Steve has successfully integrated Vertex with various ERP packages such as Oracle Financials, JD Edwards, PeopleSoft, Baan, SAP, Infor Mapics, Sage, MS Dynamics GP, SL and AX and other proprietary legacy systems and e-commerce applications. Steve is certified by Vertex as a telecommunications tax automation specialist, a TDM specialist for both L and Q Series, an O series specialist for sales and use tax (STO) and consumer use tax (CUTO), a Vertex sales tax returns specialist and a systems implementer. Steve also has extensive implementation experience with Thomson Reuters Indirect Tax Determination Solution (legacy Sabrix Solution), AvaTax & CertCapture, SOVOS (legacy Taxware) and CCH’s SureTax, Office, On-Line and Tax Assist applications.
In addition to providing clients with automated tax solutions, his 33+ years of sales and transaction tax experience includes traditional sales and use tax consulting services such as process analysis and improvement, Sarbanes-Oxley 404 documentation development, contractual registration, refund analysis, nexus study and determination, statistical sampling, contractual registration services, S&U process reviews/gap analysis, due diligence, voluntary disclosure, managed compliance agreements, managed audits and audit defense.
Steve’s areas of industry specialization include retail, manufacturing and distribution, financial institutions, hospitality, health care, energy and telecommunications.