Firm Leadership Our success is a direct result of our people. We have assembled a highly credentialed team of tenured and loyal professionals with Big 4 accounting firm, industry and governmental service backgrounds. A recovery audit is only as good as the individual(s) performing the work. We often recover more savings than others as senior level consultants are directly involved in each engagement. At CTMI, our clients enjoy extraordinary service, long-term relationships and confidence knowing that credentialed recovery and tax specialists are hard at work on their behalf. Mark Boozer, President and Director, Expense Recovery - Accounts Payable Mark is the President and CEO of CTMI, LLC. Mark is in charge of the AP Audit and Unclaimed Property Services Team and is in charge of client relations, company management and marketing operations. He was the founder and the owner of BoozerScott and served as President prior to merging with Corporate Tax Management, currently CTMI. Prior to founding BoozerScott & Company, Mark worked as a Regional Audit Manager for Broniec & Associates for 4 years. Mark graduated from Baylor University with a BBA degree in Marketing/Management and Entrepreneurship. Mark’s 20 plus years of expertise includes identifying and recovering dollars for clients in the Property Tax and Real Estate, Personal Property, and Sales and Use Tax arenas. His experience includes a wide array of industries including oil and gas, retail, manufacturing, cable and hospitality. Jerrod Raymond, Vice President and Director, Sales and Use Tax Jerrod Raymond is Director of the Sales & Use Tax Department for CTMI. His responsibilities include conducting multi-state sales tax overpayment reviews, defending/minimizing state sales tax audits, negotiating voluntary disclosure agreements, and analyzing/researching state sales and use tax consequences of various business transactions. He has extensive knowledge and experience in identifying significant sales and use tax savings and refund opportunities in managing the sales and use tax audit burden and working with state taxing authorities to reduce or negotiate assessments. Prior to joining CTMI, Jerrod served as a state tax consultant with PricewaterhouseCoopers, LLP, in charge of multistate managed sales and use tax audits for various manufacturing companies. Bradley Uhr, CPA, Managing Director Bradley Uhr serves as CTMI’s Managing Director of Sales, Marketing and Strategic Growth Initiatives. He is a graduate of the University of Texas at Austin where he received a BBA in Accounting. Bradley has over 20 years of experience as both an industry financial and operating executive and as a public accountant with Ernst & Young LLP. He has extensive experience in managing and consulting in the areas of strategic planning, financial accounting, business operations, expense management, process improvement, regulatory and tax compliance. Bradley is a Certified Public Accountant and is actively involved in professional services organizations and his community. Prior to joining CTMI, he served as COO of the Western U.S. for AXA Advisors, LLC. Brad is member of Financial Executives International and serves as an adult leader in the local Boy Scouts of America. Kevin Cavasos, Managing Director, Property Tax and Fixed Assets Kevin Cavasos serves as Director and lead of CTMI’s Personal Property Tax and Real Estate service lines while bringing over 20 years of evaluation and consulting expertise to our clients. His areas of expertise include real estate evaluation and appeals, business personal property consulting, reviews and compliance in addition to performing assessments to identify any potential abatements and exemptions. Kevin has worked with a wide array of property types such as commercial office and industrial buildings, retail, multi-family properties, hotels, hospitals, theater and undeveloped land. Prior to joining CTMI, Kevin served as Director of Property Tax for PricewaterhouseCoopers. He is a graduate of Texas Tech University and holds a BBA in Finance. He has a CMI designation from the Institute of Professionals in Taxation and is a Real Estate appraiser and broker for the state of Texas. Kevin is also a licensed tax agent in Tennessee and licensed appraiser in South Carolina.
|