John is Director of Multistate Tax and serves clients by bringing more than 35 years of experience in government, public accounting/law firm and industry. He assists clients with evaluating current multistate tax positions to identify refund opportunities and to mitigate potential exposures. John also uses his previous Department of Taxation experience to defend clients throughout the audit process, which helps to ensure our client pays the minimum due.
John is a certified public accountant who served as the Administrator of the Ohio Department of Taxation’s Audit Division for over eight years beginning in 2003. At the Ohio Department of Taxation, John was responsible for developing and implementing audit policy for the sales, use and commercial activity taxes. He was the architect for the commercial activity tax audit process and the audit tools that are used by auditors and managers to research taxability issues. John also spent two years as an income/franchise tax and sales/use tax auditor in the Department’s Chicago office.
John has worked over 10 years in public accounting as a state and local tax consultant for Coopers & Lybrand, KPMG Peat Marwick and RSM McGladrey, Inc. As a consultant, John assisted clients with multistate sales/use, income/franchise, personal/real property, intangible and unclaimed property tax audits and appeals. John also assisted clients with multistate refund reviews, corporate restructuring, compliance studies, nexus studies, voluntary disclosures and sales tax software implementations.
John also worked 9 months for the law firm of McDonald Hopkins where he was director of Multistate Tax Services.
John worked in industry as a state and local tax manager of a telecommunications company responsible for audits, appeals and state and local sales/use, personal/real property and income/franchise tax compliance.
John is a frequent presenter on Ohio sales, use and commercial activity taxes for the Ohio Society of CPAs, Ohio Tax Conference and various other associations throughout Ohio. John has also presented for the Council on State Taxation (COST) at the COST Intermediate/Advanced State Tax School.
- Otterbein University, B.S., Accounting (1989)
- Member, Ohio Society of CPAs (1991 – 1998, 2012 – current)
- Member, American Institute of Certified Public Accountants (AICPA) (1995 – 1998)
- Member, Ohio Chamber of Commerce, Taxation Committee (1995 – 1998)
- Member, Ohio Manufacturers’ Association Taxation Committee (1995 – 1998)
- Member, Tax Executives Institute, Inc. (1993 – 1994); actively served on State & Local Tax Committee
- Member, North Carolina Association of CPAs (1998 – 2003)
- Committee Chair, NCACPA State & Local Tax Committee (1999 – 2003)
- Member, North Carolina Citizens for Business & Industry, Taxation Committee (1998 – 2003)
- Audited and defended audits in sales, use, income/franchise, and commercial activity taxes of businesses of all sizes including the following industries: retail, automotive, food & beverage services, telecommunications, manufacturing, construction, printing/publishing, wholesale goods, healthcare and hospitality.
- Assisted clients with managed or participatory audits.
- Assisted clients with statistical sample use tax audits and voluntary disclosures to expeditiously complete audits.
- Obtained sales and use tax and commercial activity tax refunds for businesses of all sizes including the following industries: retail, automotive, food & beverage services, manufacturing, construction, printing/publishing, wholesale goods, healthcare and hospitality.
- Assisted clients with tax planning strategies to reduce sales and use, commercial activity, income and unemployment taxes.
- Assisted clients with completing voluntary disclosures in multiple states to limit the liability.
- Assisted clients with developing use tax direct pay procedures to help stream-line compliance.
- Youth soccer, basketball, football, and baseball coach
- Active member at St. Mary Parish in Delaware, OH
- Active member of soccer, softball, and basketball teams.