Partner
Partner
Partner
Partner
Tax Manager
Tax Manager
Tax Manager
Tax Manager
Senior Tax Manager
Everyone, business owners; tax departments and CPA (a business’s trusted advisors) enjoys having a expert in their corner.Our team of tax professionals specialize in State & Local Taxes and Credits & Incentives.What sets us apart is this is all we do, our knowledge and experience helps resolve issues quickly, levels the audit playing field and provides the very best state & local tax advisors to work directly with your accounting and tax teams.
In April of 2002, four state & local tax professionals, frustrated with the chargeable hour driven model of public accounting and the one-time hit nature of many recovery firms, set out to build a state & local tax specialty firm that was different. A firm focused on clients needs first, services that bring value at every opportunity and a commitment to long-term relationships through education, collaboration and a commitment to improving client compliance. We are committed to the highest quality service, and have an impeccable reputation for honesty, integrity, thorough services that put our clients step ahead.
For the past 16 years, Downey, Smith & Fier has been, and continues to be, lead by its four founding partners. Our management team on average has been with the company for over 10 years. Their experience includes prior Big-4 experience, as former Partners and Senior Managers; private industry working in tax departments and former California Department of Tax and Fee Administration Auditors and Compliance Specialist. Our team’s credentials includes EA (enrolled agent), CPA, MBT and professional association designations.
DSF is committed to leveraging technology, maintaining the most up-to-date research tools, servers, software platforms to meet our clients needs. We have developed recovery software that standardized our recovery reports ensuring efficiency and the highest quality work product. DSF maintains databases of prior results including vendors and products. This information provides us the ability to maximize the benefits our clients receive.
We treat your issues, like they’re our issue….customize approach, expert experience, specialized knowledge delivered in a responsive comprehensive service focused on solutions. No on-the-job training you will meet with our best, most qualified, Partner or Senior Manager as your service team.
Our experience has shown that every business overpays tax based on the complexity, cost to claim every exemptions and other factors. Our recovery services are designed to identify and maximize available exemptions and credits, while pursuing refunds for prior periods. There is no cost or risk for our free assessment and compliance validation. Generally, businesses may go back three to four years and recover taxes, from a Tax Jurisdiction or vendor, paid incorrectly based on an unclaimed or unknown exemption, credit or exclusion. Most Recovery Services are performed on a contingent basis such that they are self-funding, while your business benefits from the new and increased knowledge improving future compliance and reducing tax costs.
Is your audit on track for quick resolution? Are there questions or inquiries that you are evaluating how best to respond? Has an assessment been issued or proposed? If you answered yes, what next? DSF is here to help. Our team of professionals have over 100 years of experience and relationships throughout the country with many tax agencies. We tailor our services to each clients needs, their issues and where the audit is in the process. Call us for an initial no-cost consultation. Our team of experts assist clients to manage their audits, evaluate the best response to inquires, identify offsets and audit reductions, evaluate sampling and testing, navigate the formal appeals process or pursue settlement.
Many tax exemptions, credits and other incentives require advanced application, qualification and/or approval before benefits can be claimed or recognized. Without these steps benefits may be lost. DSF can assist your business to understand the requirements, deadlines and the steps necessary to maximize your benefit. Your business will be best positioned to immediately recognize these tax saving at the earliest possible point. Synchronizing review and documentation with your return filing increases the accuracy of your compliance and reduces/eliminates any need for amended returns or claims for refund. We often work with our clients to coordinate these services between the end of accounting periods and tax return due dates. The real-time feedback provides a foundation for improved compliance and tax decisions.