Unlocking Hidden Cash: Calvetti Ferguson’s Experts Reveal Sales and Use Tax Refund Opportunities

Transforming CFOs, Controllers, and Treasurers' Tax Management Through Expert Insights

CFOs, controllers, and treasurers are sitting on a goldmine – untapped sales and use tax refunds. Calvetti Ferguson, a regional accounting and consulting firm with clients nationwide, is helping businesses unlock this hidden cash through expert-led refund reviews.

Brian Valencia and Orges Lleshaj recently shared their invaluable insights with financial executives, shedding light on how to identify overpayments, explore potential exemptions, and maximize refund opportunities. Bryan, a seasoned tax expert who leads the tax incentives team, and Orges, head of Calvetti Ferguson’s sales and use tax practice, bring a combined wealth of knowledge to the table.

Calvetti Ferguson Team’s Proven Track Record

With a strong focus on tax compliance and advisory services, Calvetti Ferguson’s sales and use tax team has a proven track record of helping clients recover substantial refunds. For example, one client in the energy industry received a $2 million refund after a comprehensive review. Another client in manufacturing recovered over $500,000 in overpaid taxes.

These results highlight the team’s deep understanding of complex tax regulations and ability to identify hidden refund opportunities that often go unnoticed.

Calvetti Ferguson’s Unique Approach

What sets Calvetti Ferguson apart is its data-driven approach to refund reviews. The firm leverages advanced analytics and tax software to efficiently analyze vast amounts of data, pinpointing areas of potential overpayment. This streamlined process minimizes disruptions to daily operations and accelerates the refund process.

Take Action Today

Don’t let valuable funds slip through the cracks. Contact Calvetti Ferguson today to schedule a complimentary consultation. Our experts will assess your business’s tax situation and identify potential refund opportunities.

By partnering with Calvetti Ferguson, you can:

  • Gain peace of mind through optimized tax compliance
  • Recover significant cash to improve cash flow
  • Enhance financial performance

Watch the entire presentation here

Bryan Valencia

Bryan Valencia is a seasoned tax professional with over three decades of experience in public accounting. As a tax partner and head of the tax incentives practice, he brings strategic leadership to Calvetti Ferguson. His expertise spans federal taxation, with a particular focus on complex issues for international and state tax clients. Bryan has a proven track record in successfully navigating IRS examinations and providing tailored solutions for businesses across various industries, including manufacturing, oil and gas, distribution, engineering, software, healthcare, and real estate. His comprehensive service offerings encompass federal and state tax compliance, strategic tax consulting, and specialized tax credit optimization. A dedicated community member, Bryan actively contributes to organizations such as the Financial Executives Networking Group, Woodlands United Methodist Church Foundation, and Boy Scouts of America.

Orges Lleshaj

Orges Lleshaj is a seasoned sales and use tax professional with over eight years of industry experience. His expertise lies in providing strategic tax advice and compliance solutions to businesses operating in a complex regulatory environment. Prior to joining Calvetti Ferguson, Orges honed his skills at a Big Four public accounting firm, where he gained in-depth knowledge of various industries, including energy, manufacturing, telecommunications, and financial services. His proficiency extends to defending clients during tax audits, conducting in-depth refund reviews, performing comprehensive tax research, and managing voluntary disclosure agreements. Orges is a certified member of the Institute for Professionals of Taxation.

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