Adam has provided state and local tax services for public and privately held clients since 2005. He assists clients with multistate nexus and sales and transaction tax analysis for purposes of planning, risk mitigation, voluntary disclosure, tax engine implementation, and controversy representation. He also assists clients with refund claims, administrative appeals, private letter rulings, state and local tax aspects of M&A transactions, and more.

Adam has a deep working knowledge of multistate taxation of telecommunication services, information services, internet access, VoIP, wireless, SaaS, PaaS, IaaS, and licensed software. He also assists clients with multistate income and franchise tax issues, including but not limited to state tax return review, structuring and planning, voluntary disclosure, controversy representation and administrative appeals, and refund claims.

• State Tax Update, 38th Annual Region IX/X Conference, Tax Executives Institute
  (The Nines Hotel, Portland, May 2016)
• State and Local Tax Update
  (9th Annual Conference for NW Manufacturing and Consumer Products Companies, November 2014)

• Member, American Institute of Certified Public Accountants
• Member, Department of Accounting Advisory Board, Western Washington University
• Member, Tax Section of the American Institute of Certified Public Accountants
• Member, Washington Society of Certified Public Accountants

• BA, accounting, Western Washington University
• MPAcc, taxation, University of Washington
• State and Local Tax Certificate, Georgetown University Law Center