ARE YOU LEAVING MONEY ON THE TABLE??
We help NORTH CAROLINA NONPROFIT entities to claim a refund for the SALES TAX they have paid for the past 3 YEARS. We do this by becoming a partner to your organization, gathering the necessary data and completing the required forms. Let's get started!!
Allyson H. Sawtelle, CPA, CEO
TESTIMONIALS
Client Reviews
"Allyson Sawtelle has been integral in setting up and managing the online financial management system for our non-profit. She is thorough and detailed - much needed qualities in a CPA - as we navigate the various tax laws/implications for 501(c)(3) non-profits. Allyson is professional and has a vast knowledge of the Quickbooks operating system. She also possesses the heart of a teacher, a quality that has been valuable as our non-profit moved from a "ledger book" system to an online comprehensive financial accounting system. Because of her work with for-profit businesses, Allyson has helped navigate our non-profit to a financially stable business model, helping to ensure our financial future for years to come. Her expertise is a great resource and we highly recommend her!"
Melanie Forbes Cook - Farmington Community Association, Inc, Mocksville, NC
"I am so thankful for Allyson. Our church was switching over from an old financial church specific system to an up-to-date software (Quickbooks) and moving several years of data to the new system to reconcile the bank statements. She was our answer to prayer….I call her the Oracle! We really needed a CPA who was familiar with nonprofit and church regulations and nuances…this is hard to find and we are thankful it was Allyson who came to our rescue. Because of her experience with non-profit and for-profit accounting and the required laws for both, this makes her one of top accountants for setting up structures and seeing the bigger picture of what is needed to make a system run smoothly. Allyson is a professional who is a great listener, has strong integrity, is intelligent, a patient teacher, and really does care that your financials are accurate and complete.."
Margeaux, Statesville, NC
What are the benefits?
How Can We Help?
With almost 40 years of accounting experience and 20 years in the nonprofit industry, Allyson H. Sawtelle, CPA, P.A. can identify pain points for your nonprofit, work with your staff and board to create solutions, then implement processes and technology to make the needed transformations.
*North Carolina is one of the very few states that requires nonprofit entities to pay sales tax on purchases then request refunds after the fact.
*We have developed a system to capture the taxable purchases, calculate or validate the sales taxes paid, then prepare the forms to request refunds of the tax.
*After catching up the refunds for the past 3 years, we will create systems for your staff to capture the sales taxes and request refunds moving forward.
*Your organization can use these refunds to reinvest in your community and mission.
STILL GOT QUESTIONS?
Frequently Asked Questions
How does this process work?
*During a FREE Discovery Call, Allyson will determine whether the sales tax refund process is a good fit for the organization based on historical accounting records
*If it appears to be a good fit, we will sign an engagement letter to work together on the sales tax refunds
*Once the engagement letter is signed, a deposit of 50% of the anticipated fees for the consulting will be collected up front
*Allyson or her staff will work with the organization to gather the necessary documentation to prepare the required sales tax refund requests
*The sales tax refund requests will be completed by our staff and returned to the organization for review, signature and mailing to the NC Department of Revenue
*Average time to receive refunds after mailing to the NCDOR is about 4 weeks
*After the receipt of the sales tax refunds, the balance of the consulting fees will be due to Allyson H. Sawtelle, CPA, P.A.
*We will then setup the organization's accounting system to capture the sales taxes by county as they are paid. We will also train the organization's staff to complete the sales tax refund requests semiannually.
*Here is the link to Book a FREE Discovery Call to get started!
What is the estimated ROI (Return on Investment) to work with Allyson H. Sawtelle, CPA, P.A. on this project?
*Historically, the consulting fees for gathering the data and preparing the sales tax refund claims, then setting up the accounting system and training the staff to claim the refunds moving forward is 15% - 25% of the refund amount (based on hourly billing rates).
*This results in an estimated 75%-85% ROI to the organization!
Will I work with Allyson as a CPA or another team member?
*Staff members will work with the organization to gather the data for preparing the sales tax refund requests.
*Allyson will review the final sales tax refund requests and compare them to the supporting data before sending them to the organization for final review, signature and submission to the NCDOR.
Apply now before all spots are gone!
Book a no-cost 1 on 1 discovery call to discuss how to get your Sales Taxes Refunded!
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