Testimonials
Credit Union - Reverse Audit & Refund Assistance Client
“Our Collections team at Kinecta has a long-standing business relationship with Joan with respect to filing CDTFA Sales Tax Refunds. We’ve come to rely on her experience in ensuring that our claims get filed correctly. She always goes above and beyond to answer questions throughout the process. Joan has the right connections and consistently followed up with the state auditors to avoid delays, which helped tremendously. Our credit union has generated substantial income from these refunds for several years now – thanks to Joan’s expertise!”
Credit Union - Reverse Audit & Refund Assistance Client
“Filing for a CDTFA Sales Tax refund can be a complicated and rigorous task, but Joan made the process simple and very rewarding. Joan personally went out of her way to change our CU’s filings from quarterly to annually all while earning us backdated sales tax refunds from 2016 that generated an outstanding income for our credit union. Joan and Zach truly went above and beyond to meet our needs and thoroughly answer all of our questions and I look forward to working with them in the future. ”
Financing Company - Reverse Audit & Refund Assistance Client
“Excellent customer service. ARC made this complex process simple. All we had to do was send the data and they did the rest. The tax refunds came in much earlier than we had anticipated and they maximized every opportunity to get us the largest refund. Highly recommended.”
Manufacturing - Audit Defense Client
“Our business was facing a sales tax audit made more difficult by a change in CDTFA audit staff partway through. Joan was able to navigate the various requests and personalities while employing her vast knowledge of sales tax as specific to our industry. Ultimately, we were very satisfied with the audit outcome and would highly recommend Joan’s expertise.”
Accounting Firm - Client Referral
“Joan was extremely helpful in guiding a mutual client through the process of a sales tax audit. Her knowledge and experience as well as her professional demeanor proved invaluable in dealing with the various aspects of the audit process. She is number one on my list of resources for sales tax questions and issues.”
Restaurant & Hospitality - Audit Defense Client
“After receiving a dreaded notice from the CDTFA regarding Sales Tax, Joan came highly recommended from our CPA. She took her time listening and learning about our business and our records. Her experience and knowledge helped us navigate what would have been a long and treacherous road. We were more than pleased with the final outcome, she saved us thousands of dollars, and headaches.”
Restaurant & Hospitality - Audit Defense Client
“We own and operate a few restaurants and Joan was incredibly helpful in navigating a challenging situation with the CDTFA. Her expertise, experience and deep knowledge produced optimal outcomes. We are so thankful to have found Joan and highly recommend her.”