“They always find substantial tax overpayments for us and provide us with easy tools to minimize our future errors.”
Accounting Supervisor
Premier Golf Equipment Manufacturer
Case Study

This Georgia manufacturer turned to us for guidance with the new and changing tax exemptions in Georgia.

“Our industry is very specialized and our tax software manufacturer couldn’t help us identify the correct tax codes for product taxability. I listened to a tax seminar by Cherry Bekaert (formerly Windward Tax) and engaged them to do the research which saved us a lot of time and money.”
Accounting Manager
Leading Pharmaceutical Company
Case Study

A multi-state manufacturer struggled with product taxability and mapping their tax codes into their tax automation software. They reached out to us for assistance.

“Their trainers have a more in-depth knowledge of our operations, especially after completing an overpayment review. They are able to discuss their findings and help the staff to learn from our actual examples discovered during the review.”
Senior Tax Manager
International Fiber Cable Manufacturer
Case Study

By conducting annual training for purchasing and accounting personnel, this international fiber company eliminated the need for overpayment reviews on an annual basis.

"When we were audited, we did not have the internal resources to counter the results. We decided to bring on Cherry Bekaert to review the audit results. We really appreciated their hard work and results, and continue to retain them for sales and use tax projects.”
Director of Finance
Automotive Parts Manufacturer
Case Study

We took a six-figure audit assessment and turned it into a six-figure refund.

“They conducted themselves with professionalism and skill, and achieved impressive recovery numbers. The report of findings issued post review was clearly laid out, and aided in identifying gaps in processes that should be addressed to maximize tax savings. The training sessions, materials and recordings are invaluable tools."
Senior Tax Analyst
International Cable Company
Case Study

This international cable company needed an extension of their tax department to help manage sales and use tax processes throughout the organization. By working at the local level, we achieved more than $230,000 in tax refunds.

“Working with this firm has been a very positive experience. There were no out-of-pocket costs and we netted refunds. They also helped with training our team. I trust Lauren, as she is focused on customer service.”
Financial Director
National Poultry Processor
Case Study

By thoroughly understanding the nuances of their industry and tax laws in Alabama, we achieved a six-figure refund for this poultry processor on one issue alone.

“They handled our reverse audit in a professional manner. We appreciate the thorough review to identify tax savings both during the review period and in future periods. The experienced staff explained all potential savings identified and maintained a high level of transparency throughout the engagement."
Accounting Manager
Snack Food Manufacturer
Case Study

After working with another consulting company for years, this food manufacturer brought us in as a fresh set of eyes. We successfully identified new tax saving issues and obtained a $150,000 refund.

“The team worked independently and felt like an extension of the tax department. The opportunities presented were well documented and follow up was professional and reliable. I’d recommend them as a trusted sales tax advisor to any company.“
Senior Manager, Sales and Use Tax
Aggregates and Building Material Manufacturer
Case Study

This manufacturer retained us to perform overpayment reviews for over 25 locations in multiple states. The result were significant tax savings and procedural changes for future tax savings.

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