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Reducing telecom taxes and fees for the nation's largest telecom spenders

At Kairos Partners, LLC, we are committed to addressing and rectifying the most egregious telecom tax and fee billing errors that plague the nation's largest companies.

Our Wins

in Federal Excise Tax refunds for 100s of enterprises.

$40 Million

Our Wins

NJ Sales Tax Refund Fortune 50 Bank Holding Company

$2 Million

Our Wins

State and Local Tax Savings and Refunds Forbes Global 2000 Cruise Operator

$4.5 Million

Our Wins

State and Local Tax Savings and Refunds Fortune 50 Multinational Banking & Financial Services Company

$5 Million

Our Wins

State and Local Tax Savings and Refunds Fortune 50 Multinational Banking & Financial Services Company

$4.2 Million

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About Us

At Kairos Partners, LLC, we are committed to addressing and rectifying the most egregious telecom tax and fee billing errors that plague the nation's largest companies. Formed as a strategic joint venture between Kairos Group and Opportunity Associates in 2016, our sole focus is on identifying and eliminating erroneous telecommunications taxes, surcharges, and regulatory fees. Our highly specialized team, composed of experts in accounting, tax law, and telecommunications, is dedicated to uncovering cost reductions, investigating over-billings, and ensuring that our clients secure substantial credits, refunds, and savings. We pride ourselves on delivering precise, impactful results that resonate at the highest levels of corporate leadership.

Our Services

State Telecom Tax Reduction

Many businesses overpay state telecom taxes due to improper situsing of services or missed exemptions and caps. Kairos Partners identifies these errors through thorough analysis of telecom invoices, tax assessments, and service agreements. Our expertise in state-specific tax regulations uncovers savings opportunities by correcting misapplied rates and capturing exemptions, reducing your overall tax burden across all states where you operate.

Local Telecom Tax Reduction

With over 90,000 taxing jurisdictions in the U.S., leading to more than 10,000 types of local telecom taxes and fees, overpayments are common. Kairos Partners specializes in uncovering hidden local tax overcharges through meticulous analysis of your telecom bills. Our deep knowledge of local tax codes and regulations allows us to pinpoint discrepancies, secure refunds, and implement cost-saving measures for ongoing compliance.

Regulatory Fee Reduction

Telecom carriers often bundle multiple recovery charges under complex regulatory fee structures, making it difficult for enterprises to detect overcharges. Kairos Partners specializes in dissecting these fees, such as the Federal Regulatory Fee (FRF) and Universal Service Fund (USF) contributions, which are often miscalculated. We leverage our expertise in federal, state, and local regulations to identify and correct inflated charges, leading to significant savings.

1) Data Accessing

Obtain user credentials from client to access in‐scope wireline telecom vendor(s) online billing platforms (e.g. AT&T BusinessDirect, Verizon Enterprise Center, CenturyLink Control Center)

2) Data Accessing Data Gathering

Generate sampling of reports from each telecom vendor(s) online billing platform

3) Data Compilation and Analysis

Compile reports and begin in‐depth analysis of telecom taxes/fees/surcharges

4) Opportunity Summarization

Summarize quantified telecom tax/fee/surcharge reduction opportunities (e.g. prospective savings and/or credit/refund projections)

5) Opportunity Presentation

Present quantified telecom tax reduction opportunities to applicable client representatives via e‐mail

6) Opportunity Discussion & Assessment

Discuss telecom tax reduction opportunities via conference call and assess which opportunity(ies) client wants to pursue

7) Dispute/Refund Claim Compilation

Compile draft disputes or refund claims and submit to client for comment or approval

8) Dispute/Refund Claim Submission

Submit dispute/claims to telecom vendors/taxing authorities and obtain applicable tracking information (e.g. tracking, dispute numbers, refund claim numbers)

9) Dispute/Refund Claim Shepherding

Ensure that telecom vendors/tax authorities have the necessary data to effectively analyze, suppress, approve and credit or refund erroneous taxes/fees/surcharges

10) Tax/Fee/Surcharge Suppression Validation

Validate that erroneous taxes/fees/surcharges have been suppressed by telecom vendor(s)

11) Credit/Refund Validation

Present client with credit/refund memos and validate credits/refund on invoices/refund checks

12) Validated Savings Analyses

Aggregate telecom taxes/fees/surcharges and provide client with savings analyses (monthly, quarterly, bi‐annually, depending on terms of client engagement)

13) Ongoing Monitoring

Ensure that suppressed taxes/fees/surcharges stay suppressed for term of client engagement

Our Process

We streamline the complex process of telecom tax recovery into a seamless experience for our clients.  From accessing your telecom billing platforms and gathering critical data, to meticulously analyzing and identifying erroneous taxes, fees, and surcharges, we summarize the savings opportunities and guide you through every step.  

1) Data Accessing

Obtain user credentials from client to access in‐scope wireline telecom vendor(s) online billing platforms (e.g. AT&T BusinessDirect, Verizon Enterprise Center, CenturyLink Control Center)

2) Data Accessing Data Gathering

Generate sampling of reports from each telecom vendor(s) online billing platform

3) Data Compilation and Analysis

Compile reports and begin in‐depth analysis of telecom taxes/fees/surcharges

4) Opportunity Summarization

Summarize quantified telecom tax/fee/surcharge reduction opportunities (e.g. prospective savings and/or credit/refund projections)

5) Opportunity Presentation

Present quantified telecom tax reduction opportunities to applicable client representatives via e‐mail

6) Opportunity Discussion & Assessment

Discuss telecom tax reduction opportunities via conference call and assess which opportunity(ies) client wants to pursue

7) Dispute/Refund Claim Compilation

Compile draft disputes or refund claims and submit to client for comment or approval

8) Dispute/Refund Claim Submission

Submit dispute/claims to telecom vendors/taxing authorities and obtain applicable tracking information (e.g. tracking, dispute numbers, refund claim numbers)

9) Dispute/Refund Claim Shepherding

Ensure that telecom vendors/tax authorities have the necessary data to effectively analyze, suppress, approve and credit or refund erroneous taxes/fees/surcharges

10) Tax/Fee/Surcharge Suppression Validation

Validate that erroneous taxes/fees/surcharges have been suppressed by telecom vendor(s)

11) Credit/Refund Validation

Present client with credit/refund memos and validate credits/refund on invoices/refund checks

12) Validated Savings Analyses

Aggregate telecom taxes/fees/surcharges and provide client with savings analyses (monthly, quarterly, bi‐annually, depending on terms of client engagement)

13) Ongoing Monitoring

Ensure that suppressed taxes/fees/surcharges stay suppressed for term of client engagement

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Erroneous telecom tax reduction for the world's largest telecom spenders

At Kairos Partners, LLC, we are committed to addressing and rectifying the most egregious telecom tax and fee billing errors that plague the nation's largest companies.

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