Sales tax help in Any and All States

Whether it’s called a sales tax, transaction privilege tax, gross receipts tax, general excise tax, or any other name, and whether the Board of Equalization, Department of Revenue, State Comptroller’s Office, State Tax Commission, or any other agency enforces the tax, our sales tax consultants can help you negotiate your state’s maze of regulations and minimize your tax burden.

History

The origin of McClellan Davis®, LLC dates back to 1980, when a former sales tax auditor of the California State Board of Equalization began responding to the unequal struggles he had witnessed between business people and the state’s sales tax “audit machine.” Over the years, our firm’s activities have expanded to incorporate a full range of multistate sales and use tax services.

Between 1980 and the present, the sales tax consultants at McClellan Davis®  have represented thousands of taxpayers, from small sole proprietors to large multinational corporations, before multiple state tax agencies with a high level of success.

Multi-State Presence

McClellan Davis®  offers sales and use tax services to businesses operating in every applicable state. Our sales tax consultants will work from their offices, travel to your location, or both, depending on which approach will provide optimal solutions to your sales tax dilemmas.

All of our consultants are very well qualified and many of them are former state sales and use tax auditors, which provides a powerful advantage when dealing with sales and use tax agencies. Whether your business just has a few sales tax questions, has been assessed a liability, is seeking a sales or use tax refund, or requires in-depth solutions to tax compliance issues, we can help.

 

Our Founders

Jesse McClellan, Esq.
Jesse McClellan, Esq.Sales Tax Attorney
Jesse W. McClellan, Esq. is among a very limited group of individuals in the sales and use tax consulting profession that can draw upon the knowledge and experience that comes from being a licensed attorney and a former state sales and use tax field auditor. Jesse’s unique skill-set, experience, and unwavering commitment to his clients, has allowed him to obtain a significantly high success rate in representing a broad range of complex issues on behalf of businesses and individuals before state taxing agencies. He has personally been responsible for saving his clients millions of dollars, having prevailed on several seven and eight figure cases before the California State Board of Equalization.

Before joining forces with Dan to form McClellan Davis, LLC, Jesse worked as an internal auditor for a Fortune 500 public corporation, where he helped ensure that retail locations across the nation remain in compliance. He then became a sales and use tax auditor for the California State Board of Equalization, accumulating a wealth of insider experience auditing a wide variety of businesses. Upon leaving the state, Jesse joined our predecessor company where he served as its vice-president and audit division lead consultant.

Jesse has provided expert witness testimony for sales and use tax purposes in civil litigation matters, written articles on a variety of tax-related topics and has spoken at several taxation and accounting seminars. Jesse also leads our firm’s ongoing efforts to initiate and draft new laws, regulations and procedures that are intended to provide for the protection and advocacy of taxpayers. He is credited with initiating and leading the effort to establish standard of proof guidelines for California’s audit staff, serving as the principal author of the published guidelines.

Jesse graduated third in his class at Lincoln Law School of Sacramento and with honors from San Diego State University with a Bachelor of Science degree in Finance.

Dan Davis, MBA (Taxation), CPA, CFE
Dan Davis, MBA (Taxation), CPA, CFESales Tax Specialist
Dan has practiced in the tax field for over 35 years. His career started with the California State Board of Equalization, where he worked as a senior sales tax auditor, branch office supervisor, and district audit reviewer.

After leaving the Board, Dan spent 11 years as the managing partner of his own CPA firm. He then sold the firm to become a full-time sales and use tax manager/consultant, working in that capacity for Fujitsu America Inc., Arthur Consulting Group, Inc., and Associated Sales Tax Consultants, Inc. During that period he accumulated extensive “hands-on” experience in dealing with both California and multi-state sales and use tax issues.

In addition to nearly two dozen articles, Dan has written two major reference books on sales and use tax matters. The books, which are published online by CCH, Inc. and updated annually, include the Multistate Guide to Sales and Use Tax Audits and the Multistate Guide to Sales and Use Tax: Construction. Dan has also taught and lectured on a variety of tax and auditing topics at graduate and postgraduate levels.

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Of Counsel

Lucian Khan
Lucian KhanAttorney at Law
Lucian Khan, Esq., has over 30 years of professional experience working at the California State Board of Equalization, including more than 20 years within the agency’s Legal Department. Lucian started at the Board of Equalization as a Business Tax Representative, providing legal advice, and assisting taxpayers with registration and compliance with the sales and use tax law.

After earning his Juris Doctor degree and becoming a licensed attorney, Lucian worked as a Deputy District Attorney, where he prosecuted more than 50 jury trial cases. He then returned to the Board of Equalization, first as a Business Tax Appeals Hearing Officer, and subsequently as an Appeals Supervisor. During that time, Lucian authored over 700 tax decisions and reviewed more than 5,000 decisions. He was also instrumental in developing the formatting and review policies, which are currently used for processing California sales and use tax decisions. Many of his decisions and opinions have formed the basis for sales and use tax annotations, published by the Board of Equalization.

Prior to leaving the Board of Equalization, Lucian spent five years in the Settlement Division, where he handled complex appeals, as a Settlement Officer and reviewer. Lucian’s extensive and unique experience makes him a tremendous resource for our California and multistate clients.

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.”
G.A.B. , President of a steel company
“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.”
Fred Lennard, Mt. Shasta Veneer, Inc.
“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.”
Pauline Rosenberg, Reliable Maintenance Service