The Idea
 
IntegriTax
began as an idea for one of its two founding partners in late
1996. After earning her stripes as a Florida state tax auditor
and as a tax analyst at several consulting companies, Valerie
Jordan began thinking that she could run a successful company
differently than those she had worked for. But, she knew that
she couldn't run a new operation by herself. She turned to
Lauren Stinson, a former co-worker with a solid background in
managing tax consulting projects and overseeing corporate
marketing and sales, to help her start a company with a new
service paradigm---tax consulting services with a personal
touch.
The Name
 
During a brainstorming session for a new company name shortly
after they decided to work together as partners, Lauren
suggested that "Integrity" should be part of the
name because she and Valerie had agreed to always provide tax
advice that would be in their clients' best interests. Valerie
wanted "tax" to remain in the name. Thus, as is the
case to this day, the founder's collaboration produced a
valuable result---in this instance, a new company name that
encapsulates the company's values and type of business.
The First Clients
 
The first IntegriTax client was a Georgia paperboard company.
Valerie and Lauren worked primarily on sales and use
overpayment review projects for clients in the Southeast U.S.
for several years. Realizing that they needed to maintain a
steady flow of projects, they began to put an equal emphasis
on providing high-quality service to their clients while
steadily increasing the number of business contacts. After two
years of hard work, they realized that they had made a good
decision to start their own business when they completed a
project for a nationally known audio electronics manufacturer
in South Carolina. By this time, new clients who had heard of
IntegriTax through word of mouth and referrals began
contacting them. Several former clients that Valerie and
Lauren had served at other tax consulting companies began to
call on IntegriTax.
Growth Limitations
 
After five years, the two founding partners found themselves
in a position where they were working for more clients as word
spread in the industry about their emphasis on professional
integrity and their "personal touch" approach to
client service. With their business "booming,"
Valerie and Lauren decided to turn to someone they knew who
could manage growth---a former supervisor at a consulting
company they worked for---Nilesh Parekh.
Business Take-Off
 
In late 2001, Lauren and Valerie approached Nilesh about
helping them grow the business they had started so that
IntegriTax could compete at a national level. Nilesh, who at
the time was looking for "something new to do,"
agreed to help manage the company's growth and provide
direction for using more technology in the business. No
stranger to building new operations and managing large
multi-state national accounts, Nilesh had nearly 20 years of
experience in growing new business in the tax industry and in
managing a large staff. In addition, he had many professional
contacts in the sales and use tax industry and at numerous
State Departments of Revenue. As the third partner of the
IntegriTax team, the addition of Nilesh began a period of
steady growth and visibility for the company that continues to
this day.
Growing and Growing
 
Within a year after Nilesh arrived, the staff count at
IntegriTax doubled as four new tax analysts and more
administrative and marketing support staff were added.
Simultaneously, the company landed its first major multi-site,
multi-state project for a food processing company. Since then,
IntegriTax projects have grown in size and complexity as new,
seasoned staff have been added to manage the burgeoning
workload. In addition, IntegriTax capabilities have grown with
new sales and use tax service offerings to meet the varied
needs of its ever-larger list of clients.
Peering into the Future
 
In the first years of the company, IntegriTax only provided
sales and use tax services to manufacturing clients in
Georgia. Slowly, it began providing services to clients
throughout the Southeast---Florida, South Carolina, Tennessee,
North Carolina, and Alabama. Then, after contacting tax
decision makers at large manufacturing companies that operated
in or were headquartered in the Southeast, IntegriTax began
conducting tax overpayment reviews at its clients' plants
throughout the United States. Now, IntegriTax has grown to be
the one largest group of sales and use tax experts in the
Southeast. In addition to providing services for the
manufacturing sector, we offer services to retailers and food
service companies. Our list of services has also grown to
include tax consulting on energy and property issues.
IntegriTax is now able to work on behalf of any client, no
matter where they work in the U.S. or where their operations
are headquartered. And, we are planning to offer tax services
to other business sectors including financial, education,
entertainment, and hospitality. As a
testament to hard work, innovation, and client satisfaction,
the IntegriTax success story symbolizes the very spirit of
business entrepreneurship. |