Daniel Holcomb, CPA

Daniel Holcomb, CPA - Former Texas Comptroller, State Tax Auditor, 26 Years

Daniel Holcomb, CPA – Former Texas Comptroller, State Tax Auditor, 26 Years

Former Texas Comptroller, State Tax Auditor, Supervisor & Trainer, 26 Years

CONTACT

Phone/Fax/SMS: 972-619-9632
Email: Daniel.Holcomb@TexasTaxGroup.com

EDUCATION

B.B.A. in Accounting – University of Texas, Arlington 1984
CPA Certification 1990

PRACTICE AREAS

  • Sales & Use Tax
  • Direct Pay Sales Tax
  • Franchise Tax
  • Fuels Tax
  • Motor Vehicle Tax
  • Tax Policy
  • Administrative Hearings
  • Voluntary Disclosure Agreements
  • Settlements

EXPERIENCE

State Tax Consultant (2013-2015), assisting clients with:

  • Audit Defense
  • Voluntary Disclosure
  • Alternative Reporting Methods

Peisner, Johnson & Company, L.L.P. (2004 -2013):

  • Managed Texas State Tax Consulting Business and performed work on complex cases for all services provided which included audit defense, administrative hearings, tax policy rulings, voluntary disclosure agreements, settlements, and refunds. Also, provided these same services on a multi-state basis as well.
  • Filed initial hearing regarding election of the reporting methods for Texas Franchise Tax. Ultimately, the Comptroller changed the policy regarding reporting methods.
  • Provided training to various clients on tax policy and presented seminars to various accounting organizations.

Texas Comptroller of Public Accounts (1977 – 2003):

  • Austin Headquarters (1977 – 1981)
    • Revenue Processing
    • Revenue Accounting
    • Fuels Tax
    • Legal Division
    • Enforcement Divisions
    • Worked on Joint Task Force Projects with other government agencies.
  • Audit Division (1981 – 2003)
    • Audited all major taxes, including Sales, Franchise, Fuels, Cigarette, and Motor Vehicle on businesses of all sizes and types.
    • Appointed to Franchise Tax Refund Task Force in 1988 regarding refunds per Texas Supreme Court Rulings.
    • Organized and implemented specialization of Texas Franchise Tax Audits in 1990.
    • Responsible for training franchise tax auditors until leaving in 2003.

Professional Activities:

  • Certified Public Accountant (Since August, 1990)
  • Member TSCPA and presently a member of the TSCPA State Taxation Conference Committee

Speaking Engagements:

  • Speaker/Instructor for Texas Comptroller –Franchise Tax Audit Class (1990 – 2003)
  • Speaker Tax Alliance Conference U.T. Dallas
  • Speaker West Texas Society of CPA’s
  • Speaker Plano/Richardson CPA Study Group

 

Short list of audits conducted while with the Texas Comptroller:

Electronic Data Systems Corporation
Mary Kay Inc.
Helzberg’s Diamonds Shops, Inc.
McCaw Cellular Communications Of Texas
Forest Oil Permian Corporation
Jenco Wholesale Nurseries Inc
NEC America Inc
Rubbermaid Incorporated
Alcatel USA Marketing, Inc
Credit Suisse First Boston Corporation
General Dynamics Corporation
Officemax Incorporated
Charles Schwab & Co., Inc.
Advanced Micro Devices, Inc.
J. C. Penney Corporation, Inc.
Chevron U.S.A. Inc.
Chevron Pipe Line Company
Chevron Chemical Company
Occidental Petroleum Exploration
Microsoft Corporation
GTE Southwest Incorporated
WD-40 Company
Alcatel Usa, Inc.
Purina Mills Inc.
Marathon Pipe Line Company
Alcon Laboratories, Inc.
CBS Corporation
Federal Express Corporation
The Neiman Marcus Group LLC
Nike, Inc.
Total Petrochemicals & Refining USA, Inc.
Principal Financial Securities, Inc.
Texas Instruments Incorporated
J.P. Morgan Securities Inc.
Aventis Pharmaceuticals Inc.
Jack In The Box Inc.
Family Dollar Stores Of Texas Inc
American Multi-Cinema, Inc.
D. R. Horton, Inc.
W. H. Braum, Inc.
Bayer Corporation
Glaxco Wellcome Inc.
McDonnell Douglas Corporation
Martex Drilling Company, L.L.C.
Oracle Corporation
Golden Distributing Enterprises, LP
Kyocera America, Inc.
Murphy Oil Usa Inc.
Briggs-Weaver Inc.
Libbey Glass Inc.
General Motors Financial Company, Inc.
Union Oil Company Of California
Brookshire Brothers Holding Inc
Cici Enterprises, LP
BP Exploration & Oil Inc
Alcoa Inc.
Callaway Golf Company