Indirect Tax Consulting

Sales & Use Tax Solutions for Complex Multistate Businesses

DMS Indirect Tax provides national sales and use tax consulting services with a focus on audit defense, exposure analysis, voluntary disclosure agreements, refund recovery reviews, taxability studies, and related indirect tax advisory services

"Big Four Experience – Personalized Service"

Years Experience
0 +

EY

Former Tax Partner / Principal

GE

Former Tax Leadership

Fortune 500

Tax & Audit Experience

Core Services

Specialized indirect tax expertise
across every engagement

Specialized indirect tax expertise across every engagement

Six main practice areas built around the issues that most often demand senior-level attention

Audit Defense & Controversy

Managing state and local tax audits from initial notice through administrative appeals

Refund Recovery Reviews

Identifying overpayments and refund opportunities across multiple jurisdictions

Exposure Analysis & Mitigation

Evaluating historical liabilities and developing strategies to minimize exposure

Voluntary Disclosure Agreements

Managing multi-state disclosure programs to reduce penalties and historical liabilities

Taxability Research

Providing technical guidance on the application of sales and use tax laws

Planning & Advisory

Practical sales and use tax consulting designed to support business operations and growth

Industries Served

National experience across capital-
intensive and regulated sectors

National experience across capital-intensive and regulated sectors

Retail & Distribution

Manufacturing

Healthcare

Communications

Transportation

Finance, Insurance & Leasing

Why DMS

Senior-level involvement on every engagement

Unlike traditional accounting firms, DMS provides direct access to senior leadership throughout every engagement – clients work directly with experienced professionals rather than navigating multiple layers of partners, managing directors, and senior managers

Faster decision-making

Greater responsiveness

Enhanced accountability

Practical solutions

Big Four experience at a reduced cost

Leadership

David M. Smith, CMI

Principal

David has more than thirty years of sales and use tax experience advising Fortune 500, middle-market, and privately held businesses. Prior to founding DMS Indirect Tax, David served as an EY Partner/Principal and Southeast Sales & Use Tax Practice Leader and previously held tax and audit leadership roles with General Electric Company.

Indirect Tax Consulting

Discuss your sales and use tax concerns directly with an experienced indirect tax professional

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