For accounting service providers, gathering data and filing returns for clients' personal property tax poses challenges. Clients must prepare, print, and mail returns to local governments in as many as thirty-eight states in the U.S. alone. Organizing hundreds of returns for clients can be daunting.
Join Avalara and a property tax partner from FORVIS to review the steps to file your clients' returns and offer tips on turning this into a valuable service in your practice.
Learning Objectives:
Avalara
General Manager - Property Tax
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Mr. Hoemke is an entrepreneur in the property tax software and finance industries. He is the founder of CrowdReason and CorrelationAdvisors, companies acquired by Avalara in 2021. He is an executive with over thirty years of developing tools to help ease property tax compliance burdens and expertise in ensuring fair tax assessments. His mission is to positively impact organizational efficiencies and help elevate the role of their property tax teams with high-quality products and services.
In the valuation space, Mr. Hoemke holds a designation with the American Society of Appraisers as an Accredited Senior Appraiser (ASA) in Business Valuation. Mr. Hoemke specializes in valuing businesses, including tangible and intangible assets. Mr. Hoemke has handled issues involving valuation for financial reporting, fairness opinions, bankruptcy, corporate disputes, tax reporting, and dispute-related matters. He has experience in a variety of industries, including telecommunications (i.e., cable, wireline, and wireless infrastructure and businesses), real estate (commercial and industrial), regulated and independent power facilities (i.e., wind, geothermal, nuclear, natural gas, coal, and hydropower), air transportation (i.e., passenger carriers, cargo carriers, and fleet), and manufacturing (i.e., cement plants and automotive assembly plants).
In the technology space, Mr. Hoemke designs, leads, and manages teams for various enterprise and mid-market SaaS-based property tax applications for Avalara, Inc. These projects include TotalPropertyTax, an enterprise-level web-based property tax reporting, value tracking, and bill payment system, and MetaTasker, a SaaS-based workflow automation application for semi-structured documents (i.e., governmental notices, bills, etc.),
Formerly Mr. Hoemke was a Managing Director at Duff & Phelps and Standard & Poor’s and a Partner at Ernst & Young. Mr. Hoemke started his career as an Industrial and Utility Appraiser at Taylor County Assessor's office in Abilene, Texas.
Forvis Mazars
FORVIS Partner - Tax Transformation
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Kelly serves as the practice leader for FORVIS’ Tax Transformation group, focusing primarily on process, data management, and technology efficiencies. Her team engages in the development of client tax solutions related to data automation and analytics.
Kelly has more than 28 years of tax experience, including 18 years in public accounting and 10 years in the corporate tax department of a large SEC filer. While in corporate, she was a leader in operations for state/local income, state tax provision, and property tax functions. She also practiced for more than 13 years in the multistate tax practices at two Big4 firms, where she focused on state income tax planning and implementation of restructurings for large multistate corporations.
Kelly has deep experience in enterprise data platform and tax technology implementations and has served as a lead on numerous tax process improvement initiatives, including enterprise data platform and tax technology implementations for functions across tax.