Sales & Use Tax Experts On Your Side

KeyTax specializes in the complex area of Sales and Use Tax, ensuring compliance and maximizing your returns.


Tax dollars returned.


Customers through the USA.


Years of combined experience.

We simplify recovering your money.

We believe you should be free to focus on what you do best.

Step 1

Analyze Vendor Spend

All we need is access to your vendor file and spend detail.

Step 2

Inform You of Findings

Receive a detailed overview of potential savings.

Step 3

Facilitate Filing

We manage the refund from end to end, ensuring timely refunds and appeals.

Ongoing & Multi-State Support

As a KeyTax client, you are entitled to continuous support, research, and training to capture and maintain future savings leveraging refund precedents.

Upon request, KeyTax provides multi-state support or refund analysis on a state-by-state basis.

Your success is our success.

KeyTax is compensated on a contingency fee basis, so we are highly motivated to fight for every dollar your company deserves. You pay us only after we deliver results. Fair and transparent, with nothing to lose.

Get access to insider knowledge.

KeyTax is led by former state auditors. We know exactly what the Department of Revenue is looking for.

Since 2005, we've conducted sales tax refund reviews for numerous large taxpayers across the nation and are recognized as one of the top sales tax filers nationwide.

Get advice from the best.

"Handled with precision and care."
Sales tax recovery is clearly a specialized industry and that’s why we choose KeyTax. Their expertise in corporate sales tax recovery has not only saved us significant amounts of money but has also streamlined our tax processes. It’s allowed us to continue to scale while relying on them as partners to help us with Sales Tax.

Phil Benckle


Frequently Asked Questions

What time and resources are required from our company?
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Minimal effort is needed from your team. Simply provide us with access to accounts payable reports and invoicing systems, and we'll take care of the rest. We can perform remote or on-site reviews, whichever is more convenient for you and your team.

What is the statute of limitations for filing a refund claim for overpaid taxes?
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The statute of limitations varies from state to state. Some states, like Pennsylvania, carry a three-year lookback while others, like New Jersey, have a four-year lookback period. If a company has an on-going audit, any period that the taxing authority has open under audit is also open for a Reverse Sales & Use Tax Audit.

Can you help me with my tax compliance?
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Yes, we can help you ensure compliance with all applicable tax laws and regulations. Our tax experts stay up to date with the latest tax codes and regulations, to ensure you’re not exposing yourself to audit liability.

How can we get an estimated savings before committing resources?
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For our initial analysis, we only require a few pieces of information: access to the accounts-payable reports that detail all the purchases made by the company for the period in review, and access to the company’s ERP / invoicing system. Once we perform our initial review, we can give you a detailed overview of our results and the refund opportunity that exists.

What is the expected timeline for receiving refunds?
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There are 3 stages in the refund appeal process (Board of Appeals, Board of Finance and Revenue and Commonwealth Court). The timeline for receiving refunds can vary, ranging from 6 to 18 months, depending on the level of appeal.

What are KeyTax's responsibilities once the filing period is concluded?
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We become your free Tax Help Line! You gain indefinite access to our experience and expertise. You can contact us at any time for answers to any of your sales and use tax questions, and we stand by your side during any audit or inquiry.

What is a Reverse Sales and Use Tax Audit / Sales Tax Recovery?
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A reverse sales and use tax audit is the process of reviewing previous years of purchase data in an effort to find erroneous sales or use tax charges or accruals. Generally, these errors are due to a misapplication of tax laws by the seller or oversight of an exemption provided by the state.

What are the general items you look to get refunds?
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Most firms conduct a targeted review based on the industry, but this is not how we operate. KeyTax consultants will look at every single purchase in their review, not just the low-hanging fruit. If there is refund opportunity, we will find it regardless of the invoice amount.

Can a refund be used to offset a current audit?
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Yes, refunds can be used to offset audit assessments. In addition to reducing the liability imposed, the offset can lower the amount of penalty and interest, resulting in a significantly lower assessment. In some cases, the refund amount can be larger than the audit liability resulting in a net refund for the company.

Learn more.

Chat with our experts to discuss an initial analysis and your tax recovery opportunities.

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