare and real estate company faced complex state and local tax (SALT) compliance issues, overpayments, and gaps in their sales and use tax (SUT) filings across multiple jurisdictions.

What We Did

• Performed comprehensive SALT review across all operating states
• Reconciled historical filings and identified discrepancies
• Identified overpayments and recovery opportunities
• Filed amended returns to claim refunds
• Implemented ongoing compliance processes

Outcome / Impact

• Recovered six-figure refunds from overpayments
• Corrected state filings across all jurisdictions
• Reduced future tax exposure through proper compliance
• Established sustainable SALT compliance processes
• Improved relationship with state tax authorities