SUCCESS STORIES

The following is a sample of some of the significant savings our Partners have achieved for clients:

• Provided audit defense/overpayment review which resulted in a net refund of more
than $4 million in sales/use tax for a Fortune 500 insurance company;

• Provided audit management and overpayment review which achieved sales/use tax
audit reductions and refunds exceeding more than $3 million for a Fortune 500 world
wide steel manufacturer;

• Provided multi-state overpayment reviews which resulted in the recovery of more than
$2 million of sales/use tax for a multi-state manufacturer of consumer and industrial
products;

• Provided audit defense/overpayment review which resulted in the sales/use tax sav-
ings and refunds of more than $1.5 million for a multi-state paint and coating manufac-
turer;

• Provided an overpayment review which resulted in more than $1 million of sales/use
tax refund for a multi-state automotive parts manufacturer;

• Provided audit defense which achieved sales/use tax audit reductions and refunds
exceeding $750 thousand for a North American software development company;

• Implemented Ohio direct payment sales/use tax compliance in conjunction with providing audit defense and a refund review for a multistate tire manufacturer, which resulted in refunds and audit reductions of more than $2.3 million;

• Updated Ohio direct payment procedure and conducted participatory audit / refund review for a multistate manufacturer of paint and coatings, which resulted in more than $5 million dollars of refunds.