Dallas Dealers Conference, city shot, with Stacey Roberts

Tackling Sales Tax: Compliance, Sourcing, Leasing and Dealer Servicing

Dealer CPA Network Fall Conference

Thursday, November 4, 2021

2:35 pm – 3:45 pm | Dallas, Texas

Presented by Stacey Roberts, CPA

Like all businesses, dealers are subject to state and local tax including sales tax. In this session, Stacey Roberts will focus on the most pressing sales tax issues dealers face as well as cover sourcing, leasing, and dealer servicing related to sales tax.


Roberts, Stacey

Stacey L. Roberts, CPA
State and Local Tax Director

Ms. Roberts has been making SALT less taxing for over a 1,000 businesses over the last 25 years. As a director of the SALTovation team at TaxOps, she is at the table-and in the weeds-helping guide dynamic businesses through compliance and strategic planning that minimizes risk and strengthens tax positions. Ms. Roberts 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 Ms. Roberts joined TaxOps. She is a frequent speaker and author on SALT issues for industry and professional organizations including the Denver Tax Institute, Product PowerUp, NowCFO and more.

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