Getting (Money) Back to School

JPM had called on an Ohio public school district for several months to determine if we could help them review certain purchases for inadvertent tax payments. After several conversations, the school district agreed to engage JPM for the review.

Upon reviewing their purchase history, it was concluded that several tax refund opportunities existed. JPM prepared all refund documentation and worked directly with the governmental agencies on behalf of the school to secure $35,000 in tax refunds. Furthermore, because one of the school’s vendors is unable to change its billing practices, JPM now assists the school district with filing tax refunds every six months.