Our Southern CA Team
Steve works with most industry types large and small. His experience includes audit representation through the appeal process, voluntary disclosure programs and credit studies through the claim for refund process.
Steve was also a member of the interest party committee representing various industries in working with the State to rewrite a number of sales & use tax regulations. These rewrites not only greatly reduced sales tax charged to industry customers but also alleviated costly sales & use tax audit liabilities.
Steve also teaches multi-state sales & use tax CPE classes to CPA firms and MCLE classes to Law firms.
Steve is a licensed CPA and graduated from San Diego State University with a Bachelors of Science Degree in Business Administration (Accounting).
For 12 years, Melissa worked at the California Department of Tax and Fee Administration (CDTFA) (formerly the California State Board of Equalization) where she held various positions, including Senior Sales and Use Tax Auditor.
At CDTFA, Melissa conducted sales and use tax audits on medium to large sized companies in all industries. Melissa also trained incoming auditors and taught classes on sales and use tax laws and auditing techniques. Additionally, Melissa regularly presented educational sales and use tax seminars on behalf of CDTFA to the general business public.
After leaving CDTFA, Melissa joined Stafford & Associates, Inc., a multistate sales and use tax consulting firm, where she spent 13 years representing companies across a diverse array of industries in sales tax audits, planning, registration, and compliance. In 2020, Stafford & Associates, Inc. was acquired by McClellan & Davis, LLC.
Melissa graduated from the University of San Diego with a Bachelors of Science in Business Administration with an emphasis in Finance. Melissa and her family reside in San Diego, California.
During his appointment, Ted worked closely with the agency’s Business Taxes Committee and interested parties to address topics via the Board of Equalization’s formal rule making process. He was involved in improving and/or developing audit policies and procedures and he worked with taxpayers to provide insight into the appeals process and how to prepare for an appeal.
After his retirement from the Board of Equalization, Ted spent over 3 years in public accounting with KPMG. During his time with KPMG, Ted managed audits, pursued appeals and worked with businesses for tax compliance purposes with a focus on multi-state sales tax issues. He assisted businesses in determining which states they may have filing/reporting obligations with and also assisted them in establishing taxability guidelines for their businesses. Ted has completed voluntary disclosure agreements and has represented taxpayers in sales/use tax audits and/or appeals in multiple states, including California, Florida, Illinois, New York, and Washington.
Our Happy Clients
“Your professional and successful handling of our Petition for Redetermination of a sales tax audit by the State Board of Equalization is very much appreciated. The expert approach in working through the technical minefield … certainly speaks well of your ability to restrain an obsessive government agency.”
“We were very pleased with the sales tax work you did for us. The thoroughness with which you handled our situation was evident by the savings to our company.”
“Our experience with the people of your firm has been of the highest order, definitely five star all the way! We have found everyone to be courteous and astute, efficient and prompt, highly responsive and especially well-informed. Your firm made a most satisfactory settlement and conclusion of our case.”