Biography

Curtis has provided accounting and tax advice to clients throughout the Silicon Valley Bay Area and has worked with companies ranging from the smallest start up to Fortune 500 MNCs. He focuses on US indirect taxes, specifically state sales and use tax, and has experience providing accounting, business, federal, state, local, and international transaction tax services.

Curtis’ specialisms include: advising on tax-efficient supply chain methodologies, SOX 404 process solutions, internal tax controls, due diligence, ASC 450 consulting, tax refund consulting, and tax audit defense services. Prior to joining Moss Adams, Curtis worked as a Tax Manager for over 8 years at EY and KPMG and over 15 years in the government and private sectors.

Selected Publications

  • "Tax Relief Opportunity for Marketplace Sellers in California" (Moss Adams Alert, August 2019)
  • "California’s Wayfair Response Law Raises Retailer Economic Nexus Threshold" (Moss Adams Insight, April 2019)
  • "Top Tax Strategies for California Businesses in 2018" (Moss Adams Insight, January 2018)
  • "Q3 Tax Update for Technology, Clean Technology, Life Sciences, and Communications and Media Companies" (Moss Adams Insight, September 2017)

Selected Speaking Engagements

  • Top Tax Strategies for California Businesses in 2018
    (Moss Adams Webcast, February 2018)

Professional Affiliations

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

Education

  • BS, administration and accounting, California State University, East Bay