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 Expert  725993

Expert in State & Local, Sales & Use Tax


Available for your Consulting and Expert Witness Needs

Texas (TX)
USA
Education Work History Career Accomplishments Consulting Services Expert Witness Market Research

Summary of Expertise:

Listed with other top experts in: 

Expert provides companies with sales & use tax services. His tax services include Tax Recovery, Audit Defense, Managed Audits, Voluntary Disclosure Agreements and various other State & Local tax services. Expert was one of the first sales & use tax auditors to make the transition to automating sales & use taxes. His partnership, TaxAutomation sold in 2005 was one of the most premier sales & use tax implementation and integration firms in the country. TaxAutomation has completed numerous automation projects with Fortune 500 organizations.

Experts knowledge of sales & use taxes provide clients with a well rounded approach of understanding manual transaction systems as well as as those automated. Due to complex and varying tax laws from state to state, Expert regularly provides organizations with tax planning strategies to multi-state clients that reduce overall tax payments to State governments.

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accounting technology

Working as a liaison between corporate tax departments and IT, Expert is successful at helping companies reduce audit liabilities through software automation. The ROI prodcued by the time savings of automating has earned companies thousands of dollars by automating complex tax laws and rules.

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cost reduction

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tax


Show Secondary and Basic Areas of Expertise
Localities:
Expert may consult nationally and internationally, and is also local to the following cities: Houston, Texas;  Pasadena, Texas;  Beaumont, Texas;  College Station, Texas;  Baytown, Texas;  Bryan, Texas;  Sugar Land, Texas;  Port Arthur, Texas;  Galveston, Texas;  and Missouri City, Texas.

Education:
Year   Degree   Subject   Institution  
1983   BB.A   Business Adminstration   Wiley College  

Work History:
Years   Employer   Title   Responsibilities

2006 to

 

(Undisclosed)

 

Owner

 

Experts expertise resides in Sales & Use taxes. He primary responsibility is to reduce a tax liability or obtain tax refunds on behalf of clients. This includes filing the appropriate documentation and working with government officials until results are successful. He possess a through understanding of the multi-state tax laws and is successful in reducing tax audits.

2004 to 2006

 

ADP Taxware

 

Busines Consulant

 

As a Business consultant, Expert assisted clients with automating sales & use tax compliance reporting requirements. Expert successfully worked with large corporations in advising, implementing, setting up and training clients on how to utilize various software programs.

1996 to 2004

 

(Undisclosed)

 

Owner

 

Experts expertise resides in Sales & Use taxes. He primary responsibility is to reduce a tax liability or obtain tax refunds on behalf of clients. This includes filing the appropriate documentation and working with government officials until results are successful. He possess a through understanding of the multi-state tax laws and is successful in reducing tax audits.


Career Accomplishments:
Associations/Societies

TSCPA

Licenses/Certifications

CPA


Government Experience:
Years   Agency   Role   Description
1983 to 1995   Texas State Comptroller   Auditor   As a auditor, Expert has performed Sales & Use Tax audits on companies of all sizes and industries.

Consulting Services:
Selected Consulting Examples:
  • Recently as a consultant, Expert worked with a software company to reduce a recent tax audit of $100k+ to zero. In addition, Expert discovered where the company had over paid taxes of $334,000 on contracts that were exempt from tax.
  • A construction company attempting to get into compliance saved nearly $95k by allowing Expert to review work papers prepared by the accountant. The company had entered into a voluntary disclosure agreement with the State of Texas and was about to pay $125,000 in back taxes, but Expert alerted the company of overlooked exemptions and prevented the company from paying money that would not be refunded without an audit.
  • A muti-state corporation recently filed amended returns with the State of California for sales & use tax exemptions that had to be taken on the franchise tax returns. The resulting refund was over a $500,000.00 tax savings for the company.
  • Expert recently assisted a small mom and pop grocery store successfully reduce a $65k audit to only $5k using client records and calling vendors to locate missing records.
  • Expert recently assisted a software company to claim overlooked equipment exemptions afforded to the manufacturing industry. In that the company is a software development company, i.e. a manufacture, the company was able to attain refunds for all of its computers systems and peripherals that were used directly in the manufacturing process.
Click the green button above to contact Expert for a free initial screening call regarding your expert consulting needs.  Expert is available for consulting to corporate, legal and government clients.  Remember, your initial screening call to speak with Expert is free.

Expert Witness:
Click the green button above to contact Expert for a free initial screening call regarding expert testimony, litigation consulting and support, forensic services, or any related expert witness services.  A few litigation needs include product liability, personal injury, economic loss, intellectual property (patent, trademark, trade secret, copyright), and insurance matters.  Remember, your initial screening call to speak with Expert is free.

Market Research:
Over 25+ years of experience in working in the sales & use tax industry with companies of all sizes and industries, in multiple states. Successful engagements have been performed for all sizes of business due to the extensive tax research placed into understanding how every business works and how the laws apply.

Click the green button above to contact Expert for a free initial screening call regarding your marketing research, industry research, and company research needs.  For research needs involving multiple experts or secondary research, a Research Director can be assigned to coordinate the work into a custom report for you as a potentially quicker and more cost effective alternative to doing this work yourself or hiring a boutique consultancy.  Remember, your initial screening call to speak with Expert is free.

Additional Skills and Services:
Training/Seminars

Expert routinely speaks at various tax engagements regarding the applicability and theory of sales and use taxes. Courses have been developed for the construction industry, manufacturing, Lease Agreements, Convenience stores, Oil & Gas, Petrochemical, and various other industries.

Other Skills and Services

In addition to reducing tax liabilities and/or obtaining tax refunds, clients interested in automating their tax responsibilities can rely on Expert to help them implement and avoid associated pitfalls that plague many projects. The benefits of automation has saved clients thousands of dollars.


 

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