Proven Results Across
the Most Complex Environments

Enterprise-wide SAP Rise upgrade created significant indirect tax risk, with potential for invoicing failures, incorrect tax determination, and compliance gaps across all business units operating in multiple countries.

Performed tax risk assessment, requirements review, testing strategy development, UAT coordination, and full production readiness validation across all affected tax determination points and transaction types.

Federal tax credits subject to IRS audit scrutiny, threatening the preservation of more than $67 million in legally earned jet fuel and renewable fuel excise credits across multiple business periods and filing years.

Created comprehensive audit defense strategy including documentation governance framework, data validation controls, credit calculation support, and coordinated audit support protocols across Accounting, Aviation, Operations, and Compliance teams.

Complex fuel tax business models required complete determination logic redesign. Existing rules were producing incorrect tax results across multiple product types and jurisdictions, creating compliance exposure and invoicing risk.

Translated tax law requirements into precise system logic, designed comprehensive testing scenarios covering all product and jurisdiction combinations, and implemented production rules aligned to evolving business operations.

Illinois direct-pay assessment exceeding $3 million threatened to significantly impact operating cash flow. Assessment was based on a broad interpretation of taxability that did not account for applicable manufacturing exemptions.

Conducted detailed manufacturing-exemption analysis, documented all qualifying exempt purchases, and built a comprehensive protest strategy supported by statutory authority and administrative guidance.