Lake Wales, Florida, United States
Provided both compliance and consulting personal property tax services to clients in the retail, manufacturing, telecommunications, equipment rental, consulting, and pharmaceutical research industries. Transitioned multiple clients from an in-house function, or from other preparers, to SC&H. Identified, researched and implemented various personal property tax savings strategies in 25 states, as well as assisted clients in implementing compliance procedures that enable them to maximize tax savings in future years. Proficient in TCI’s property tax management software, in addition to other property tax compliance tools and technology.