Expert Indirect Tax Services,
From Strategy to Execution

Forward-looking indirect tax strategy aligned to your business goals and operating environment. Identifying opportunities to minimize tax liability, reduce compliance risk, and improve tax efficiency across multistate and multinational operations. Covers U.S. sales and use tax, gross receipts tax, motor fuel, jet fuel, excise tax, Canadian GST/HST, and SaaS taxability.

Assessment, planning, and hands-on implementation support for enterprise tax platforms. Includes tax determination design, testing, validation, and production readiness. Deep expertise in Avalara and ONESOURCE. Advisory on SAP tax configuration and integration.

End-to-end tax workstream management within ERP transformation projects. Tax risk assessment, requirements documentation, UAT coordination, and go-live readiness validation to ensure zero tax-related implementation failures. Proven track record of successful SAP go-lives with no tax determination errors.

Comprehensive audit strategy, documentation governance framework, data validation controls, and audit support protocols designed to preserve 100% of legitimately earned tax credits and exemptions. Proven results across IRS examinations, state sales tax audits, and excise tax reviews.

Design and implementation of certificate lifecycle management processes, CertCapture configuration, and vendor/customer certificate compliance protocols. Reduces audit exposure and ensures certificates are current, complete, and defensible.

Review and redesign of tax compliance workflows, reporting processes, and internal controls to reduce manual effort, eliminate errors, and support scalable, continuous compliance operations. Documented results include reducing compliance preparation hours by 60% and provider costs by 58%.

Executive indirect tax leadership on a flexible engagement model. Serves as interim Head of Indirect Tax, fractional Director of Tax, or senior tax function lead for organizations that need executive-level expertise without a full-time hire. Available on a project, hourly, or monthly retainer basis.

Determination logic design, testing scenario development, production rule implementation, and ongoing governance for tax engines. Ensures tax determination accuracy across all product lines, jurisdictions, and transaction types as your business evolves.