Deep Sector Expertise
Across Complex Industries

Upstream, midstream, and downstream indirect tax complexity including fuel tax, severance tax, and multistate compliance across complex supply chains. Direct experience at CITGO Petroleum and Shell Oil Company across production, refining, and distribution operations.

Biofuel, sustainable aviation fuel, solar, and wind — including federal excise credits, renewable fuel standard compliance, and complex multi-jurisdiction taxability. Direct experience at Neste securing $200M+ in federal jet fuel and SAF excise credits and refunds.

Multistate manufacturing exemptions, use tax on purchases, resale certificate management, and complex production taxability analysis. Experience overturning assessments and recovering significant credits through manufacturing exemption analysis across multiple states.

Feedstock exemptions, excise tax on chemical products, complex product taxability across end uses, and multistate compliance for chemical distribution and manufacturing operations. Experience at SABIC across chemicals manufacturing and distribution.

SaaS taxability across states, digital product determination, software licensing vs. services analysis, and technology company indirect tax compliance. Experience at Avalara and Xero in technology environments managing complex digital product taxability.

Multistate distribution tax strategy, drop shipment rules, resale exemption management, and compliance across complex distribution networks. Experience managing sales tax across thousands of jurisdictions for large-scale distribution operations.

Complex multistate tax planning, nexus management, economic nexus compliance post-Wayfair, and tax function governance across more than 12,000 U.S. jurisdictions. Deep experience building compliance frameworks for organizations operating across all 50 states.

End-to-end supply chain tax strategy including cross-border transactions, Canada GST/HST determination, import/export taxability, and supply chain restructuring analysis. Experience managing cross-border transactions across the US, Canada, Asia, and Finland.