Adam has provided state and local tax services for public and privately held clients since 2005. He assists clients with multistate nexus and sales and transaction tax analysis for purposes of planning, risk mitigation, voluntary disclosure, tax engine implementation, and controversy representation. He also assists clients with refund claims, administrative appeals, private letter rulings, state and local tax aspects of M&A transactions, and more.
Adam has a deep working knowledge of multistate taxation of telecommunication services, information services, internet access, VoIP, wireless, SaaS, PaaS, IaaS, and licensed software. He also assists clients with multistate income and franchise tax issues, including but not limited to state tax return review, structuring and planning, voluntary disclosure, controversy representation and administrative appeals, and refund claims.
- Washington Society of Certified Public Accountants (WSCPA)
- American Institute of Certified Public Accountants (AICPA)
- Tax Section of the American Institute of Certified Public Accountants
- Department of Accounting Advisory Board, Western Washington University
