Tom Bertino Email & Phone Number

Orange County, California Area

Supervised the State & Local Tax Practice in providing quality state & local tax services to clients, including FAS 109, FIN 48, consulting and planning.Experience in California and multistate income and franchise tax return reviews and refund claims, including, but not limited to, combination, business versus non-business income analysis, apportionment, state adjustments, and credits.Experience with providing restructuring solutions to companies seeking to maximize earnings and minimize overall taxes, including tax advice relating to corporate acquisitions, mergers, reorganizations, and other corporate transactions.Experience with state taxation issues such as California and multistate income and franchise tax controversy and defense, nexus reviews, voluntary disclosure agreements, and representation before state income tax authorities.Assist clients with multistate income and franchise tax return compliance and amended returns resulting from Internal Revenue Service adjustments.

Managing Director of the Multistate Tax Service Group for True Partners Consulting in Los Angeles, California. Providing services in the area of multitstate income & franchise tax consulting, compliance, controversy and federal and state incentives to corporate taxpayers.

Responsible for providing state & local income tax consulting services to clients on all matters related to multistate corporate income/franchise tax and sales/use tax including corporate acquisitions, mergers, reorganizations and other corporate transactions; federal and state business incentives, grants and other relocation or expansion opportunities; and protest and tax controversy representation.

Southern California

Responsible for Federal and state/local consolidated and combined tax returns for corporate clients, including incidental tax research and planning related to the returns; reviewed and supervised staff regarding the preparation of corporate, partnership, and individual tax returns. Responsible for providing state & local income tax consulting services to clients on corporate transactions, controversy and incentives. Includes time spent at Deloitte Tax Phoenix from 1994 to 1999 and PWC from February, 2008 to December 2009.

Los Angeles

Responsible for the managing all state & local tax issues including income/franchise tax compliance and controversy; sales/use tax compliance, controversy and refund claims; and property tax compliance. controversy and refund claims.

Jd, Tax

Bachelor’S Degree, Accounting