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Recent Projects

Sales Tax Contract Audit Consulting for a home-rule city

Assisting a home-rule city’s staff with performing tax compliance audits while their team was busy with new system implementation and short staffing.

May 2022-present

Interim Financial Director/Consultant for a county of Colorado

Helping the County with work will they transitioned through a vacancy. Included annual audit filing support and financial reporting preparation. Able to assist and start attending to emergent needs within 24 hours of notification.

Feb 2022-Mar 2022

Tax Auditor Training Manual and Templates for home-rule city

Gathered relevant information from cities to create a training manual with a history of taxation and audit information for their specific sales tax administration. Created statistical sampling templates and standardized workpapers in anticipation of expanding hiring by the department.

Dec 2021-Jan 2022, August-September 2023

Analysis for a statutory Town to become self-collected

Evaluating data from state and other business licenses to help a Town decide on paths and options for self-collection including cost analysis and projects that would need to take place for transition.

October 2023 – Present