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What to Expect from a Utility Tax Service

Your utility bills include state and local taxes that can add up quickly. Some companies qualify for tax exemption status based on their processes. You can’t claim this exemption without completing the appropriate study. Hiring a utility tax service will provide the necessary documentation to take advantage of tax exemptions.

Complimentary Review

A utility tax service will provide a complimentary review to determine whether you may be eligible for tax exemption. Predominant use studies can be expensive. You must feel confident that you will get positive results before going forward.

Utility Study

Your utility tax service will schedule your predominant use study if you pursue the tax-exemption status. This study evaluates the percentage of energy used by qualifying equipment and processes. How much energy use is required and what your tax exemption will look like varies by state.

Refund Filing

Most states offering utility tax exemptions allow companies to claim back taxes paid over a specific period. Some states only allow filing back up to three years, while others allow up to 10 years. Your utility tax service should help you with filing for these refunds.


Once approved for your sales tax refund and future exemptions, you will receive a lump sum payment for the sales tax you paid.

If you’re looking for a dependable utility tax service, visit the B. Riley Financial website to schedule a consultation.