Biography

Anne-Marie has provided state and local tax services to public and privately held companies since 2011. She focuses her practice on state and local income, franchise, sales/use and gross receipts tax consulting, and compliance projects.

Anne-Marie specializes in large corporate state income tax return compliance in the manufacturing and technology industries. She has assisted clients with large multistate nexus studies, apportionment reviews, voluntary disclosure agreements, the employee retention tax credit, and tax planning and structuring.

Prior to joining Moss Adams, Anne-Marie was a multistate tax manager in the Portland, Oregon office of a Big Four accounting firm.

External Publications

  • Oregon Enacts Corporate Activity Tax (CAT), Imposed on Modified Gross Receipts (Deloitte Multistate Tax Alert, May 2019)
  • Oregon Supreme Court Upholds Broad Interpretation of Receipts from Broadcasting (Deloitte Multistate Tax Alert, September 2018)
  • Oregon Department of Revenue Issues Final Market-Based Sourcing Rule (Deloitte Multistate Tax Alert, January 2018)

Selected Speaking Engagements

  • Indirect Sales and Use Tax
    (National Association of Credit Management, July 2023)
  • Q&A with a CPA Over Lunch
    (Oregon Society of CPAs, January 2022)

Professional Affiliations

  • Member, Oregon Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants

Education

  • BS, business administration (accounting emphasis), Portland State University

Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.