In order to help our clients reduce costs and increase bottom line results, Transporttax has developed strategic alliances with a number of professional service firms and other specialists:
Outsource Partners International (OPI), a leading business process outsourcing firm specializing in finance and accounting services, also offers tax return preparation services and document management solutions. Outsourcing can result in savings of up to 50 percent. Some OPI clients outsource all or selected portions of their internal accounting functions, such as accounts payable, accounts receivable, payroll, reconciliations and financial reporting.
Counsel Select LLC, a consulting practice focusing on request for proposals ("RFPs") in the legal sector, assists law departments in identifying and retaining outside counsel using a proven RFP process. Savings in legal fees generated by corporations using Counsel Select LLC can range from 10 to 25 percent
ITA LLC, a tax consulting firm with solid expertise in a variety of tax areas, includes the services of Jody L. Hann, Rick J Mooers, and Rick H. Izumi:
Jody L. Hann, an ITA Principal since 1996, has more than eleven years' experience in the area of state and local tax. His previous experience includes work with Valuation and Assessment Consultants, Inc. and DuCharme, McMillen and Associates. Mr. Hann has been involved in state and local tax assignments for such diverse clients as TRW, Pioneer Electronics, Sony Entertainment, Air Transport Association of America, Coast Federal Bank, Great Western Bank, and IATA. Mr. Hann is a member of the Institute of Property Taxation and attended the University of Nevada at Reno.
Rick J. Mooers, an ITA Principal since 1996, formerly was Director of Valuation Services for Valuation and Assessment Consultants, Inc. At ITA, Mr. Mooers has personally handled cases resulting in over $12,000,000 in tax savings for clients. His prior experience includes serving as Senior Appraiser for the property tax consulting firm of Marvin F. Poer & Company for seven years. He also spent over 12 years as an appraiser for the Los Angeles County Assessor's Office. Mr. Mooers is a regular speaker at National Business Institute Property Tax Seminars.
Rick H. Izumi formerly was Corporate Assistant Secretary/Director of Property, Sales Tax, and Common Area Maintenance Expense Control for Broadway Stores, Inc. A graduate of the University of California at Los Angeles, Mr. lzumi joined Carter Hawley Hale after being employed as a property tax consultant for Strategis Asset Valuation and Management. Previously, he was employed by the Los Angeles County Assessor's Office where he served as an auditor appraiser. He has also worked as a compliance examiner for the National Association of Securities Dealers. Mr. Izumi is currently an instructor for the Institute of Property Taxation's Property Tax School.
Hetler & Associates LLC, a Chicago law firm, was founded by Dennis W. Hetler. The firm specializes in property taxation, federal, state, and local taxation, real property, commercial, probate, and local government law. Mr. Hetler's practice concentrates on real property taxation involving Illinois properties, with the majority of properties situated in Cook County. Mr. Hetler is a member of the Chicago and Illinois State Bar Associations, and the Institute of Property Taxation.
JR Timbo & Associates, a firm specializing in state and local taxes, with the following key personnel:
Joseph R. Timbo’s past experience includes: Principal and Director of Sales with The RTA Group, Inc.; Vice President of Marketing with The Chadko Group, Inc.; and Consultant with Ducharme, McMillen & Associates (DMA), a national consulting firm.
Bud Meredith, a seasoned tax professional with over 20 years of experience in the area of corporate tax compliance specializing in sales/use taxes and personal property taxes, possesses a strong accounting background. Recently, he was Manager, Sales, Use and Property Taxes for WebMD Corporation, parent to over 80 subsidiaries. Previously, he was the Manager of Sales/Use Tax for Sony Corporation of America and Subsidiaries and was Tax Manager USA for Lufthansa German Airlines AG. His aggregate track record includes over $20M in tax savings and refunds, the most recent being a $6M audit assessment reduction in the State of Texas based on a successful appeal of audit findings.
A graduate of Hofstra University, Mr. Meredith holds a BBA in Accounting, with a specialization in Corporate Tax. He has served as Chair and Vice Chair for the International Air Transport Association Tax Panel and as North American Area Coordinator for the IATA Tax Panel. Mr. Meredith represented the international airline industry before the US Treasury Department and the Internal Revenue Service on various ticket tax and excise tax issues. He has coordinated and chaired several tax committees at Los Angeles Int’l Airport, Chicago O’Hare Int’l Airport, Miami-Dade Int’l Airport, as well as others, in successful attempts to reduce possessory interest and other property taxes. He is an active member of the Institute of Professionals in Taxation (IPT) and the Council on State Taxation (COST).
D. Alan Bowlby & Associates, Inc. is a firm with 24 years experience in real estate and personal property. Alan Bowlby, President, holds a Charter Membership and a Senior Member Certification from the Texas Association of Property Tax Professionals. He is registered as a Senior Property Tax Consultant for the State of Texas and as a Tax Agent for the State of Arizona, and currently is a member in good standing with Texas Association of Assessing Officers, International Association of Assessing Officers, and Institute of Property Taxation. His representation has been responsible for annual tax savings totaling millions of dollars.
Corporate Valuation Advisors, Inc. Dennis C. Ingles, CMI, serves as the Managing Director of Property Tax Services for Corporate Valuation Advisors. Mr. Ingles began his career with the Union Oil Company, later joined Gould Inc. as a Senior Tax Analyst and later Manager of Property Taxes. In 1980, he joined Realty Appraisals Company/Strategis as Manager of Property and Sales Taxes, leaving to form the Property Tax Group of Corporate Valuation Advisors, Inc. During his 20 years in the valuation and tax professions; Mr. Ingles has served various companies involved in broadcasting, publishing, food processing, transportation equipment, electrical and electronic equipment, textile products, and hotels. He is an accredited member of the Institute of Property Taxation.
Extax Consulting Group LLC, is a full service regional state and local tax consulting firm with headquarters in Lynnfield, Massachusetts. Robert Vivenzio, Principal and founder, has responsibility for the strategic direction and marketing of the firm. Prior to founding Extax in 1999, Mr. Vivenzio was a Senior Vice President and the New England Regional Manager with Strategis Asset Valuation & Management in Boston. Prior to that, he opened the Boston and Ontario, Canada offices for DuCharme, McMillen & Associates.