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Executive Team
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Twenty nine years of state and local auditing and consulting. Member of the AICPA tax section and the Ohio Society of CPA's and is a Certified Member of the Institute for Professionals in Taxation. |
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Former Ohio Tax Commissioner Agent, Certified Member of the Institute for Professionals in Taxation. Twenty years auditing and consulting experience. |
Thirty years former
Assistant Manager at |
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Former Ohio Central Audit Staff Supervisor with over thirty years auditing and consulting experience in sales tax auditing and compliance procedures and direct pay procedures for fortune 500 companies. Jerry served on the panel committee that rewrote the Manufacturing Exemption in House Bill 531. |
Ken brings thirty-seven years of public utility tax knowledge to Towe and Associates. His specialties include: income franchise tax, sales and use tax, pollution control exemptions and personal property taxes. |
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Chris has more than twenty
years experience in state and local taxation, including tax abatements and pollution
control certificates. Chris was supervisor of audit review for the Ohio
Department of Taxation, Sales/Use tax division where she served on the audit
policy and procedure committee. She spent the last thirteen years working in
the manufacturing industry directing her sales/use and personal property
specialties in numerous states at audit management and appeal, asset
allocation, pollution control, tax abatements along with sales tax direct
payment procedures. Chris obtained her Masters of Taxation from the |
Ken has more than thirty years experience in all areas of sales and use tax including audits, refunds, and compliance. Ken has assisted a wide variety of taxpayers including major manufacturers, retailers, service providers and construction contractors. Ken has extensive experience in statistical audit sampling in all major industries. |
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Thirty-three years |
Dan has worked in the area
of Ohio Sales/Use Tax for over 30 years.
As an audit manager with the Ohio Department of Taxation, Dan reviewed
and assigned work to tax auditors. He
has been involved with a wide range of entities from small retailers to
Fortune 500 companies. Dan is familiar
with sampling techniques utilized by the department from liquor markups to
block and statistical sampling. He has
assisted with developing direct pay procedures and creating in-house training
for the department on performing construction contractor audits. He has also been involved with vendor sales
audits and is knowledgeable as to documentation needed to support exempt
sales and services. |
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Nine years tax research, auditing,
audit defense and tax consulting experience. She has her AAB with a major in
accounting from |
Seven years business
management. Two years experience in state and local taxation. Joseph has
successfully completed the |
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Former Indiana Department of Revenue Senior Auditor. Seventeen years experience in state and local tax, audit representation, tax analysis and consulting. |
Former Indiana Department
of Revenue Senior Auditor. Fourteen years experience in state and local tax,
audit representation, tax analysis and consulting. |
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BS in Business
Administration from |
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TOWE & ASSOCIATES