Stop Overpaying and Start Maximizing Your Sales Tax Savings.

Recover overpaid sales tax and remain in compliance!

Does Your Business Need Sales Tax Consulting?

Do you have sales tax nexus in your state? Are you selling a taxable product? If so, how do you collect sales tax? How do you properly complete sales tax filing? Sales tax rules and regulations are subject to frequent change, and every state is different. Maintaining compliance is challenging – yet critical.

In our 16 years of service, we have never engaged with a client we could not help. Sales tax is a demanding subject. Without an expert on your team, saying compliant without spilling into overcompliance and overpayment is challenging – to say the least.

As sales and use tax pioneers, we’ve paved the way for business savings through beneficial and relevant interpretation of sales tax law.

National Recognition for Growth & Excellence

As a 2026 Inc. 5000 honoree, Agile Consulting Group stands among the nation’s most dynamic private companies, delivering measurable results for our clients year after year.

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Recover Sales Tax Refunds

Two coworkers smiling and reviewing a tablet in a bright office

What Are Sales Tax Recovery Reviews (Reverse Audits)?

A sales tax recovery review, or reverse sales tax audit, is a detailed analysis of business operations to uncover sales tax refunds. In other words, we identify and return money due to you from overcompliance errors. Every reverse audit is distinct, because exemptions vary from state to state, and every business is unique.

Contingency-Based Sales Tax Reviews

As a service-oriented sales tax consulting firm, we conduct our reverse audits on a contingency basis. Why? First and foremost, contingency-based reviews benefit our clients – there is no risk in engaging with our sales tax consultants to see if we can be of assistance. Second, we are confident in our ability to deliver savings to our clients, often exceeding our customers’ expectations.

Sales Tax Consulting Services that Deliver Tangible Savings

Why let the state keep your money?

Align your tax and accounting systems with current tax laws

Sales and use tax law is constantly changing. Some come in the form of law changes, while others are a change interpretation of an existing law. When was the last time your tax and accounting systems were updated to capture such changes?

Maximize the benefit of the exemptions for which you qualify

State legislators, other taxpayers, the courts and even state taxing authorities have carved out tax exemptions intended to benefit your business. Take full advantage of them!

Recover prior overpayments

Each state has defined an open look-back period to allow taxpayers to identify and request refunds for taxes paid in error. If you don't act within this open statute of limitations, then the state gets to keep your tax dollars whether they were billed correctly or not.

Eliminate future overpayments

Based on your specific operations, we develop and share a custom taxability matrix that classifies common categories of purchases into taxable and non-taxable status to help you leverage these improvements going forward.

Train and educate your in-house staff

Whether the determination of taxability of purchases within your organization rests in the hands of purchasing, accounts payable or accounting, use our findings and taxability matrices to train and educate. Want help? We'll train your staff for you.

Develop ongoing, trusted advisor relationship

We view these recovery reviews as being similar to a doctor's physical exam - an event that should happen on a recurring basis to ensure good health. We want to build an ongoing relationship with you and become your go-to solution for external sales and use tax assistance.

Sales Tax vs Use Tax

Sales tax and use tax are commonly a source of confusion! Which one relates to your business? Do you need to worry about both? Are they the same thing? Although sales and use tax are complementary (and sometimes collected at the same time), they are different.

Sales Tax

Sales Tax is remitted to the state’s Department of Revenue by a registered service person or retailer. Generally, sales tax applies to the end user of a service or product and is charged to the purchaser at the point of sale. Sales tax is often added to the total sales price.

Use Tax

Use Tax is submitted to the Department of Revenue by the purchaser if sales tax was not collected when the merchandise was sold. For example, if an item were purchased exempt from tax then used in a taxable manner, use tax would have to be paid.

What Our Clients Say

"Thanks for all of your great work on this sales and use tax recovery project!"

Tax Counsel, Fortune 100 Passenger Airline

"Agile Consulting's sales tax consultants recovered favorable savings for Florida East Coast Railway by recovering overpaid sales and use taxes from prior periods"

VP of Tax, Class II Freight Railroad

"We appreciate that you bring unique and original tax savings ideas to us. Not only that, but you are willing to openly share those ideas to ensure these sales tax recovery projects are a win-win."

Tax Director, Fortune 50 Consumer Products Manufacturer

"Thank you for the hard work as I know getting refunds from the states isn't always easy. I'm happy with the results, much like the individual facilities receiving them."

Sr. Tax Manager, Fortune 100 Health Care Facilities Operator

"Agile's sales tax consultants have recovered over $3.2M in sales and use tax refunds for our hospital. Amazing!"

CFO, For Profit Hospital

Find the sales tax exemptions for your state

We’ve compiled state-specific research regarding the sales and use tax exemptions available in each state. You’ll also find helpful links to sales and use tax related content for each state revenue agency.

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