Perceptive Tax Advisory Group
Delivering High Value and Quality Results
Our diverse team of CPAs, Lawyers, prior Big 4 consultants, Fortune 100 Industry executives as well as Government appointees bring together an immense wealth of knowledge through decades of collective experience.
We specialize in Multi-State Sales and Use Tax Consulting as well as streamlining the qualification process for state tax programs such as the California's New Employment Credit (NEC) and the Sales and Use Tax exclusion and partial exemption programs. We also provide services in the areas of tax credits and incentives.
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Our mission is to help all types of businesses manage their tax expense effectively and optimally. We strive to be the trusted tax advisors of our clients. Our Team has provided tax consulting services to over 150 businesses to date.
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California - Sales and Use Tax Exclusion and Partial Exemption Programs
Our services include assisting clients in qualifying and quantifying purchases subject to partial exemption or full exclusion from sales and use tax in California and other states. We help California businesses manage the sales and use tax expenses by correctly identifying purchases that could qualify for these SUT programs.
Multi-State Sales and Use Tax Consulting
Our services include multi-state sales and use tax (SUT) refund studies, taxability matrices, nexus studies, audit defense, voluntary disclosure negotiations, and corporate restructuring to support income and sales tax planning. Our innovative sales tax approach addresses key functions of a client's business operations aimed at identifying optimized procedures resulting in tax savings.
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Tax Credits and Incentives Consulting
Our firm specializes in assisting businesses effectively avail of the California New Employment Credit (NEC). NEC is for employers that:
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Hire qualified full-time employees
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Receive a reservation for that employee
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Pay wages for work performed by that employee in a designated geographic area (DGA)
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Report the credit on a timely filed (including extensions) original returns
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Employee Retention Credit:
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We assist clients in navigating complex tax rules to properly qualify for and claim this credit.
Custom Sales Tax Solutions
The Sales Tax process is very complex and involves many different government agencies from State to Municipal levels. We utilize cutting-edge ai tools and secure data processing software to optimize our workflows, handle big data, and integrate our sales tax solutions within your Company's operations.