I work with multinational and multistate businesses, offering guidance on a range of state and local taxes, including franchise, income, sales and use, property taxes and gross receipts-based taxes. My lengthy track record of reducing tax liabilities and successfully alleviating tax exposures through well-crafted, client-focused strategies set my clients’ minds at ease. I have frequently represented my clients before state tax agencies and tribunals, assisting with audit controversy, settlement negotiations, and tax amnesty programs. Through M&A and restructuring strategies, I make sure all state tax considerations are managed at every step.
I believe in providing solutions that are simple, clear, and actionable — thus giving my clients a roadmap to implementation and compliance. Whether it’s structuring a tax-efficient acquisition, managing nexus reviews, or navigating multistate compliance, I work closely with my clients to develop and implement strategies that meet their long-term goals.
Beginning my career in 1978, I worked as a large case tax auditor for the California Franchise Tax Board, conducting multistate audits in industries like financial services, petrochemicals, and entertainment. I later held leadership positions at Deloitte and RSM, where I advised a diverse portfolio of clients on multistate tax matters. My breadth of experience enables me to provide insightful, results-focused tax solutions for my clients today.