Tax Recovery Services

Agile Consulting Group is a sales and use tax consulting firm dedicated to helping organizations stay compliant while fully maximizing the value of available tax exemptions. Since 2005, we have delivered more than $100 million in sales tax savings nationwide through recovery reviews and a comprehensive, turnkey suite of services. Our approach is rooted in deep technical expertise, proactive advocacy, and an unwavering commitment to client service.

Within the LeadingAge Washington community, our focus is on supporting Skilled Nursing Facility (SNF) members. We partner with facilities to align their accounting and tax systems with current Washington sales and use tax law, ensuring they fully benefit from exemptions they already qualify for. This includes recovering overpaid taxes, quantifying refund opportunities on prior purchases, filing refund claims with the Washington Department of Revenue, and issuing exemption certificates to vendors to eliminate erroneous sales tax charges going forward. In Washington, facilities may recover overpayments dating back to January 1, 2022, provided claims are filed by December 31, 2026.

Our work is entirely contingency-based, so the fees are calculated solely from successfully recovered refunds, and clients are never invoiced until funds are received and confirmed. Our goal is simple: help LAWA SNF members reclaim meaningful dollars, reduce future tax leakage, and reinvest those savings back into their teams, residents, and operations with no downside risk.
 

Interested in learning more?

– Contact Kevin K. Cincinatus, kevinc@salesandusetax.com or 770-810-5859
Read more here: Agile Consulting Group

Group Purchasing

LeadingAge Washington is pleased to announce it has chosen Vizient as their preferred group purchasing partner. This strategic partnership will enhance your organization’s ability to serve residents and patients with the most comprehensive products and services on the market at significant cost savings. https://hrsgpo.com/

Today’s senior living providers are facing incredible opportunities and incredible challenges. The opportunities relate to demographics, growing demand, and technological advancements. The challenges relate to competition, regulations, and senior preferences.

Whether your facility is looking to seize on these opportunities or address the challenges of your industry, we can help. We provide strategic purchasing solutions and operational support to help senior living providers thrive.

Interested in learning how we can help your community or organization?  

– Contact Emily Hughes, Regional Vice President, emily.hughes@hrsgpo.com or 206-295-8932

Group Employee Benefits (Ex. Medical, Dental, Vision & other)

 

Jennifer Ortmeyer, global insurance brokerage HUB International’s SVP of Employee Benefits in Washington, shares insight for our not-for-profit and mission-driven organizations dedicated to improving the aging experience. HUB advises how an organization’s culture, employees’ emotional connection to it and the power of the right benefits to support the culture are crucial to engaging employees and ensuring long term success.

The continuing difficulties of healthcare in Washington show little sign of abating: escalating cost pressures, a chronic labor shortage and greater risks to property, reputation and professional status. Healthcare organizations that provide forward-thinking benefits and implement effective risk management are more likely to thrive in the macro healthcare market. Click here to learn more from global insurance brokerage and LeadingAge member Hub International.

https://www.hubinternational.com/insights/outlook/2024/

Link to blog:

https://www.hubinternational.com/blog/2022/07/employee-culture-in-the-workplace/?sc_lang=en

Questions? Please reach out to:

Jennifer Ortmeyer, Senior Vice President- Employee Benefits
HUB International Limited
110​ Unity ​St. Bellingham,​WA​ 98225 
Office: 360-​603-4643 – Toll-free: 800-​339-9270
jennifer.ortmeyer@hubinternational.com