Select Matters
- Public utility company: Represented client under a sales and use tax, and helped reduce the tax assessment by more than $50 million in tax, penalty, and interest.
- Food and beverage manufacturer: Represented a food and beverage manufacturer to pursue a sales and use tax refund. Developed a novel approach to the manufacturing exemption that helped secure a refund of $3 million that will likely have prospective benefit.
- Credit finance companies: Represented multiple credit finance companies with a novel tax refund claim that required complex, detailed analysis of sampled transactions. Helped secure $10 million in savings for clients.
- Steel fabrication and installation contractor: Represented a contractor that fabricates and installs steel structures after the contractor was assessed $8.5 million in sales and use tax and interest. Reduced the assessment to under $100,000.
- Oil and gas production company: Represented oil and gas producer with a claim involving research and development credits for sales tax and franchise tax. Analyzed and presented the R&D accounting data in a structured manner that helped pave the way to securing a tax refund for the client exceeding $40 million.
- Midstream pipeline: Represented a midstream pipeline operator in restructuring its operations and transactions to help it achieve tax savings of approximately $5 million per year.
- Manufacturer of cash register tape: Helped client win an issue in appeals that resulted in savings for client of approximately $50,000 per year. The appellate court opinion provides an expansion of the manufacturing exemption for Texas sales and use tax.
- Retailer of building supplies: Represented national retailer that had been assessed sales tax relating to resale certificates that the tax agency claimed were not accepted in good faith. Helped to present arguments that convinced the State to drop its claim in court.
Publications
News
Credentials
Education
- University of Texas School of Law, J.D., 2001
- University of Texas at Austin, M.P.A., 1998
- University of Texas at Austin, B.B.A., 1998
Bar Admissions
- Texas, 2001
Professional Affiliations
- Texas Society of Public Accountants, Austin Chapter