As a leader in Deloitte Tax's Tri-State US indirect tax practice, Stephanie serves as lead US indirect tax service provider to clients throughout the New York Tri-State area. Her significant US indirect tax experience includes more than 9 years with the State of California, Board of Equalization as a Field Audit Supervisor and Supervising Tax Auditor. Stephanie has a diversified indirect tax background, having served clients in many industries including but, not limited to the technology and entertainment and media industries. Stephanie provides guidance to many clients on the sale or use of various technology medium including cloud-based applications and platforms and social media.
Stephanie has led significant transaction tax operational and diagnostic overviews and advised clients on indirect tax planning, risks, process improvement and compliance. She has developed indirect tax billing and compliance processes for clients to ensure timely and accurate compliance and has assisted clients in minimizing transaction taxes through audit representation, management of self-audits, refund reviews, risk-quantification, preparation of private letter rulings, preparation of formal appeals, representation at appellate proceedings, and preparation of voluntary disclosure agreements. Stephanie has developed and populated indirect tax decision modules for all significant tax engines. She has advised clients, related to transaction taxes, with tax reserve analysis, FAS 5/ASC 450 requirements and Sarbanes-Oxley Act Section 302 and 404 requirements including planning, readiness and testing. Stephanie has led indirect tax due diligence efforts related to acquisitions, divestitures, mergers and business expansions.
She holds a CMI Sales Tax Certification from the Institute for Professionals in Taxation (IPT) and received her B.B.A. in Accounting from Hofstra University. Stephanie frequently speaks nationally on various US indirect tax topics before organizations such as IPT, Tax Executive Institute (“TEI”), Council on State Taxation (“COST”), National Multistate Tax Symposium, NYU Institute on State and Local Taxation and Paul J. Hartman State and Local Tax Forum. She is author of the May 2016 Tax Analysts, State Tax Notes article, “What Am I Selling? Properly Characterizing Technology”.
Stephanie serves committee member on IPT’s indirect tax CMI and Distance Learning committees, and co-sponsors the New Jersey, New York and Philadelphia Women’s State Tax Women Networking Group. Stephanie is an active supporter of Volunteers of America, Greater New York, Operation Backpack.