CTMI
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Leadership

corporate tax management audit cost reduction recovery Forth Worth Dallas Texas
expense management reduction service, recovery audit, property tax audit, sales tax audit, Forth Worth Dallas Texas

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.

Wayne Cooley, Managing Director, Property Tax Services

Wayne Cooley serves as the Managing Director of CTMI’s Personal & Real Property Tax practices. Wayne has a 40 plus year track record of providing both business personal and real property tax consulting services to a diverse and nationwide client base. Wayne leads a team of credentialed professionals managing multi-state real property portfolios and business personal property tax compliance services. His areas of expertise include tax due diligence, tax planning, tax abatements and exemptions and representing clients through both the administrative and judicial process resulting in favorable tax assessments.

Wayne is a Licensed Senior Property Tax Consultant with in-depth knowledge of all property types and filing requirements, renditions, exemptions and abatements. Prior to joining CTMI, Wayne was the Principal of with Wayne Cooley & Associates, Inc. overseeing the personal & real property tax compliance and the real estate advisory groups. He is a graduate of University of Texas where he received a Bachelor of Business Administration in Finance.

Lisa Waller, Managing Director, Energy Services

Lisa Waller serves as the Managing Director of CTMI's Energy Services practice.  She has more than 20 years' experience in providing superior property tax consulting services to a nationwide client base.  Lisa leads a team of exceptional professionals providing specialization in the oil & gas and energy services arenas.  Areas of expertise include due diligence, compliance, exemptions, and strategic planning.  Lisa has been on the forefront of legislation that impacts the industry throughout her career and currently serves as Chair of the Ad Valorem Tax Committee for Louisiana Oil & Gas Association; as such she provides consulting and support for rules and regulations proposals.  She is a licensed Senior Property Tax Consultant.

Prior to joining CTMI, Lisa was the Managing Partner at Consolidated Tax Services in Henderson.

Kevin Cavasos, Director, Real Property Tax Services

Kevin Cavasos serves as Director of CTMI’s Real Property Tax practice.  Kevin has over 24 years experience in property valuation, 18 of which are related directly to property taxation.  His experience includes a wide array of property types including office, industrial, retail, multi-family, hotel, hospital, theater and undeveloped land. 

Kevin holds a CMI designation from the Institute of Professionals in Taxation and is a licensed Senior Property Tax Consultant in Texas.  He is also a General Real Estate Appraiser in Texas and South Carolina, a licensed Tax Agent in Tennessee, and a Real Estate Broker in Texas.   Prior to joining the firm, Kevin was the Director of Property Tax in the Dallas office of PricewaterhouseCoopers, LLP. He is a graduate of Texas Tech University where he received a Bachelor of Business Administration in Finance.  

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