Why the tax code on toll services doesn’t cover today’s LD plans. -- Which calls fall outside the tax code. -- What you need to document your case. -- How and where to file for a refund. -- How to complete the refund claim form. -- How to size your claim. -- Time and dollar limits... and more!

Each year, businesses big and small pay nearly $2 billion in federal excise tax on long distance phone calls. But the calling plans almost all companies use fall outside of the tax code because of the way calls are billed - and should therefore not be subject to the 3% federal excise tax. The lawfirm of Levine, Blaszak, Block & Boothby put the IRS’s interpretation of the code to the test in a case in U.S. District Court in Ohio. They’ve now won, and the almost $400,000 in refunds that client OfficeMax stands to collect will go right to its bottom-line.

Now we’ve compiled the step-by-step guidance so you can apply for your refund, including the necessary IRS Forms and detailed stories from Voice Report in a new handbook, plus 90 minutes of legal guidance on tape or CD-ROM from lead attorneys on the OfficeMax case, Hank Levine and Stephen Rosen. They’ll walk you through the law, forms and process to secure your FET refunds. Cut 3% off your telecom bill right now – and secure hefty refunds of taxes already paid! With the handbook & tapes, discover:

  • Why the tax code on toll services doesn’t cover today’s LD plans.
  • Which calls fall outside the tax code.
  • What you need to document your case.
  • How and where to file for a refund.
  • How to complete the refund claim form.
  • How to size your claim.
  • Time and dollar limits.
Selected Table of Contents
  • How One Firm Recovered $380,000 from Uncle Sam
  • Filing an IRS Refund in 5 StepsWhy Your Enterprise is Overpaying the IRSThe Cost-Benefit Analysis of Filing a ClaimHow to Ensure You Don’t Overpay
  • A Step-by-Step Way to Get the Refund You’re Owed
  • A Primer on the FET on Long Distance Services
  • IRS Form 8849-Claim for Refund of Excise Taxes
  • What to do with Form 8849
  • IRS Form 8849, Schedule 6
  • What to do with Form 8849, Schedule 6
  • IRS Form 2848
  • One Big Fat Warning Before You Try to Collect

Let Hank & Steve Walk You Through the Forms,
Step-by-Step, on Tape!

Hank Levine specializes in representing large telecom users in transactions and disputes with carriers. He has negotiated contracts and outsourcing agreements, and resolved disputes with carriers, on behalf of many Fortune 100 companies. Steve Rosen specializes in federal and state regulation of telecom services. He has counseled clients on the regulatory status of various services and brought complaint proceedings against common carriers before the FCC and in federal district court. Stephen also has been active in telecom tax issues. Both are partners in the D.C. lawfirm of Levine, Blaszak, Block & Boothby.

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