Equity Recovery Solutions

Government Entities

ERS professionals bring a wealth of knowledge and experience from serving a wide variety of different government entities. This expansive knowledge base allows our firm to bring an unparalleled level of experience. Below you will find some highlights of our recent successes with client service.
Provided audit representation and recovery services and audit representation for many of the University of California System campuses
Provided several in-depth training programs for the CSU System, various UC medical centers and campuses, Sales and Use Training for several County governments and the Association of Government Auditors.
Peformed refund recovery review for the largest unified school district in California and identified significant savings related warranty services
Peformed refund recovery review for the largest unified school district in California and identified significant savings related warranty services
Currently serving two of the larges 5 cities in Calfornia for sales tax recovery services.
Currently serving large water and wastewater treatment agency to correctly determine proper tax treatment
Provided audit representation and refund recovery services for top 5 County in California
Researched and obtained vendor refunds related to sample ballots and other voting materials based on detailed technical aspects of the sales and use tax law.
vendor refunds on modular furniture installation labor. Vendor taxed 100% of all charges and did not utilize regulation allowing 10% exemption.
Identified and recovered vendor refunds on maintenance contracts purchased by law enforcement department (included in total price with product and not separately stated on invoice). Vendor’s website proved that product could be purchased without maintenance, thus qualifying maintenance as optional (exempt)
Validated and recovered sales tax refunds from printing vendor. Printed items originally treated as taxable news publications. Successfully proved that items were actually marketing materials used by client with the ultimate purpose of promoting services, thus qualified as an exempt “Printed Sales Message”.