Manufacturing Tax Services

MANUFACTURING REFUNDS & EXEMPTIONS

Nationwide manufacturers are continuously subject to evolving tax regulations, rates, laws, and exemptions, increasing the likelihood that manufacturing entities are overpaying on their state and local taxes. The expert consultants at Invoke Tax Partners are consistently seeing this trend in our clients’ sales and use tax overpayment reviews and complex personal property tax bills across all manufacturing industries. Serving as a single-source tax partner for some of the nation’s largest and most complex manufacturers, Invoke Tax Partners has developed a system to ensure the manufacturing industry is taking full advantage of all complex sales tax strategies and exemptions available in their industry, all the while recovering in detail overpaid sales taxes, netting significant annual tax savings.

For over 20 years, our complex personal property tax and sales and use tax practices have specialized in recovering overpaid taxes, reducing tax liabilities and minimizing future state tax exposure by implementing best practices and technology for manufacturers across the nation. As one of the most complex service industries Invoke partners with our expert tax consultants possess the experience and relationships necessary to achieve only the best results for multi-state manufacturing companies across the country. Contact us today to speak with an expert on areas within complex personal property tax or sales and use tax where you are likely to be able to save millions of dollars on tax assessments and obtain optimal tax refunds.

Manufacturing Industry Tax Partnership

Recover Overpaid Taxes Image
Recover Overpaid Taxes

Reduce Tax Liabilities Image
Reduce Tax Liabilities

Implement Best Practices Image
Implement Best Practices

Complex Personal Property Tax Services for Manufacturing Entities

Given the nature of the manufacturing industry, complex personal property taxes have proven to be one of the most threatening cost expenditures to the bottom lines of our clients. With compliance necessary in most jurisdictions, complex internal audit requirements, and the sporadic nature of audits by state and local taxing authorities, complex personal property taxes are frequently overpaid, and manufacturers across the nation are not adequately obtaining relief.

Our complex personal property tax consultants have significant knowledge of the taxation patterns and tendencies seen in local taxing authorities across all jurisdictions and possess the relationships necessary to achieve reductions manufacturing entities deserve. Our complex personal property tax review process includes an analysis of the manufacturing industry’s most historically lucrative tax minimization strategies, including:

  • Pollution Control Exemptions
  • Fair Market Value Studies
  • Inventory Valuation
  • Freeport Exemptions
  • Inutility Studies
  • Functional & Economic Obsolescence Analysis
  • Credits and Incentives Negotiation & Compliance
    • Bond for Lease
    • PILOT Agreements
    • FILOT Agreements
    • Abatements

  • Abatement Negotiation and Compliance
  • Fixed Asset Inventory Services
  • Ghost Asset Studies
  • Fixed Asset Inventory & Reconciliation
  • Asset Tagging Services

Changes in personnel, audit notifications, unexplained increases in property taxes, and unexplained fees charged by a current consultant are all noteworthy instances that threaten the bottom line of manufacturing entities of all sizes. To stay in front of and in some cases avoid these costly circumstances, our expert property tax consultants recommend a proactive approach to complex personal property tax savings.

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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

Director of Complex Property Tax

Ellen Zumar

Director of Complex Property Tax

Lead Consultant | Complex Personal Property Tax

Ellen Zumar 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 Consulting for Manufacturing Entities

Manufacturing entities across the nation are subject to increasing sales and use taxes due to the high volume of transactions associated with the nature of manufacturing and distribution. Because nearly all of today’s manufacturing companies are providing their product to states in many regions across the country, they are subject to being taxed from state and local authorities with significantly varying tax laws and exemptions.

Our manufacturing sales and use tax practice has developed a proprietary sales tax transaction review process that allows our team to analyze 100% of transactions available. This process allows us to successfully identify all invoices with applicable sales taxes. The population of taxed invoices is then reviewed against respective state and local tax laws to ensure all qualifying exemptions are being utilized. Within this process, our team frequently discovers misallocated and overpaid sales taxes resulting in over assessed values and tax bills for manufacturers.

Because sales tax audits are not cyclical, it is imperative that manufacturing entities, especially those with facilities in multiple states and regions, are proactively working with a sales and use tax partner to ensure consistent results for their bottom lines. If your business is under a sales tax audit in one or more states, this is the time to contact our experts. Audits typically result in an increase in tax bills when working without an experienced tax consultant due to limited transaction review scope and missed exemption opportunities.

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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)

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.