Managed Audit


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Managed Audit Services

While many companies choose to manage such audits internally or through their CPA, our firm has over 27 years in business dealing specifically with these types of audits. We are not a CPA firm, we do not provide bookkeeping services, nor do we process federal filings. We have a very specialized focus on supporting clients through the state tax audit process here in Texas. We have a team comprised of sales tax professionals who work diligently throughout the management of the audits. 

AUDIT MANAGEMENT: 

Comprehensive Audit services include:

  • Management: Entire audit process
  • Auditor Background: Analyze auditor’s history
  • Hosting: Entire audit hosted at Sugar Land facility 
  • Organization: Tax files under audit
  • Exposure: Prepare pre audit defense
  • Preparation: Customized tax defense 
  • Refunds: Refund review and recovery (Sales, Use and Franchise Overpayments)
  • Legal: In-house Tax Attorney 
  • Review: Exit Conference
  • Negotiate: Removal of Penalty/Interest 
  • Recommendations: Training and update for the future

Please feel free to contact me anytime with questions that may arise or if interested in arranging a meeting or conference call. 

For more information about our services, please contact us.


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