ENGINEERED SALES TAX SERVICES

Todd Filo is a multi-state sales/use tax specialist, with diverse experience including taxability advice and guides, audit management and defense, nexus studies, due diligence review, training, voluntary disclosures, registrations, and return preparation.  He also has broad experience advising clients on income/franchise tax nexus matters.  As no two businesses are identical, Todd places an emphasis on seeking the best solution for his clients by understanding the company’s concerns and needs, some of which may initially be unknown to them, and then discussing all applicable options.  Todd works with companies of all sizes and strives for solutions that include efficiency and simplification of complicated matters for his clients.

Todd has experience advising clients in numerous industries.  In particular, he's leveraged his engineering degree to focus on technical industries including construction, manufacturing, information technology, and oil/gas services.  Todd has extensive experience working with clients in the construction industry in all states, including general contractors, subcontractors, and suppliers, advising on matters such as taxability guidance, applicable exemptions, and the appropriate documentation required to claim such exemptions.  He has widespread knowledge of the many nuances of multi-state sales/use tax for software and cloud computing businesses, helping many clients understand nexus and navigate the taxability laws.  Todd also has specialty experience with the aviation industry as well as advising parties involved in mergers and acquisitions.  Enjoying helping others make sense of what can be complex and convoluted issues, Todd has been involved with many speaking engagements and training presentations.

Previously, Todd spent over 11 years growing a privately held state and local tax consulting firm, spending the last five years as a Partner in the firm.  His other professional experiences include financial management and product engineering.  Todd holds a Bachelor’s Degree in Mechanical Engineering from the University of Wisconsin-Madison.