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Tax Recovery & Refund Services

Tax recovery bolsters bottom line for nine out of ten carriers

Most carriers wouldn't knowingly overpay for fuel or any other essential business expenses. So why do they overpay their taxes?

In reality, most carriers simply don’t know transportation tax law well enough to be confident that they’re paying only the correct and legal minimum amount of tax they owe. We know the law, and we know the trucking industry. We eat this stuff for breakfast, every day! As a result, more than 95 percent of the carriers and operators who look to OTS for recovery and planning help realize a reduction in their tax obligations.

OTS’ tax recovery services include:

• A thorough review of all tax-related documents, not just your tax returns
• Tax planning to prevent future overpayments
• Federal Excise Tax refunds
• Processing of road tax refund claims
• Sales tax refund requests from vendors
• State and local income and franchise tax refunds
• Reefer Fuel Refunds, Idle Time Refunds and PTO (Power Take Off) Refunds
• Audit support - OTS will represent you during an on-site audit, and act in an advisory
  capacity in the negotiation/appeal process

Our industry-targeted tax planning initiatives also
identify potential tax savings related to:

• Spin-offs
• Mergers
• Acquisitions
• Reorganizations
• New jurisdictions of operation
• Lease/financing arrangements
• New product lines

Lighten your load

OTS tax specialists know every aspect of trucking industry taxes, both above and below the critical AGI line. We can help you recover an overpayment of taxes, and lighten your tax load for the future.

Contact us today to get started down the road of tremendous tax savings!