MK Strategies
Switch to O Series in as little as one week:
There is no better firm for migrating Vertex L Series or Q Series to O Series. MKS is the only Vertex consulting partner comprised of former Vertex engineers. Our proven O Series integrations save implementation time and cost while providing unprecedented functionality in complex multi-host systems environments with minimally invasive implementation and go-live procedures.
If you are looking for the most time and cost effective execution of a Vertex project of any size, MKS is the right choice. MKS is consistently the top Vertex Channel Partner for projects with small and medium size budgets worldwide, combining unmatched technical expertise with a real world compliance perspective. We seek an understanding of each client's business and tailor our services to resolve its unique challenges. Moreover, our experience results in our ability to provide tangible solutions and to take a leadership role in Vertex projects.
Our services include a full range of transaction tax areas:
INTEGRATIONS - Mature O Series Sales Tax, Use Tax, and VAT integrations for homegrown and commercial host systems on Unix, iSeries, or Windows platforms, including Microsoft AX, Microsoft GP, JDE World, JDE E1, QAD, Ecometry, and Lawson - to name a few.
IMPLEMENTATIONS - From deployment white-boarding, thru installation, integration, taxability configuration, testing, training, go-live support, to post-go-live support, MKS provides complete tax automation consultancy within diverse systems landscapes utilizing MKS or, in the case of SAP, Vertex integration software.
MIGRATIONS AND UPGRADES - Extensive hands-on experience migrating legacy Vertex and non-Vertex system to Vertex O Series, and upgrading Vertex software to the current version.
COMPLIANCE - Prepare, review and submit state sales and use tax returns.
USE TAX REVIEW - Periodical review of purchases to accrue use taxes.
RECOVERY OF TAX OVERPAYMENTS - Review records to identify overpayments due to law changes, taxability determination errors, or tax department position changes in applying taxes to transactions.
RESEARCH - Research unique products or services sold and/or purchased to determine taxability. Conclusions are generally summarized in a taxability matrix.
NEXUS STUDIES - Research activities in non-filing states to determine if a filing requirement exists and to assist in quantifying any tax liability exposure.
TAX PROCESS ANALYSIS - Review transaction tax processes for the purpose of improving efficiency and accuracy.
TAX AUDIT ASSESSMENT REDUCTION - Review past and present transactional tax audits to ensure minimum sales tax assessments. Search and locate tax overpayments to be used to offset tax assessments and to possibly reduce penalties and interest.
SALES TAX CERTIFICATE MANAGEMENT - Review existing customer certificates to ensure they are acceptable to the applicable jurisdiction. Create and maintain a customer sales tax certificate database and certificate soft storage. Review and issue sales tax certificates to vendors when applicable.
Contacts:
Denice Haslett
Title: Director of Tax Compliance Consulting
Practice Description: As a professional tax accountant with over two decades of corporate tax and Vertex experience with multiple fortune 500 companies in retail, manufacturing and service industries, Denice is prepared to address any of your tax compliance aspects in the areas of sales, use and property tax.
Regions Served: North America, EMEA, Central/South America, Asia Pacific
Work Phone: 888.888.8291 ext.11
Email: denice.haslett@mkstrategies.com
Richard Marko
Title: Technology Consultant
Practice Description: As a former Vertex, Inc. software engineer and consultant with
over a decade of hands-on experience with Vertex software and a variety of
implementations, Richard is prepared to address any technical or functional aspects
of your sales tax, use tax, or VAT automation needs.
Regions Served: North America, EMEA, Central/South America, Asia Pacific
Work Phone: 888.888.8291 ext.32
Email: richard.marko@mkstrategies.com
Robert Kocyan
Title: Technology Consultant, CTO
Practice Description: As a former lead Vertex, Inc. software
engineer and consultant with almost two decades of hands-on experience with
Vertex software and variety of implementations, Robert is prepared to address any technical or functional aspects of your tax automation needs.
Regions Served: North America, EMEA, Central/South America, Asia Pacific
Work Phone: 888.888.8291 ext.42
Email: robert.kocyan@mkstrategies.com
Call 800.355.3500 to Speak to a Sales Representative.
