Expert in State & Local, Sales & Use Tax
Expert ID: 725993
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.
Mr. Turners 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.
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.
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.