Industry Expertise

Practice Focus

Biography

Kristen has practiced public accounting since 2004. She has extensive experience assisting public and private companies with sales and use tax matters. Her expertise includes sales and use tax transaction planning and compliance, including transaction structuring, determining product and service taxability, and creating tools to assist clients with sales and use taxes in daily operations. Kristen also provides analysis and procedural recommendations for transaction processing; nexus analysis and planning, including voluntary disclosure agreements; due diligence projects involving the calculation of FAS 5/ASC 450 reserves; state tax audits and appeals; and sales and use tax refund reviews.

Kristen serves clients across a variety of industries, including construction, hospitality, manufacturing and consumer products, oil and gas, restaurants, and retail. She is a certified member of the sales and use tax division of the Institute for Professionals in Taxation.

Selected Speaking Engagements

  • Multistate Sales and Severance Tax Updates
    (Council of Petroleum Accountants Societies, December 2017)
  • Severance Tax 101
    (North American Petroleum Accounting Conference, May 2015)
  • Texas Sales & Use Tax Update and Audit Best Practices
    (Council on State Taxation, November 2014)

Professional Affiliations

  • Certified Member, Institute for Professionals in Taxation, Sales and Use Tax Division
  • Member, Construction Financial Management Association
  • Member, TEXO – The Construction Association

Education

  • BBA, accounting, Texas Tech University
  • MSA, taxation, Texas Tech University

Insights from Kristen Scherer

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.