Alexander Korzhen

Stacey Roberts – State and Local Tax Director

Stacey Roberts finds the singular state and local tax (SALT) area fascinating and is energized by the daily challenges to design solutions that improve business tax outcomes. With 20+ years of public and private sector accounting experience in SALT, both practical and in management, she?s gained the essential business acumen necessary to be a key advisor to clients.

At TaxOps, Stacey works closely with business clients managing all compliance issues related to state income/franchise and sales and use tax for flow through entities and C corporations across various industries; identifying planning opportunities and state and local credits and incentives; and, mitigating state and local tax controversy issues with auditors and taxing jurisdictions.

Stacey entered the accounting field with Andersen Worldwide/Andersen LLP, where she began to hone her state and local tax experience. She added stints at KPMG and Deloitte before moving in-house with Ball Corporation as their manager of State and Local Tax Administration. An interlude with a regional tax firm followed before Stacey joined TaxOps. Stacey is a frequent speaker and author on SALT issues for industry and professional organizations including the Denver Tax Institute, Product PowerUp, NowCFO and more.

PRACTICE AREAS

  • Strategic, business-friendly nexus studies
  • Apportionment analysis
  • State tax audit and controversy assistance
  • Sales and use taxability analysis
  • Amnesty and voluntary disclosure agreements
  • Sales tax automation
  • Transaction planning and due diligence
  • Tax & business law

EDUCATION

  • Bradley University, Bachelor of Science in Accounting

ADMISSIONS & MEMBERSHIP

  • CPA (Colorado License #0027238)
  • Institute for Professionals in Taxation (IPT)

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