Fancy Kalb-Perez

State Tax Consultant

Fancy Kalb-Perez – Tax Accountant (2005 – 2018)

Managed and supported non-income tax audit defense for federal, state and local taxing jurisdictions across the nation and Canada for business entities with over 400 million in annual revenue.
Preparation and payment of compliance tax returns for 32 states, local jurisdictions and Canada: S&U tax, VAT, severance and mining taxes, gross receipts taxes, and other federal excise taxes
Tax research for proven tax savings, avoidance and risk reduction of tax liability
Registering/filling business license during acquisitions, mergers and integrations
Managed outsourced S&U and motor fuel tax returns and refund request
Special projects: Internal tax training, training presentation material, implementing exemption certificate retrieval process, verification management and storage practice
Proficient in finding inefficient processes and reducing process time while increasing accuracy
Tax refund research and recovery
Managed tax related changes to multiple systems for routine updates, company acquisitions, integrations and entity divisions
Accounting consultant and non-income tax services for small-business firms