Expert Details
State & Local, Sales & Use Tax
ID: 725993
Texas, USA
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. |
|||
Career Accomplishments
| Associations / Societies |
|---|
| TSCPA |
| Licenses / Certifications |
|---|
| CPA |