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CPA Firm Calls Upon O&A's
Specialized Skills
A small CPA firm recently found
itself in unfamiliar territory when their large medical practice client
underwent a Sales & Use Tax audit. Matters worsened when the state Sales
Tax auditor proposed more than $100,000 in additional taxes. Feeling this
couldn't be correct, the CPA firm hired O&A to assist with the audit
representation.
We applied
appropriate case law to the situation and determined the tax auditor's
treatment of the situation was incorrect. Our position showed the state was
trying to overtax the medical practice by $86,000. Our report showed the proper
assessment to be $14,000.
The client was
thrilled and the CPA firm retained them as a client. In addition, the CPA firm
used our tax research to solicit two other large medical practices. These
practices were also handling this tax situation incorrectly.
The
Result: The CPA firm's client saved $86,000 on the audit, and the CPA firm
gained two additional clients.
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