Industry Expertise

Practice Focus

Biography

Anna has been handling California and multistate sales and use tax transactions since 1992. Her clients are primarily in the energy, construction, technology, leasing, manufacturing, agricultural, and retail industries. Anna provides sales and use tax transaction planning and compliance, including transaction structuring, determination of product and service taxability, and creation of tools to assist clients with sales and use taxes in daily operations. She also provides analysis and procedural recommendations for transaction processing; nexus analysis and planning, including voluntary disclosure agreements; due diligence projects involving the calculation of FAS 5/ASC 450 reserves; state tax audits and appeals; and sales and use tax refund reviews.

Anna began her career as an auditor with the California State Board of Equalization conducting sales and use tax audits of area businesses. She also spent several years working for Big Four accounting firms doing sales and use tax consulting, and she worked for a Fortune 500 company where she assisted with the implementation of Sabrix, a sales and use tax software.

Selected Publications

  • "Texas Expands Wayfair Sales Tax Laws under House Bills 1525 and 2153" (Moss Adams Alert, June 2019)
  • "California’s Wayfair Response Law Raises Retailer Economic Nexus Threshold" (Moss Adams Insight, April 2019)
  • "Q3 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies" (Moss Adams Insight, September 2017)
  • "Companies Should Prepare for Increased Use Tax Reporting Requirements" (Moss Adams Insight, June 2017)
  • "Tax Changes in Tennessee—Many Effective This Year—Expand Nexus and Implement Market Sourcing" (Moss Adams Alert, November 2016)

Selected Speaking Engagements

  • State and Local Taxes–Economic Nexus: Beyond State Income Taxes
    (Praxity webcast, July 2017)
  • Navigating the New World of Sales & Use Tax
    (Tax Executives Institute’s Region IX and X Conference , June 2017)
  • Boost Cash Flow
    (Moss Adams Webcast, January 2017)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, Institute for Professionals in Taxation

Education

  • BS, accountancy, New Mexico State University