bakershore.com

What It Is

Baker, Shore & DiLorenzo Consulting, LLC is a U.S. tax consulting firm focused primarily on recovering overpaid state and local sales taxes. According to the available materials, the company was founded in 1990 and provides services including sales tax refunds, utility tax studies, franchise tax reductions, compliance reviews, audit support, and customized training. It is important to note that this is not a typical SaaS or enterprise software product, but a professional services consulting firm.

Core Capabilities and Service Model

Its main service involves reviewing clients’ accounts payable records and sales tax returns, identifying sales tax overpayments, preparing refund claim documentation, and handling communications with tax authorities. The work may be performed on-site by consultants, or remotely where feasible. Compliance reviews look at both overpayments and underpayments, helping businesses identify risks before a government audit. Audit support includes representing clients in communications with tax departments, removing incorrectly assessed items, identifying overpaid taxes that government audits often overlook, and assisting in dispute-resolution negotiations.

Pricing and Business Model

No specific rates are disclosed publicly. Sales tax overpayment recovery is offered on a contingency-fee basis: the company charges only after the client actually receives a refund. If no recoverable amount is found, the client pays nothing; there are no charges for time or expenses, and no fees based on future savings. Compliance reviews are billed hourly, while other services require contacting the firm for details. This model is relatively friendly for businesses that want to validate refund opportunities before committing significant upfront costs.

Evaluation from an Enterprise Software Perspective

From a SaaS perspective, the website does not disclose any online platform, dashboard, API, third-party integrations, team permission controls, cloud deployment, or self-hosting capabilities. It also does not list subscription plans, free trials, or developer documentation. Therefore, if a company needs a tax automation system, ERP integration, bulk filing, or automated invoice-data processing, it should separately evaluate software-based solutions such as Avalara, Vertex, TaxJar, or Sovos.

Pros, Cons, and Best-Fit Users

Its advantages include a focused specialization in sales tax, end-to-end refund-claim support, low upfront cost risk, and an emphasis on strict confidentiality, including the ability to sign client confidentiality agreements. The downsides are that its service coverage and tax applicability depend on U.S. state tax rules, standardized product information is limited, and it lacks digital platform capabilities. It is better suited for U.S. businesses—especially those connected to New York State—as well as manufacturers, family-owned businesses, defense contractors, or food manufacturers looking to identify historical overpayments, conduct a compliance health check, or respond to a sales tax audit.

Access from China and Alternatives

The available text does not state whether the website is accessible from China, so this remains unknown. Payment methods are also not disclosed. For companies based in mainland China, its U.S. state tax services have limited direct applicability. If the need is China-focused taxation, invoicing, or financial compliance, localized providers such as Kingdee, Yonyou, Baiwang Cloud, and Servyou may be more suitable options.