Michael Ptak, Mba, Cfe Email and Phone Number

Consultancy serving Maine and multi-state businesses. Services include reverse auditing, obtaining advisory rulings, audit representation and administrative appeals, education and training, voluntary disclosure, registrations, abatement requests, transaction structuring, tax matrices and business procedures analysis. Expertise is in the areas of fuel, excise, and property taxes including IFTA/IRP, vehicle registrations and asset management. Serve as a Fleet Manager in an Acting Capacity for… Show more Consultancy serving Maine and multi-state businesses. Services include reverse auditing, obtaining advisory rulings, audit representation and administrative appeals, education and training, voluntary disclosure, registrations, abatement requests, transaction structuring, tax matrices and business procedures analysis. Expertise is in the areas of fuel, excise, and property taxes including IFTA/IRP, vehicle registrations and asset management. Serve as a Fleet Manager in an Acting Capacity for companies in transition. Our client list includes some of the nation's prestigious Fortune 100 and Fortune 500 companies. We specialize in audit defense and tax reduction strategies. Show less

Hired, trained and supervised field auditors for all types of fuel taxes, off-highway refunds, IFTA, IRP, RFTA, and sales tax on fuels. Reviewed and approved fuel tax assessments recommended by field auditors, of both, instate and out of state taxpayers. Active participant in the creation of fuel tax legislation, and designing and modifying returns and schedules. Coordinated fuel tax policy with the State Tax Assessor, Maine Revenue Services’ Directors, the Director of Commercial Vehicles… Show more Hired, trained and supervised field auditors for all types of fuel taxes, off-highway refunds, IFTA, IRP, RFTA, and sales tax on fuels. Reviewed and approved fuel tax assessments recommended by field auditors, of both, instate and out of state taxpayers. Active participant in the creation of fuel tax legislation, and designing and modifying returns and schedules. Coordinated fuel tax policy with the State Tax Assessor, Maine Revenue Services’ Directors, the Director of Commercial Vehicles, and Maine’s Taxation Committee. Developed and prepared the revenue/cost analysis and written justification for staff positions required by new legislation. Maintained and modified Federal Highway Administration grants, including quarterly reports and presentations to FHWA management. Recommended audit policy and procedure to the State Tax Assessor. Rendered tax advisory opinions to taxpayers requesting clarifications of laws. Supervised contract administration with sheriff departments concerning tax evasion. Represented Maine Revenue Services, during many, national meetings of the Federation of Tax Administrators (FTA), IFTA, and IRP. Attendance at these meetings enhanced fuel tax knowledge and supported effective relationships with other jurisdictions and industry working together to reduce fuel tax evasion. Show less