Deep Texas expertise as former auditor with the Texas Comptroller of Public Accounts
Various industry experience including energy, manufacturing, retail, telecommunications and medical devices
CPA in Texas and active member of the Institute for Professionals in Taxation
Houston
@alvarezmarsal
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Lisa Barnick is a Senior Director with Alvarez & Marsal Tax in Houston. She advises clients on sales and use tax issues, including reverse audits, managed audits, tax controversy, accounts payable reviews, tax process reviews, tax software implementations and tax planning.
Ms. Barnick brings more than 30 years of sales and use tax experience working with clients in a variety of industries, including exploration and production, electric and gas utilities, refining and marketing, pipeline and transportation, telecommunications and diverse manufacturing operations.
Prior to joining A&M, Ms. Barnick was a Manager with the Sales and Use Tax consulting practice of Ernst & Young in the Gulf Coast region. She also served as the Data Specialist for the Gulf Coast region’s State and Local Tax practice responsible for securing large volumes of data from clients and processing it into a usable format for client engagements. Her seasoned technical skills originated with the Texas Comptroller of Public Accounts where she was an auditor.
Ms. Barnick earned a bachelor's degree in accounting from Texas Lutheran University. She is a Certified Public Accountant (CPA) in the state of Texas and a member of the Institute for Professionals in Taxation.
When a company is undergoing a sales and use tax audit, the use of sampling procedures by the auditor can be daunting and can sometimes result in unplanned difficulties for the company. It is extremely important to get ahead of the game and to ensure that the use of sampling procedures does not inadvertently create undue problems for the company.
We have been dealing with a lot of aggressive auditors lately — not just aggressive from the standpoint of inflexibility on audit assessments, but aggressive in seeking to dictate the terms of how the audit is going to be managed from their point of view only (or for their convenience). A number of years ago, we wrote an article on managing a state department of revenue auditor and the audit process. We thought a refresher was necessary, given that we are finding that, more often than not, a “fair” auditor or audit may be becoming more the exception versus the rule. This edition of Tax Advisor Weekly focuses on ways a company can manage audit execution without allowing the auditor to manage the company.
In today's competitive job market, offering comprehensive benefits to employees is more important than ever. One benefit that can make a significant difference is providing childcare services.
