Sergio Paez

Role: Dan Martinez & Associates, Llc (m & a) Saltware at M&a State Tax Specialist, Llc
Location: Houston, TX, US
LinkedIn followers: 500 followers

General Business & ManagementView LinkedIn profile

About Sergio Paez

Experienced Tax Consultant with a demonstrated history of working in the industry…

Experience

Dan Martinez & Associates, Llc (m & a) Saltware
M&a State Tax Specialist, Llc
Present

Skills

Social Networking
Microsoft Excel
Powerpoint
Outlook
Microsoft Office
Sales
Use Tax
Accounting
Accounts Receivable
Invoicing
Tax Returns
Bookkeeping
Auditing
Teamwork
Account Reconciliation
General Ledger
Financial Reporting
Financial Accounting
Sales and Use Tax
Finance
Financial Analysis
Microsoft Word
Sales Tax
Tax Law
Pivot Tables
Tax
Quickbooks
Life & Health Insurance Licenses
Payroll
Analysis

Contact information

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Work email
•••••@danmartinez.com
Personal email
•••••@•••••.com
Direct dial
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Current company

M&a State Tax Specialist, Llc

Financial Services · 6 employees · Founded 1991 · Sugar Land, Texas, United States

At M&A we reduce State Sales & Use Tax and Franchise / Margin Tax exposure and tax overpayments by more than $5 million annually. State Tax Consultants provide strategic solutions to identify sales and use tax and franchise tax refund and recovery services, support audit defense and reduce future tax liabilities for Fortune 100 and mid-market enterprises. Our extensive experience with audit defense projects, reverse audits, overpayment reviews and managed audits enable us to positively affect the results of sales and use tax examinations. Our vast knowledge of the state tax code, experience with the Comptroller\'s policies, procedures and our positive working relationship with the State allows us to effectively achieve significant financial benefit for our clients. The vast majority of our Refund Review and Recovery services are performance fee based (ie. contingency) where we shift the risk from our clients to M&A. With over 90 years of combined state tax expertise, M&A provides the flexibility and assurance our clients have come to expect.

danmartinez.com

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About Sergio Paez

Experience

Dan Martinez & Associates, Llc (m & a) Saltware

Skills

Find verified contacts for anyone on LinkedIn