Tax Professionals


  • 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
  • CMI – Sales Tax
  • Sales Tax Institute
  • Council on State Taxation
  • 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 23 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:


OneSource ®

Sabrix ®


Oracle ®


eForm RS ®

Quicken ®

Vertex ®

InSource RS ®