Two years ago Data Tech brought in a new Vice President to head up the tax side of the company. He brought in his own tax team, replacing the existing tax staff. Data Tech uses a Big 5 CPA firm to verify tax logic. We use the national specialist, the one person who has firm wide responsibility for that state. As we are using this high level a person, we also have him annotate the state; all the complex states are annotated for unclear or difficult points in the regulations, areas where companies often make errors, and court cases where clients might consider taking a more aggressive position.

Data Tech publishes a mini reference guide for complex states, which is provided at no charge to corporate tax professionals. If you would like a copy, mail your business card to: