This case study highlights how Clarus Partners helped Mako Medical, a healthcare diagnostic testing company, secure over $130,000 in sales and use tax refunds. Through a combination of tax research and a reverse audit (refund review), Clarus identified potential tax savings on lab supplies by exploring state exemptions. The process was conducted on a contingent fee basis, ensuring no financial risk to the client. Even after fees, Mako Medical achieved a significant net gain. The client praised Clarus for their expertise and straightforward approach to the refund review.

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