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M&A State Tax Specialist, LLC Employee Directory

Financial ServicesTexas, United States2-10 Employees

M&A State Tax Specialist, LLC is a financial services firm based in Sugar Land, Texas, focused on state tax issues related to sales and use tax as well as franchise and margin tax. The firm reports it reduces exposure and tax overpayments by more than $5 million annually for its clients, and it provides strategies to identify refunds and recovery opportunities while supporting audit defense. Its client base includes Fortune 100 and mid-market enterprises, with services aimed at reducing future tax liabilities through audit defense and recovery programs.

Its work draws on extensive experience with audit defense projects, reverse audits, overpayment reviews, and managed audits, and relies on a deep understanding of state tax codes and Comptroller policies. A large portion of refund review and recovery engagements are performed on a contingency basis, shifting risk from clients to the firm, reflecting its long-standing state tax expertise—over 90 years combined—in a small team.

Find M&A State Tax Specialist, LLC employees' phone numbers or email addresses

M&A State Tax Specialist, LLC Global Highlights

Location
Employees

North America
18

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  • United States Of America
    17
  • Panama
    1

M&A State Tax Specialist, LLC's Leadership

  • Stylized image of a person
    J. J.
    Vice President Tax Policy And Government Relations
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. C.
    General Counsel
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. W.
    Administrative Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    H. V.
    Information Technology Administrator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. M.
    Water Distribution Operator
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. O.
    Sales And Us Tax Consultant
    Phone icon
    Mobile Phone

M&A State Tax Specialist, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Consultant
  • Accounting
  • Business
  • Business Development
  • Other
  • Administrative

Contact profiles from M&A State Tax Specialist, LLC

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. J.
    Vice President Tax Policy And Government Relations
    Phone icon
    Mobile Phone
    Oct 21, 2024
  • Stylized image of a person
    B. C.
    General Counsel
    Phone icon
    Mobile Phone
    Oct 22, 2024
  • Stylized image of a person
    H. W.
    Administrative Assistant
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    H. V.
    Information Technology Administrator
    Phone icon
    Mobile Phone
    May 01, 2024
  • Stylized image of a person
    J. M.
    Water Distribution Operator
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    T. O.
    Sales And Us Tax Consultant
    Phone icon
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is M&A State Tax Specialist, LLC known for?

Minus sign iconPlus sign iconM&A State Tax Specialist, LLC was founded in 1991 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-713-981-****
. Explore M&A State Tax Specialist, LLC's company overview page for more information.

What is M&A State Tax Specialist, LLC's most common email format?

Minus sign iconPlus sign iconM&A State Tax Specialist, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more M&A State Tax Specialist, LLC email formats with LeadIQ.

How many employees does M&A State Tax Specialist, LLC have currently?

Minus sign iconPlus sign iconM&A State Tax Specialist, LLC has approximately 6 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are M&A State Tax Specialist, LLC's key employees and leadership?

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As of July 2026, M&A State Tax Specialist, LLC's key employees include:

  • Vice President Tax Policy And Government Relations: J. J.
  • General Counsel: B. C.
  • Administrative Assistant: H. W.
  • Information Technology Administrator: H. V.
  • Water Distribution Operator: J. M.

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