Partners

RSM McGladrey, Inc.

Contact:
Steven Parish
Director State and Local Taxes
Phone: 704.4423829
E-mail:  steven.parish@rsmi.com
Web Site: www.rsmmcgladrey.com

Firm Profile 
RSM McGladrey, Inc. provides leading-edge tax, consulting, and business advice services to businesses throughout the U.S. As a separate entity, McGladrey & Pullen, LLP provides attest services including audits, reviews, and other engagements in which a CPA’s written opinion is issued. Working together, the two separate firms are the seventh largest provider of accounting, tax, and consulting services in the U.S. Internationally, RSM McGladrey, Inc. is affiliated with RSM International, which serves customers from more that 400 offices in 75 countries.

The focus of both RSM McGladrey and McGladrey & Pullen remains consistent - proactively helping clients attain superior, long-term profitability and growth. RSM McGladrey, Inc. provides clients with the resources of a national firm and the service associated with a local firm. RSM McGladrey, Inc.’s State and Local Tax (SALT) practice is a great example of this approach.

SALT Practice Profile 
RSM McGladrey, Inc.’s SALT practice is comprised of a national network of tax professionals dedicated 100% to providing SALT services. Our SALT practice works in conjunction with our local tax and accounting professionals to provide overall business solutions for our clients. RSM McGladrey, Inc.’s SALT practice is comprised of professionals who have successfully implemented Vertex with ERP packages including J.D. Edwards, Oracle, and PeopleSoft, as well as various other packages. These professionals are certified by Vertex as Tax Decision Maker (TDM) Specialists and System Implementors. Our SALT practice also has professionals who have Department of Revenue experience, which provides valuable insight for SALT consulting.

RSM McGladrey SALT Practice Web Site

Our Services 
Our SALT professionals recognize that companies need to have flexibility to address the sales and use tax compliance burden. One solution does not work for every company. As a result, we approach each client focusing on the service or combination of services that best suit the needs of that client. An overall assessment of a client’s sales and use tax compliance process may result in a recommendation to automate certain areas through software implementation, enhancements to the current ERP package, use of compliance agreement (percentage reporting method) or some combination of all these solutions.

If software automation is appropriate, our certified Vertex implementors can assist the client by providing the following services:

• Overall Project Management
• Interface Design and Specifications Development
• TDM (Tax Decision Maker) Configuration and Design
• Vertex Sales Tax Returns Q Series Implementation
• System and Acceptance Testing

Clients may also need to determine the appropriate states in which they should be filing and the taxability of sales and purchases in those states. We provide services to address these areas prior to implementation of the software to help ensure that the information going into and coming out of the software is valid.

RSM McGladrey, Inc.’s SALT practice also provides sales and use tax services in the areas of audit defense (including managed/certified audits), refund analysis, tax planning strategies, technical research, nexus analysis, voluntary disclosure, exemption certificate reviews, and purchasing card reviews.

If your company is looking for ways to minimize the sales and use tax compliance burden and avoid the big surprise of a sales and use tax assessment, our SALT practice can assist you.