Assessment of Transition to Self-Collection for a new Home-Rule Town previously statutorily administered and collected
This analysis explored the feasibility of a statutory Town transitioning to self-collection of local taxes, including the implementation of full-service tax administration during the initial years. The goal is to support the Town in assuming direct responsibility for tax processes while ensuring operational continuity and compliance.
The evaluation includes:
- Review of state-collected tax data and business license records to identify revenue sources and taxpayer profiles.
- Cost-benefit analysis of self-collection versus continued state administration.
- Identification of necessary infrastructure and staffing to support local collection, reporting, and enforcement.
- Recommended transition projects, such as ordinance development, system procurement, and stakeholder outreach.
This strategic assessment and trained tax administration equips the Town with actionable options and a roadmap for establishing a sustainable and locally administered tax program.
October 2023 – March 2025
Interim Revenue Manager Role for a municipality
Filling in the Tax and License Revenue Manager role while City was experiencing turnover. Implemented policies to keep the programs running and ensure efficient revenue collection and reconciliation processes for City’s funding.
May 2025 – January 2026
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
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, September 2024
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