Van Allen LLC ("VA") obtains substantial refunds and assessment reductions for its tax clients. Through thousands of cases, the firm has recovered or saved clients well over $100,000,000 of Pennsylvania tax. The firm’s tax services include:
- Sales/Use Tax Reverse Audits
While auditors tend to focus on identifying sales or use tax underpayments, VA works collaboratively with companies to determine if they have overpaid sales or use tax. Through the use of several proprietary tools, VA efficiently identifies tax refund opportunities and handles the appeals through the administrative boards and the judicial system. VA has developed hundreds of unique issues that it can apply to a new client’s business operations, allowing that business to operate more profitably.
- Audit Management and Defense
VA assists clients with all aspects of an audit, from discreet audit support to full audit management, and identifies opportunities to reduce the audit assessment.
- Net Income and Franchise Tax Refund Analysis
Auditors tend to focus on identifying underpayments of income and franchise taxes. VA reviews past returns, identifies overpaid income and franchise taxes, and assists clients with obtaining refunds from taxing authorities. Benefits of a refund analysis include increased cash flow, efficiencies from improved compliance processes, potential tax rate benefit, improved risk management, and reduction of penalties and interest.
- Property Tax Appeals
VA assists corporate clients throughout Pennsylvania in reducing their property tax liabilities. The firm understands the complexities of the Public Utility Realty Tax Act (“PURTA”) and, as a result, has repeatedly identified tax savings opportunities. Van Allen represents clients from the administrative level to the appellate level, if necessary.
- Gross Receipts Tax Appeals
Various gross receipts taxes are imposed on electric companies, telecommunications providers, transportation service providers, private bankers, and other companies. VA identifies gross receipts tax overpayments and helps clients obtain refunds of those overpayments. Having handled several gross receipts tax appeals for telecommunications companies, the firm is able to identify revenue that is excluded from the tax.
- Voluntary Disclosure and Amnesty Programs
Voluntary Disclosure and Tax Amnesty Programs are a means by which deficiencies in income and franchise tax returns can be corrected. VA can initiate discussions with taxing authorities and assist in completing the requisite applications and compliance associated with voluntary disclosure and tax amnesty programs. Most taxing authorities are willing to waive penalties and sometimes interest to taxpayers who voluntarily come forth and resolve any tax issues.
- Nexus Analysis
The first question in any state and local tax analysis is whether a company has “nexus” with the taxing jurisdiction. Only when a company has nexus can it be taxed by a particular jurisdiction. VA can analyze a corporation’s operations to determine if it should be paying Pennsylvania taxes.
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