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Dan Martinez
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Dan is Managing Partner and CEO of Dan Martinez & Associates, L.P. with over 29 years of state tax experience. Since 1991, Dan has provided his clients with an array of consulting services in almost every area of state and local taxation; specifically sales & use, franchise and miscellaneous taxes for larger corporations and direct pay permit holders. In addition, he has represented many of his clients before the Comptroller on state tax matters, including audits and administrative hearings. Dan's extensive experience has enabled him to help many clients recover millions of dollars in tax overpayments. Prior to his founding Dan Martinez & Associates L.P., Dan was a Senior Auditor for the Texas Comptroller of Public Accounts where he conducted a wide array of audits. During his ten-year employment with the State, Dan conducted sales and use, franchise, motor vehicle, motor fuels, criminal justice and other miscellaneous tax audits. In addition, he testified at administrative law hearings in order to defend audit assessments and presented seminars to special interest groups. Dan received his B.B.A. degree in Accounting from Pan American University. He is a member of the Comptroller of Public Accounts Taxpayer Advisory Group and a member of Institute for Professionals in Taxation. |
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Roman Martinez This e-mail address is being protected from spambots. You need JavaScript enabled to view it Roman's primary responsibilities include acting as a liaison with the Texas Comptroller of Public Accounts and the client. Prior to joining the Firm, Roman was a five-term (10 year) Texas Representative of District 148 which included Downtown Houston. During his tenure in the Texas Legislature, Roman was instrumental in drafting legislation that advanced public education and enhanced the curriculum at the University of Houston. Roman also worked with other legislators to improve the quality of life and safety of his constituents. Roman attended Yale University and was heavily involved in many organizations that served the Hispanic community. |
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Ernest Chapa This e-mail address is being protected from spambots. You need JavaScript enabled to view it Ernest is an Audit Manager with thirteen years of multi-state sales and use tax experience. Since joining the Firm, Ernest has provided consulting and research services for managed audits and overpayment reviews. Prior to joining the Firm, Ernest worked in public accounting for five years. During his tenure, both at Arthur Andersen LLP and Ryan & Company, Ernest acted as project lead and contributor for several multi-state sales and use tax engagements including managed audits, audit defense, overpayment reviews, due diligence reviews and tax process improvements. Ernest is a former Texas sales and use tax auditor with extensive experience in sales tax laws and audit procedures. Ernest received a B.A and B.S. from The University of Texas at Austin, and a B.B.A. in Accounting from the Texas A&M University - Corpus Christi. Ernest is a Texas Certified Public Accountant, a member of Texas Society of Certified Public Accountants, a member of the American Institute of Certified public Accountants, and a member of the Institute for Professionals in Taxation. |
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Robert A. Lozano (Bob) This e-mail address is being protected from spambots. You need JavaScript enabled to view it Bob joined the firm in 2010 as Business Development and Sales Manager. Bob has strategic sales and marketing expertise with Fortune 250 clients, enterprise and mid-market businesses in increasing roles of responsibility across a broad segment of industries including energy and manufacturing. His background in Electrical Engineering adds value to the firm’s auditing requirements for Predominant Electrical Usage Studies. Prior to joining Dan Martinez & Associates L.P., Bob was a contractor for a legal technology firm and two leading Houston I.T. network and systems integration firms where he created dynamic sales and marketing plans, new service offerings and drove new business opportunities resulting in increased client satisfaction and technology business alignment. Bob has held positions in Regional Sales for a Security firm, Client management in Global Accounts Telecommunications with two leading firms, and an Operational role and as Practice Manager for Storage Area Networks (SANs) in a Professional Services firm. Bob received his Bachelor of Science B.S. degree in Electrical Engineering from the University of Texas at Austin, TX. |
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Emily Chen This e-mail address is being protected from spambots. You need JavaScript enabled to view it Emily is a Senior Auditor with strong skills in Access Database Management. She works on Managed Audits and on complex tax issues and financial statement analysis. Prior to joining the Firm, Emily worked as an assistant manager at Moshi-Moshi Imports, Inc. During her past employment, she gained experience in marketing, accounts payable and receivable. She gained IT experience through a service-learning program at the University of Houston where she designed and managed a technology based project to technically underserved communities. Emily received her B.B.A. in Accounting from the University of Houston and her M.S. in Finance. She is currently pursuing her CPA certification. |
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Matthew Grote This e-mail address is being protected from spambots. You need JavaScript enabled to view it Matthew is a Senior Auditor with 7 years of multi-state sales and use tax experience. Since joining the firm, Matthew has worked on managed audits, consulting, research, audit defense, and other special projects. Prior to joining the firm, Matthew worked primarily on Louisiana sales and use tax with two well known audit firms for the state of Louisiana, Gary W. Lambert & Associates and Broussard Partners & Associates. This experience has taught Matthew not only the Louisiana statutes and auditing procedures, but also unique characteristics from many different industries such as oil and gas producers and service companies, sales and rental companies, and manufactures. Matthew has also spent two and a half years working at multi-state tax compliance and consulting firm. Here, Matthew gained sales and use tax knowledge on the 45 states that collect sales and use tax. Matthew earned a BS from Stephen F Austin State University and has earned enough accounting credits to sit for the CPA exam. |
