Why we should work together
We provide responsive, relevant and objective advice for a reasonable fee
Nexus
We help you determine where you need to register by reviewing your operations and applying state rules.
Taxability
We help you determine the application of tax to your products and/or services so you can accurately collect and remit.
Voluntary Disclosure
We help you mitigate your sales and use tax exposure if you aren't compliant.
Audit Defense
We help you with your sales and use tax audits.
Tax Recovery
We help you find and recover overpaid sales or use taxes.
Guidance
We help you manage your sales and use tax compliance.
Experience
Roy has over 35 years of sales and use tax experience. As a tax auditor for the State of California, Roy developed policy, audit procedures and performed sales tax audits in Silicon Valley.
As a manager with PricewaterhouseCoopers and managing director with a boutique consulting firm, he provided audit representation and support, helped clients recover millions of overpaid taxes, reduced tax exposure and improved procedures and processes.
He has helped many clients solve their sales and use tax problems while saving them time and money.