Full Outsource Case Study – Manufacturing

Invoke has been engaged with a provider of infrastructure-related products and solutions with leading positions in construction products, energy structures, and transportation markets, for more than five years across fifteen states. Invoke is currently engaged to provide personal property tax, real estate property tax, and sales and use tax services for their multi-state business operations.

Complex Personal Property Tax Reduction

By the Numbers

$24.4M

2020 Appealed Value Reduction

25%

2020 Appealed Value Reduction

$492K

2020 Property Tax Savings

$28.4M

2021 Appealed Value Reduction

13%

2021 Appealed Value Reduction

$689K

2021 Property Tax Savings

Property Tax Key Takeaways

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National Portfolio

Invoke has been engaged with this provider of infrastructure-related products and solutions for more than five years across fifteen states for personal property tax and real estate property tax services for their multi-state business operations.

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Reoccurring Reductions

For tax year 2020 , Invoke reviewed the personal property valuations for sites with in-the-year appeal opportunities. In the four states where appeals were available, the initial assessment of these sites totaled more than $97M. Invoke achieved final assessments of approximately $73M resulting in a reduction in value of $24.37M and tax savings of nearly $500,000.

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Multi-Service

For tax year 2021 to date, Invoke has reduced the business personal property valuation by $20.28M for a tax savings of more than $500,000. In addition, Invoke has reduced real estate values by $8.10M for a tax savings of nearly $200,000. Altogether Invoke has achieved reductions to date for 2021 of $28.38M for a total tax savings of $689,307.

Director of Complex Property Tax

Ellen Zumar

Director of Complex Property Tax

Lead Consultant | Property Tax

Ellen exhibits a personal and professional commitment to hard work and precise attention to detail that consistently provides clients with a level of service that is hard to find in today’s fast-paced business world. She is keenly aware of the value of Relationships and Reputation.

Her experience includes extensive work in the manufacturing, printing and publishing, broadcasting, oil and gas, telecommunication, distribution, retail and hospitality industries.

Ellen’s many years of service in this industry have given her insight into identifying and quantifying significant and long-lasting property tax savings for our clients. Her success negotiating reductions in property tax liabilities across the United States has led to hundreds of thousands of dollars in property tax reductions.

Sales and Use Tax Manufacturing Audit Defense

By the Numbers

$3.2M

Sales and Use Tax Savings to date (All Entities)

$1.1M

Sales and Use Tax Audit Savings (Single Entity)

$116K

Sales and Use Tax Audit Net Refund (Single Entity)

Sales and Use Tax Key Takeaways

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Multiple Entities

Since the beginning of our engagement, Invoke has performed tax accruals reviews, sales tax overpayment reviews, and audit defense services across five separate entities and seven states dating back to refund periods in 2013. To date Invoke has generated more than $3.2M in sales and use tax savings.

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Complex Solutions

Our client found themselves with substantial sales and use tax audit liabilities and complex use tax issues in one particular entity. Invoke performed detailed research on the tax issues specific to the audit. We worked directly with the state auditor to resolve outstanding audit liabilities as well as with several customers and vendors to resolve tax assessments.

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Net Refunds

We continually complete detailed reviews of transactions to find opportunities for refunds and assessment reduction as well as a comprehensive use tax reconciliation, allowing for additional refunds and reductions. One single audit’s liability was turned into a net refund of $116,000 and a total tax savings of more than $1.1M.

National Director of Sales & Use and Severance Tax

Scott Schwertner

National Director of Sales & Use and Severance Tax

Lead Consultant | Sales and Use Tax

Scott Schwertner leads the Sales & Use Tax Team for Invoke. Scott has 20 years of Sales and Use Tax experience and has worked across the United States for some of the largest manufacturing, chemical and oil and gas companies. He has extensive experience completing refund projects, audits and managed audits. Scott has spent his entire career providing professional and ethical Sales and Use Tax saving services, and his commitment to clients has created lasting business and personal relationships over the past two decades. Scott holds a BBA in Accounting from Texas A&M University.