Company Successfully Gets Sales & Use Tax Exemption On Purchase Of New Citation Jet

SACRAMENTO, CA: Aero & Marine Tax Professionals ( assisted a farming and real estate business to obtain a tax exemption from the California Board Of Equalization, (BOE) on the purchase of a new Cessna Citation XLS+ jet.

An executive from the company stated: “I needed to see customers in remote areas, which was the main business reason we needed the aircraft. If I went commercial, I would need to take multiple flights. With the new aircraft, we can go direct to local runways. We got in touch with Aero & Marine Tax Professionals via our airplane broker. I thought the process went really smoothly. I had done a couple airplanes in the past with the rules of keeping it out of state for a period of time, etc. I’m a one-man tax department, so I was looking for more assistance. Their guidance was perfect on all the ins and outs and the funny rules that now exist. I was able to explain that to our pilot who kept saying, ‘Why do I have to do this?’ It was actually really helpful having the spreadsheets that Aero & Marine provided. It made it easy to keep track of everything. I’d seen that they’d done lots of other aircraft, so when I started in on this one, I didn’t have any uncertainty. Being a ‘tax guy’ myself, I can really appreciate their preloaded forms – it made it easier on me that I didn’t have to do that from scratch. I would recommend them to others.”

Tom Alston, founder of Aero & Marine Tax Professionals, stated: “It’s interesting that even a professional in the tax industry who does not specialize in this field may have trouble when attempting to get a sales and use tax exemption on an aircraft purchase. The rules really have changed in recent years, and if you work with a firm like ours that has kept up to date on each change in tax rules in California, then there is no worry. We thought the process went very smoothly.”

Aero & Marine Tax Professionals shows purchasers how to avoid sales and use tax, and specifically how to avoid aircraft tax and vessel tax in California and to make certain the full value of their next aircraft, vehicle or vessel goes into their pocket–not the government’s. They have successfully filed nearly a thousand tax returns with the California State Board of Equalization. Mr. Alston has also published many articles on sales and use tax. His blog can be seen at