“Whether they are helping find overpayments or advising on best practice, Baker, Shore, & DiLorenzo is beyond compare in their consulting role.”
Steve Helms - Controller
Perry's Letter of Recommendation (pdf)
Download“One major area in question by NYS was sales tax related to our utilities. Mike Holt and Joe DiLorenzo reviewed our utilities information, conducted an analysis of our exempt and taxable use and presented their findings which were accepted by the New York State tax department. This resulted in the correct assessment of our utilities.”
Fred Wunning - Corporate Controller & Director of Tax
Latham Pool Products Letter of Recommendation (pdf)
Download“Recently, Baker Shore assisted us with a New York State sales tax exam and relentlessly worked with tax authorities from the Queens District office on our behalf. Their team provided expert consultation and guided us with preparation of a rebuttal, resulting in a substantial assessment reduction.”
Joseph Salvator, CPA, CGMA - Chief Financial Officer
Food Authority Letter of Recommendation (pdf)
Download“Baker, Shore & DiLorenzo has filed 2 separate sales tax returns and have recovered roughly $75,000 for Von Roll thus far… we will have a better understanding and should be able to avoid paying unnecessary sales tax going forward.”
Matt Couture - Finance Manager of North America
Von Roll USA Letter of Recommendation (pdf)
Download"We have retained their services for over ten years and in that time they have remained unobtrusive and accommodating...Most recently they engaged the state in a BCMS Appeal on our behalf. They were successful in arguing our case and obtained a a sizable recovery as a result"
James Bowen - Accounting Manager
Sahlen Packing Letter of Recommendation (pdf)
Download"I was able to get all the excess sales taxes paid over the years from NY state with the expertise and experience of the Baker Shore team. Also, your team was able to resolve our complex tax queries relating to our NY site and guide us to the right conclusion and kept us compliant"
Ashok Nayak - Associate Director of Taxation and Finance
Cipla Recommendation Email (JPG)
Download“Like most, we were initially concerned about our level of involvement and if requesting a sales tax refund might trigger a state sales tax audit. Over the course of nearly a decade, I’m pleased to say that even after three separate sales tax refunds, we have not had a NYS sales tax audit and our involvement was minimal during each occasion.”
Carine Madison - Controller
Redco Foods Letter of Recommendation (pdf)
DownloadAdditional Letters of Recommendation available upon request.