Exemption Program Includes the following:

~    Provide a written instructional exemption outline.  We will prepare, and send, via certified mail, an up to date, accurate and easy to follow, written instructional exemption outline (with Exhibits/Samples) that will be specifically tailored to your transaction pursuant to the program consultation.  This outline is designed to guide you through the intricacies of the specific exemption process.  ACE will provide follow up communications after your review if needed.
 

~    Conduct a review of the purchase agreement.   Upon being hired, we will ask to review a copy of the purchase agreement to find any provisions contained within which may jeopardize the exemption.  We will communicate with you if there are any areas of consequence.     

~    Conduct a delivery review.  Pursuant to the instructional exemption outline, you will be instructed on the delivery procedures including the documentation to obtain which will properly evidence the delivery.  You will be asked to send copies of these documents to us for review for accuracy and completeness.  We will communicate with you if there are any areas of consequence.       

~    Conduct a “first functional use” review.  Pursuant to the instructional exemption outline, you will be instructed on the proper procedures to complete the “first functional use” requirements, including the documentation to obtain which will properly evidence the “first functional use” of the property.  You will be asked to send copies of these documents to us for review for accuracy and completeness.  We will communicate with you if there are any areas of consequence.              

~    Conduct a complete review of the first 30 days of documentation to get started.  You will be asked to submit certain documentation for the first 30 days of the exemption period for our to review.  During this review we will look at the purchase agreement, delivery documentation, first functional use information, flight logs, fuel receipts, travel documents and other items essential to ensuring you are proceeding successfully.  After the review we will communicate our findings to you.  If there are any discrepancies, inconsistencies or other areas of consequence our experts will highlight and discuss them during this communication, or if everything is sufficient we will instruct you to proceed accordingly.

~    File the Consumer Use Tax Return.  We will gather information from the documentation received from you, and prepare and file the tax return with the Board of Equalization (BOE) claiming client’s sales and use tax exemption.  This filing will occur after the 30 day review is completed.  We will send you a copy of the tax return as it is filed with the BOE for your records.

~    Make records requests, if necessary.  In some instances it may be necessary to make a records request to the BOE.  This will allow our experts to determine what information the BOE has and is using as a basis to investigate, assess, and/or hold the sales tax or use tax on your property acquisition.

~    Provide continued support.  We will continue to provide telephone and email support as needed throughout the "test period" (6-12 months).  Our telephone number is (916) 647-6407, available 7 days a week.

~     Extend a discount rate on additional and continued services.  We will apply a 25% discount to our normal billing rates for additional and continued services beyond the first 30 days, if elected.  

______________________________________________________

Save between 8.25% and 10.25% of your purchase!

Visit our Services page for a comprehensive list of all of our services

 We will beat any competitor's legitimate written offer!
____________________________________________________________