Overview
Rachel assists taxpayers (individuals, closely-held businesses, including pass-through entities, and large multi-state corporate taxpayers, including Fortune 500 companies) in a wide range of state tax matters and related federal matters; developing innovative strategies for addressing federal and state tax issues in a cost effective and efficient manner. Rachel’s experience includes managing state tax audits and representing taxpayers in controversies; conducting due diligence and advising on related state tax structuring issues in merger and acquisition transactions; monitoring federal and state tax legislation and assisting taxpayers with evaluating the impact of federal and state tax legislative proposals and changes including the Inflation Reduction Act; consulting on day to day state tax issues, compliance and planning; counseling clients on state tax nexus issues, for both income and franchise taxes and sales and use taxes; and representing taxpayers in negotiating and completing voluntary disclosure agreements with state tax agencies.
Rachel advises taxpayers on state tax issues involving all categories of state and local taxes including corporate income, franchise, personal income, sales and use, gross receipts, withholding and other payroll taxes, property, and public utilities taxes, as well as, economic development matters and unclaimed property.
Rachel represents taxpayers in a diverse group of industries, including manufacturing, retail, financial services and securities, insurance, health care, transportation, real estate development, construction, technology, entertainment, media, pharmaceutical, public utilities and the service industries.
Prior to joining the firm, Rachel worked for a national accounting firm focusing on state and local tax planning and handling controversy matters.
Affiliations
Affiliations
- American Bar Association, Tax Section
- North Carolina Bar Association
- California Bar Association
Capabilities
Education
J.D., Wake Forest University, 1999
B.A., Davidson College, 1995
Admissions
- California, 2003
- North Carolina, 1999
Languages
- Spanish