Louisville, KY – January 15, 2026 – Agile Consulting Group has officially become a Value Provider for the Metals Innovation Initiative (Mi2), an organization dedicated to advancing Kentucky’s significant metals sector. This partnership aims to equip member companies with specialized expertise in sales and use tax, enabling them to identify and recover overpaid taxes and optimize their compliance frameworks.
The collaboration strengthens Kentucky’s metals industry. Mi2 operates as a collaborative, nonprofit-led platform focused on strengthening the state’s competitive edge in metals manufacturing, developing workforce capabilities, addressing environmental concerns, increasing industry visibility, facilitating research and development, and promoting cleaner energy technologies.
As a new Value Provider, Agile Consulting Group will assist Mi2 member manufacturers. The firm’s contributions will focus on identifying underutilized sales and use tax exemptions, recovering taxes paid in error or in excess, and implementing more robust compliance systems. By addressing these financial and administrative aspects, manufacturers can potentially reallocate capital toward operational enhancements, employee development, and innovation.
Aaron Giles, founder and managing principal of Agile Consulting Group, highlighted the underutilization of specific tax exemptions for machinery and equipment within Kentucky’s manufacturing community, often due to a lack of awareness. He views the Mi2 partnership as an opportunity to expand the firm’s reach and engage directly with manufacturers focused on enhancing operational efficiency and achieving sustainable growth.
This strategic move by Agile Consulting Group follows a private-letter ruling obtained in 2025. The firm secured a private-letter ruling, KY-TAM-25-01, from the Kentucky Department of Revenue. This official guidance specifically addresses the recovery of sales and use tax on forklifts and material handling equipment. The ruling clarifies that eligible manufacturers can recover overpaid taxes, prevent future overcharges by ensuring correct tax classifications from vendors, and identify additional recovery opportunities related to utilities expenses, repair labor, safety supplies, packaging materials, and hand tools. The Kentucky Department of Revenue maintains an index of such Private Letter Rulings [revenue.ky.gov/Pages/Private-Letter-Rulings.aspx].
Mi2 leadership expressed enthusiasm for the partnership, noting that integrating tax expertise into their member support structure enhances the initiative’s value proposition. A spokesperson for Mi2 emphasized that Agile Consulting Group’s capabilities in identifying overpaid taxes, correcting calculation errors, and securing refunds allow manufacturers to retain more financial resources for reinvestment and make more informed business decisions.
Agile Consulting Group is a firm dedicated to sales tax exemption analysis and regulatory compliance. Their approach involves aligning organizational accounting infrastructure with current tax legislation and regulatory requirements, helping organizations maximize available exemptions and maintain sales and use tax compliance.
The Metals Innovation Initiative is a Kentucky-based nonprofit organization structured around collaborative, industry-directed leadership. Mi2’s mission includes attracting investment and recognition for advanced research, promoting sustainable practices, facilitating commercialization, and investing in talent development within Kentucky’s metals industry. The organization aims to position Kentucky as a national leader in metals industry innovation.
This convergence of specialized tax knowledge and industry development objectives creates a framework for Kentucky manufacturers to improve their financial standing while contributing to the broader advancement of the state’s metals sector. Agile Consulting Group’s role as a Mi2 Value Provider underscores the initiative’s commitment to offering comprehensive support to its member companies.
Sources
- https://www.prnewswire.com/news-releases/agile-consulting-group-joins-metals-innovation-initiative-mi2-as-a-value-provider-302661383.html
- https://revenue.ky.gov/Pages/Private-Letter-Rulings.aspx
