Intellex Acquires Expert by Big Village

We're thrilled to announce that Intellex has acquired Expert by Big Village, effective March 22, 2024. This strategic move enhances our capabilities and strengthens our commitment to delivering exceptional solutions to our customers.

Stay tuned for more updates on how this acquisition will benefit our clients and experts.

For inquiries or more information, please contact us at info@intellex.com.

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Expert Details

State & Local, Sales & Use Tax

ID: 725993 Texas, USA

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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.

Education

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

Work History

Years Employer Title Department
Years: 2006 to Present Employer: Undisclosed Title: Owner Department:
Responsibilities:
Mr. Turners 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.
Years Employer Title Department
Years: 2004 to 2006 Employer: ADP Taxware Title: Busines Consulant Department:
Responsibilities:
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.
Years Employer Title Department
Years: 1996 to 2004 Employer: Tony Turner, CPA Title: Owner Department:
Responsibilities:
Mr. Turners 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.

Government Experience

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

Career Accomplishments

Associations / Societies
TSCPA
Licenses / Certifications
CPA

Additional Experience

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.
Marketing Experience
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.
Other Relevant Experience
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.

Fields of Expertise

accounting technology, cost reduction, tax

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