How a Restaurant Group Recovered $96k in Utility Sales Tax Overpayments
Who we are
The Approach
A multi-location (11 sites) casual dining restaurant group was operating across 2 states and had large commercial kitchens, refrigeration systems, and extended hours of operation. Their utility usage, particularly natural gas and electricity, was a significant monthly cost.
Align was engaged to complete a utility sales tax review for all locations. Our goal was to determine where exemption opportunities existed under each state’s tax code and recover past overpayments where possible.
Key Findings
Who we are
Financial Impact
Annual Tax Savings Going Forward:
Over $38,000 in reduced utility sales tax eliminated going forward.
Retroactive Refunds:
$96,000 in recovered sales tax refunds for the prior 3 years.
Total 3-Year Impact:
$210,000+ in combined savings and refunds
This exemption strategy now provides the restaurant group with a permanent reduction in operating costs (and a significant one-time refund) – freeing up cash for staffing, marketing, and expansion.
subscribe today!
Stay in the know on the topics you care about
