Q. How much of my time/my staff’s time is required?
A. A minimal amount of time is required by the Client only to retrieve tax/payroll data.  If you are unable to retrieve the data necessary, we will do this for you through the state agencies at no cost to you. Our services are non-invasive - our work is done entirely on our premises.
​All communication – written and verbal – is handled by us so you are not inconvenienced by inquiries from the tax agencies.


Q. How far back can PTR go to find an overpayment?
A. Typically 3 years, depending on the state(s) in which you do business.


Q. When do you get paid?
A. You pay us only after you receive your refund or credit.


Q. Who receives the refund?
A. All refunds are made payable to you, the taxpayer, and are sent to the address of record with the tax agencies.


Q. Does working with PTR mean a long-term commitment?
A. No, our service is a one-time engagement so there are no ongoing obligations required when working with PTR.


Q. How qualified are PTR consultants?
A. Our team of former Big 5 Accounting firm professionals and CPAs have years of experience in multi-state operations. Rest assured that we will never use your company as a training ground for recent college graduates.


Q. What about the confidentiality of our clients' information?
A.  Our contract has a strict confidentiality clause that assures you that the information you provide us will be handled with the utmost care. Furthermore, you may choose to provide us with alternative information that does not disclose individualized employee personal data.

Commonly Asked Questions

Q. What if your analysis does not result in a discovery of a refund opportunity?
A. When you work with PTR, it is 100% risk-free because we work on a contingent fee basis. If we find nothing, you pay nothing. It is that simple.


Q. Are there any other fees associated with your service?
A. There are no hidden fees or ongoing obligations required when working with PTR.
​Our Services Agreement is closed-ended and the total fees payable are contingent upon what we recover. We pay for any out-of-pocket costs associated with our services such as retrieving information from payroll services, tax agencies, etc