State Tax Recovery for Financial Institutions Service Sheet

Does Your State Owe You Money?

Is your financial institution paying sales tax it doesn’t owe? Weaver can help get it back.

Many financial services companies mistakenly pay sales taxes on purchases that are tax exempt.

Financial institutions are often looking for ways to add value to their bottom line. Our clients have found that performing a sales tax recovery review is a worthwhile exercise to potentially generate additional cash. In addition, the process gives them peace of mind with the knowledge that their sales tax policies and procedures have been reviewed and updated to avoid overpayments in the future.