Tax advisor to emerging growth and start-up companies. Building connections beyond the code.

Tax advisor to SaaS and marketplace start-ups.

• Review and manage the preparation of annual and quarterly ASC 740 calculations, including determination of ETR, establishing/releasing VA's, discreet items, and international, multi-state, and business combination issues• Prepare and review the documentation of UTP's under ASC 740-10, footnote disclosures, and tax return filing positions in provision memos•Execute multi-state income/franchise and sales/use tax studies concluding where taxpayers have established nexus and manage the VDA’s, including preparation of delinquent tax returns•Perform tax due diligence on target companies on behalf of acquirer, including determination of income/franchise, employment, property, and sales taxes and filing compliance exposure to the acquirer• Lead the implementation of IRC 263A calculations for required producer and reseller taxpayers •Review and manage the preparation of Section 382 studies to determine ownership changes and the tax attributes available to consult with taxpayers on the tax and cash flow implications•Proactively advise and help taxpayers benefit from federal and state incentives, including DPAD, R&D Credits, Cost Segregation Studies, and Enterprise Zone Credits and Incentives • Review and manage the federal, state, and local preparation of tax compliance and filings for privately held and publicly traded corporations• Create and implement internal corporation trainings (including ASC 740, Consolidated/Combined reporting requirements, Intro to Corporations, R&D credit updates, and EZ Credits and Incentives) for interns through senior managers in the tax, assurance, and accounting services departments to strengthen client service• Created internal templates, website, and email distribution list to standardize processes• Formal coach to as many as 6 associates through supervisors at a time• Manage between $1.2M and $1.4M in annual billings working for 6 partners and 17 associates/supervisors/managers across 4 offices located throughout California

• Review and manage the federal, state, and local preparation of tax compliance and filings for C and S corporations, individuals, partnerships, non-profit foundations, and fiduciaries• Build cash flow projections based on quarterly and year-end income tax planning• Review and manage preparation of calculations of ASC 740 and documentation of UTP’s • Research and advise on state and local income/franchise, sales/use, and property tax filing compliance, apportionment/allocation methods for various industries and revenue streams, and dissolution/withdrawal reporting • Research and interpret code, regulations, and cases for tax issues memos (including restructuring operations in the U.S., foreign reporting requirements and filing positions, methodology and client documentation of R&D credits, UNICAP, DPAD, foreign tax and energy credits) • Manage IRS and state taxing authorities audits of: R&D credits, UNICAP, NOL carryforwards, bad debt expense deductions, business vs. hobby loss, material participation qualifications, and income, sales and use tax nexus and tax filing requirements • Respond to notices from IRS and state taxing authorities accurately, proficiently, and ahead of schedule, saving clients thousands in audit assessments and litigation costs• Create and implement internal corporation trainings (including ASC 740, tax depreciation law updates, R&D credit applicability) for interns through senior managers in the tax, assurance and advisory, and accounting service departments to strengthen overall client service • Organized the business tax practice group within the firm to share best practices, establish teams focusing on specialized topics, and develop newest management group• Write technical summaries regarding legislative changes for internal firm and external client use (articles available upon request)• Managed $1.4M in annual billings working for 3 partners and 15 associates across 4 offices located throughout the U.S.