Founded

IntegriTax originally was founded in 1997.

Employees

With nearly 20 employees, our group of senior tax analysts and staff tax analysts headed by experienced managing partners, makes it one of the largest groups of sales and use tax experts headquartered in the Southeast.

Service Area

Originally providing service to clients in Georgia, IntegriTax can now service clients throughout the United States.

• Overpayment Review
• Managed Compliance Agreements
• Audit Management
• Audit Reduction
• Managed Audits
• Nexus Studies
• Voluntary Disclosure Agreements
• Compliance Audits
• Tax Matrix Rule Development/Upgrades
• Material Groups Research/Product Code Assignment 
• Utility Tax Studies
• Energy Audits
• Research Projects
• Property Tax

Professional Affiliations

IntegriTax tax specialists are members of a number of professional associations related to the tax industry.

Institute for Professionals in Taxation

Nearly 40 years old, the Institute for Professionals in Taxation (IPT) is an educational association that educates, certifies, and establishes strict codes of conduct for tax professionals. Every year, the Institute provides more than 20 nationwide seminars, joint programs, academies, symposia, forums, schools, and a conference. IPT's program in sales tax leads to the Certified Member of the Institute (CMI) designation, which is available to those members who satisfy the educational and experience requirements and who pass a rigorous examination. Its members are expected to adhere to a strict code of ethics and standards of professional conduct.

Southeastern Association of Tax Administrators

The Southeastern Association of Tax Administrators (SEATA) is comprised of tax professionals in Alabama, Arkansas, Florida, Georgia, Louisiana, Mississippi, North Carolina, South Carolina, Tennessee and Virginia. Full membership is reserved for tax administrators, budget officials, public finance officers, and legal counsellors. The association promotes cooperation among the member states in taxation and tax-related matters by holding meetings and using other communications for exchanging ideas on tax administration, tax laws, and administrative methods. IntegriTax is a member of SEATA's Industry Council Committee and the IntegriTax partners regularly attend SEATA meetings.

U. S. Poultry & Egg Association

The U.S. Poultry and Egg Association (USPOULTRY) is the largest and most active poultry organization in the world. The association represents the entire industry including processors and producers of broilers, turkeys, ducks, eggs and breeding stock. It helps to advance the industry through research grants, education, the environment, food safety, poultry health, and communication. USPOULTRY also sponsors the International Poultry Exposition, the largest show in the industry.

Technology

IntegriTax works with clients who use every imaginable accounting system available ranging from state-of-the-art customized enterprise systems to off-the-shelf legacy systems. Our clients use various platforms such as Windows, Unix, Oracle, Novell, Linux and AS/400 that run major ERP, HCM and SRM software including SAP, PeopleSoft, JD Edwards, MS Dynamics, NetSuite, ESP, Sage, Epicor, SYSPRO, IFS, Macola and many, many more.

As our clients' systems have become more technologically advanced, IntegriTax has kept pace with advanced methods for conducting our business. For example, IntegriTax has developed iTrax, a technologically advanced database system that facilitates reviews. This leading-edge software tracks refund claims sent to taxing authorities and suppliers, compiles refund amounts, monitors claim status, and manages follow-up activities. Our system expedites reviews and reduces the amount of time it takes for refunds to be added to our clients' bottom line. It easily manages communications with suppliers, many of whom are sent claims from multiple clients. ITrax also allows us to provide our clients with timely and informative reports throughout the length of their projects.

Green Initiatives

IntegriTax continues to implement new technologies and processes that streamline and speed our work flows, which provide convenience to our clients while saving time and resources.

PAPERLESS OFFICE. IntegriTax has always recycled paper and other office waste. We are now reducing the amount of material used in our business processes. In the past, we traveled to our clients' locations, photocopied their documents, and had them shipped to us for processing. We then kept the documents on our premises or in long-term storage for years. Today, we are scanning original documents or have previously scanned and archived documents sent to us via email or copied to CDs or flash drives. To speed processing for scanned documents, we use new scanners and multi-screen workstations that allow us to work with multiple documents simultaneously.

REMOTE ACCESS AND SECURE DATA TRANSFER. Some IntegriTax clients allow us to view their records remotely by creating special accounts for us to access data on their servers. If our client's security systems do not allow this method, we create ftp accounts behind our firewall, which allows our clients to directly transfer data to our server in a secure manner.

ELECTRONIC FILING SYSTEM. In the past, we created and kept client and administrative paper-based files in binders and folders that were stored in numerous filing cabinets and bookshelves. IntegriTax now keeps all client information in electronic formats and most administrative "paperwork" is now created, stored, and archived electronically.

ELECTRONIC REPORTS. Our reports of findings are less bulky because we now provide them in electronic form to our clients. Instead of shipping binders containing several pounds of paper, we now send electronic versions via email or on CD-ROM. In addition, when requested, we send scanned documentation to state auditors instead of spreadsheets and documents printed on many pounds of paper.

REMOTE TRAINING. IntegriTax is using WebEx, an online meeting and conferencing solutions company, for training seminars that allow client participants from anywhere in the country to join in scheduled training. This approach reduces our client's time and travel expenses. In addition to our seminar manuals, IntegriTax furnishes DVD copies of the webinars to all participants.

BENEFITS. While IntegriTax continues to recycle its office waste, our waste reduction initiative with accompanying technology changes has considerably lowered the amount of waste paper generated by our business. The costs and environmental impacts for shipping copies of paper documents and our reports have significantly been reduced. In addition, the time and energy saved by not copying, transporting and processing paper documents allows us to provide our clients with the results of our analyses quickly so that they are able to maximize the tax overpayments we identify for them. Cutting down on travel also saves considerable time and resources. In short, our use of new technologies allows us to reduce time, resources, and expenses while further improving our clients' bottom lines.

DUNS

The Dun & Bradstreet Data Universal Numbering System (DUNS) number for IntegriTax is 11-321-0756.