SMART

SMART Business Advisory and Consulting, LLC

Practice:
Tax Technology Consulting

SMART provides business advisory and consulting services for Fortune 500, middle market, and privately held organizations in North America and globally. From 11 offices in the U.S. and Europe, SMART sets an innovative new standard for service that adds value to your bottom line and security to your planning strategy.

Our Tax Technology Consulting professionals incorporate a highly technical tax background with a thorough knowledge of state of the art transaction tax software packages and their integration with both standard and proprietary business ERP systems, including SAP, Oracle (including PeopleSoft and JD Edwards), Portal, Lawson, and Great Plains. This combination enables our professionals to provide several levels of consulting services including feasibility studies, software installation, and turnkey implementations which provide for the complete automation of the transaction tax compliance process.

Our professionals have completed many product implementations for Vertex Sales Tax L , Q, and O Series, Vertex Communications Tax L and Q Series, and Vertex Sales Tax Returns Q Series over the last 10 years. Our implementation strategy uniquely includes our hands on experience in the real world application of the above software packages. Our Tax Technology professionals also support our sales tax outsourcing center, which uses Vertex products in addition to our own proprietary solutions.

SMART services include, but are not limited to:

The initial feasibility and requirements analysis for modeling core tax to business objectives
Interface requirements, design, and development for the tax system-to-ERP software integration
Address and jurisdiction validation
Integration programming
Tax Decision Maker Configurations
Taxability and nexus studies
User acceptance testing
Architecting audit control procedures
Vertex Communications Tax L/Q Series Customization Utility (SmartCLICK)
Automated tax return preparation and outsourcing
A variety of traditional transaction tax services including audit defense, refund claims, voluntary disclosure and general transaction tax advisement

Contacts:
Richard Hofrichter, CPA. CMI
Managing Director, Sales Tax Services
Phone: 678.921.8000
rhofrichter@smartgrp.com

Mark Rems, MBA
Manager, Tax Technology Consulting
Phone: 610.247.6177
mrems@smartgrp.com