Expectations:
• Personalized, adaptable, and flexible service to meet your needs
• Cost-effective alternative to in-house staffing or accounting firms
• Suite of services to select from
• Established links to all critical business areas for smooth information flow
• Responsive and consistent communication and interaction
• Outstanding customer service
• Concentration on compliance and tax savings opportunities
• Continuity of management and personnel
• Experience in implementing structured compliance programs, managing audits, identifying cost savings and negotiating with federal, state and local authorities
• SOX compliance; SAS 70 compliant
• Benefit from Tax Imaging Management System (TIMS™) developed in-house specifically to meet our clients' needs for Exemption Certificate Management:
Professional Affiliations and Continuing Education:
• Institute for Professionals in Taxation
• American Society of Appraisers
• Sales Tax Institute
• Council on State Taxation
• ABA/IPT
• Tax Compliance Inc Allied Property Tax Consultant and Outsource Service Provider
• On site Notary Public
• Certified Green Belts – Six Sigma
Tax Experience:
• Analysts, Senior Analysts, Leaders, and Managers with 20 years state and local tax experience for leading US corporations
• Provided Fortune 500 and leading global and US corporations with tax compliance and consulting outsource solutions for all US states and Canadian provinces
• Obtained refunds, assessment reductions, and identified savings opportunities
• Worked with assessors and collectors on a daily basis throughout the US on behalf of our clients and resolved assessor or collector variances
• Represented our clients under state audit and negotiated favorable assessments or refunds
Industries Served:
Leasing and rentals, manufacturing, retail/wholesale, research and development, automotive, heavy equipment, construction equipment, electronics, and aircraft components.
Tax Field Specialties:
• Sales and Use Tax
• Real and Personal Property Tax
• Income and Franchise Tax
• Business Licenses, Annual Reports, Unclaimed Property, Excise Tax, Fuel Tax, IFTA
• Compliance and Opportunity Reviews – Refund Claims, Overpayment Reviews
• Credits, Incentives, and Exemptions – Research, Application, and Tax Planning
• Exemption Certificate Management Services using proprietary TIMS™
• Tax Compliance
• Tax Consulting and Expertise
• Audit Representation and Support
Software Experience:
We have multi-state compliance and consulting experience utilizing the following tax systems and software:
| ACL ® |
OneSource ® |
Sabrix ® |
| CCH ® |
Oracle ® |
SAP ® |
| eForm RS ® |
Quicken ® |
Vertex ® |
| InSource RS ® |
RIA ® |
PTMS ® |