Utility Exemption Studies

Strategic Tax Services Built for Savings & Compliance

At Tax-Mac LLC, we offer a full suite of specialized services focused exclusively on sales and use tax. Whether you’re looking to recover overpaid taxes, defend against an audit, or simplify compliance, our services are designed to deliver measurable results with minimal disruption to your business. Explore how each solution can benefit your operations.

Unlock Major Utility Tax Savings with a Professional Study

At Tax-Mac LLC, we help businesses cut unnecessary costs by uncovering opportunities to exempt certain utility charges from sales tax. Electricity, gas, water, and steam used in specific business operations—such as manufacturing, R&D, and qualified residential facilities—may be eligible for significant tax relief. To secure these savings, a professionally conducted utility exemption study is often required to document qualifying usage.

How We Help

Our utility exemption process is designed for maximum benefit and minimal disruption:

  • We evaluate your current utility bills to determine if your operations may qualify for exemptions under your state’s tax laws.

  • We map out the operational footprint—including building size, meter data, and equipment usage—to support the exemption claim.

  • A licensed engineer conducts a full site evaluation, documenting energy use and how it ties to production activities.

  • We deliver a detailed report with recommendations, outlining eligible exemptions and identifying potential refunds on taxes previously paid.


Simple, No-Risk Pricing

We typically provide utility exemption studies at no cost when included as part of a larger sales tax recovery project — especially when refund claims are submitted based on our findings. If you need a stand-alone study, we offer it for a flat, transparent fee.


Industries That Benefit Most

We serve a wide range of industries that often qualify for utility exemptions, including:

  • Aerospace & Auto Manufacturing

  • Food & Beverage Production

  • CNC, Lathe & Machine Shops

  • Media & Commercial Printing

  • High-Tech Clean Rooms

  • Concrete, Asphalt, & Chemical Plants

  • Residential Care Facilities

  • Mining & Extraction Services


Why It Matters

A utility exemption study isn’t just about savings — it’s also about compliance. It helps businesses:

  • Adjust to new utility vendors or rate structures

  • Reflect facility expansions or operational changes

  • Correct billing or tax errors from utility providers

  • Support exemption claims during audits or reviews


Get Started with Tax-Mac LLC

We offer a free, no-obligation review of your electric, gas, and water bills to assess your exemption potential. Let our experts determine whether your facility qualifies — and if so, how much you could save.

📞 Call (817) 517-0693

📧 Email: waltercsinc@gmail.com


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How do I know if my business qualifies for a utility exemption?

Eligibility depends on your state’s tax laws and how your utilities are used. If your operations involve manufacturing, processing, printing, food production, or other energy-intensive activities, there’s a strong chance you qualify. We offer a free review of your utility bills to help you find out.

What is the process for getting a utility exemption study?

We start by reviewing your utility invoices and understanding your business operations. Then, a licensed engineer performs an on-site assessment to measure energy usage. Based on this data, we prepare a formal study that you can use to claim exemptions and potential refunds.

What is a utility exemption study, and why do I need one?

A utility exemption study is a detailed analysis that determines how much of your utility usage qualifies for a sales tax exemption. Many states allow businesses in manufacturing, R&D, or certain commercial sectors to avoid paying sales tax on utilities used directly in production. The study is often required to support exemption claims or apply for refunds.

Can I claim refunds for past utility sales tax payments?

Yes! In many cases, you can apply for refunds on sales tax paid in prior months or even years. Once the study is completed and shows qualifying usage, we help you file for refunds with your state’s tax authority.
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