It's Gene!
Avalara Author
Gene Marks
It's Gene!
Avalara Author Gene Marks
Gene Marks is a columnist, book author, CPA, and owner of Marks Group PC, a technology and consulting services firm. Gene writes every day on business, politics, and public policy for the Washington Post and weekly for Forbes, Inc. Magazine, Entrepreneur, and the Huffington Post.
Avalara Author
Jaime MacDonell
Avalara Author Jaime MacDonell
Jaime MacDonell is a Marketing Manager for Avalara’s Excise and CertCapture products. She spends most of her days trying to understand the complexities of fuel tax. If you have a question about how natural gas and biofuels differ when it comes to excise taxes, she’s your girl.
Avalara Author
Matt Nelson
Avalara Author Matt Nelson
Matt Nelson is an Avalara solutions engineer with astonishingly deep knowledge of fuel tax. He once built a complex state-by-state excise rate comparison spreadsheet, just for fun.
Avalara Author
Balz Wyss
Avalara Author Balz Wyss
Balz is leading Avalara’s Channel Development & Partner Programs. Balz loves working with partners of all kinds! At Avalara he incubates new channels, develops scalable business models, and drives strategic alliances, building on his experiences working for various leading multi-national IT and media companies in Europe, the USA and Asia, including Microsoft, RealNetworks, Time Warner-AOL’s Netscape division, Knight-Ridder Information and GFK Switzerland.
Avalara Author
Mark Wilhelm
Avalara Author Mark Wilhelm
Mark Wilhelm, the self proclaimed “Recovering Accountant” began his career as an internal auditor at a private regional company in the Midwest. From there, Mark’s career included a variety of accounting roles, including general ledger, multi-currency financial consolidation & reporting, and eventually comptroller. He branched out into consulting, starting his own practice, and provided Enterprise Resource Planning (ERP) implementation services, training, and consulting for businesses. Recognized for his implacable ability to get the job done, he was requested to join another consulting firm and help build their support center. In 2005, Mark joined Avalara and currently serves as Director of Product Integration. Mark loves dogs and is considering starting an Accountants Anonymous program...
Avalara Author
Christina Lengyel
Avalara Author Christina Lengyel
Christina Lengyel is a writer by trade and has found herself in taxes by way of research. As an analyst, she has tracked down thousands of products by UPC in order to determine when and where they are taxed.
Avalara Author
Will Frei
Avalara Author Will Frei
Will Frei directs social media and blogging for @avalara. He is on a mission to help make sales tax less taxing for businesses of all kinds.
Avalara Author
Scott Peterson
Avalara Author Scott Peterson
Scott Peterson is the Vice President of U.S. Tax Policy and Government Relations for Avalara, Inc. In his role, Scott leads Avalara’s effort to be the first name in sales tax automation. Prior to joining Avalara Scott was the first Executive Director of the Streamlined Sales Tax Governing Board. For seven years Scott acted as the chief operating officer of an organization devoted to making sales tax simpler and more uniform for the benefit of business. Before joining Streamline Scott spent ten years as the Director of the South Dakota Sales Tax Division where he was responsible for the state sales and use tax, the state’s contractor’s excise tax, the sales and use tax for over two hundred cities, and the sales and use tax for four tribal governments.
Avalara Author
Alan Holley
Avalara Author Alan Holley
Alan is a social media specialist at Avalara working with partners and influencers in the accounting industry. As part of Avalara’s ongoing mission to build thriving relationships with accounting and bookkeeping firms, Alan is committed to adding value to online communities through the sharing of digital resources and engagement on social media platforms.
Avalara Author
Jeremy Korst
Avalara Author Jeremy Korst
Jeremy Korst is Chief Marketing Officer at Avalara. His broad and deep experience in the tech industry includes executive roles at Microsoft and T-Mobile. Jeremy serves on the boards of both the University of Puget Sound and the Wharton School, University of Pennsylvania, as well as those of several technology startups.
Avalara Author
Ashley Fenlon
Avalara Author Ashley Fenlon
Ashley is a Marketing Specialist who writes and creates content for B2B software company, CIMcloud. Her goal is to help others understand Customer Interaction Management, and the CIMcloud culture and brand. To learn more, visit A native of Michigan, she attended Northern Michigan University where she received her Bachelors in both English and Public Relations. After exploring the world for several years, she visited South Carolina, fell in love with warm, sunny days and southern hospitality, and resides there to this day.
Avalara Author
Silvia Aguirre
Avalara Author Silvia Aguirre
Silvia is the co-founder of Avalara CertCapture. She’s a former tax auditor-turned-accountant with a passion for helping businesses achieve 100% compliance.
Avalara Author
Pascal Van Dooren
Avalara Author Pascal Van Dooren
Pascal Van Dooren is chief revenue officer at Avalara.
Avalara Author
Toby Bargar
Avalara Author Toby Bargar
Toby is an attorney and senior tax consultant in the Avalara Communications business unit. He regularly speaks about and advises customers on complex transaction tax issues, particularly in the field of communications tax and regulatory surcharges.
Avalara Author
Kid Misso
Avalara Author Kid Misso
Kid is a Senior Director of Solution Consulting at Avalara and responsible for sales engineering and professional services in Europe. Kid is a Systems Analysis graduate and has over twenty years of IT experience in a broad range of disciplines from development and product management through systems implementation, sales support and software sales management. Kid has worked for Xerox, American Express, Sabrix and Thomson Reuters as well as multiple technology start up companies. In the last twelve years he has specialised in international indirect tax automation.
Avalara Author
Rachel Le Mieux
Avalara Author Rachel Le Mieux
Rachel has been practicing in state and local taxes since 1985. She is a certified public accountant, and a certified member of the institute (CMI) for professionals in state and local taxation with an emphasis in sales tax. She consults with clients in a broad range of industries on state and local tax issues involving sales and use taxes, gross receipts taxes, income taxes, and other miscellaneous taxes.
Avalara Author
Andrew Johnson
Avalara Author Andrew Johnson
Andy graduated with a master’s degree in accounting with emphasis in taxation from Brigham Young University. He began his career in state taxation with Arthur Anderson, then after four years he partnered with Jerry Peisner and in 1992 founded Peisner Johnson & Company, LLP. Andy is an experienced professional in state and local tax matters and has consulted hundreds of companies in virtually every industry across the country. He is also a member of the AICPA and the Texas Society of CPAs.
Avalara Author
Peter Horadan
Avalara Author Peter Horadan
Prior to joining Avalara, Peter had the privilege of participating in both the start of the Online Banking and Software as a Service (SAAS) movements. Peter helped banks go online for the first time in the early days of the Internet by leading the team that created the Online Banking Server at Microsoft, and then later as VP of Products at Corillian, now a part of Fiserv. Peter also helped launch the SAAS movement by leading the team that created the On-Demand version of Concur Expense, the world’s leading corporate expense management solution. Peter is now helping to drive the next major technology shift – the inevitable automation of transactional tax compliance – as head of engineering and operations teams at Avalara.
Avalara Author
Carolynn Kranz
Avalara Author Carolynn Kranz
Carolynn specializes in multi-state tax matters and has unparalleled expertise in the sales and use tax issues associated with high tech transactions. Before starting two firms — (1) Kranz & Associates, PLLC, a boutique law firm specializing in state and local taxes; and (2) Industry Sales Tax Solutions, LLC, a subscription database containing the sales and use taxability of software related transactions, digital content, and cloud services — Carolynn worked for Big Four accounting firms. Carolynn was recognized by State Tax Notes in its monthly State Tax Spotlight, and she is a frequent speaker and author on multi-state sales and use tax matters.
Avalara Author
Amy Morgan
Avalara Author Amy Morgan
Amy manages global trade solutions at Avalara. She has managed cross-border compliance for companies ranging from startups to F500. She is motivated by simplifying even the most complicated import/export problems.
Avalara Author
John Sallese
Avalara Author John Sallese
John Sallese has more than 24 years of tax compliance and audit experience. Before Avalara he worked at a Big 4 accounting firm, with other tax software providers, and in industries ranging from ecommerce and technology to manufacturing and telecommunications. Avalara helps businesses of all sizes achieve compliance with transaction taxes — including leading software companies such as NetSuite, Marketo, Webtrends, WatchGuard, SugarCRM, Ubisoft,, and more.
Avalara Author
Mike Maselli
Avalara Author Mike Maselli
Mike Maselli is a senior director of product management at Avalara. Mike has been in software product management roles for the past 20 years, leading innovative B2B and B2C cloud-based and on-premises Web and mobile projects for solving high value challenges for business of all sizes across multiple market segments.
Avalara Author
Susan McLain
Avalara Author Susan McLain
Susan McLain began her career as a technical writer in technology industries such as satellite networking and medical devices. Her skills encompass technical and marketing writing, usability engineering, verification and validation testing and protocol writing, requirements development, business analysis, technical illustration/graphic design and marketing. She has owned her own business providing service to small to medium sized business and in other positions, she has been in project management, documentation and marketing. She is currently the content specialist for Avalara helping to “make sales tax less taxing.”
Avalara Author
Erin Wiggins
Avalara Author Erin Wiggins
Erin has been a sales tax content expert working with Avalara for over 3 years. Though she lives in California, she’ll always be a diehard Seahawks fan!
Avalara Author
Rachael Brownell
Avalara Author Rachael Brownell
Rachael is a content writer with Avalara with over 15 years experience of regulatory and legislative analysis. She also plays a mean game of Scrabble.
Avalara Author
Seth David
Avalara Author Seth David
Seth David brings his QuickBooks, Sage, Xero and other productivity software e-teaching super powers to the table.
Avalara Author
Gary Davis
Avalara Author Gary Davis
Gary Davis is the Senior Product Manager in the Excise Tax Division at Avalara. He has more than 20 years of software industry experience as a programmer, business analyst, support specialist, pre-sales systems engineer, and product manager. Prior to joining Avalara, Gary was a product manager at FuelQuest, where he led several fuel order management, pricing, and business intelligence initiatives. Gary holds an MBA degree and a B.S. in mathematics.
Avalara Author
Lisa Peer
Avalara Author Lisa Peer
Lisa Peer is a Tax Compliance Manager for the Communications Business Unit in Avalara. She works closely with clients for their everyday returns needs.
Avalara Author
David Campbell
Avalara Author David Campbell
David Campbell is Vice President of Product Management for excise tax products at Avalara. His job is to figure out what excise tax products Avalara should create, what those products should do, and how they should be marketed, sold, and supported.
Avalara Author
Sandra Thomas
Avalara Author Sandra Thomas
Sandra is a senior tax consultant with Avalara Communications. As a CPA and former government auditor she provides invaluable guidance to communications customers dealing with complex transactional tax issues.
Avalara Author
Jeanette Sherman
Avalara Author Jeanette Sherman
Jeanette is a former journalist and legal writer who is fascinated by the complexities of sales tax worldwide. She learns something new every day.
Avalara Author
Kim Clark
Avalara Author Kim Clark
Kim leads the Compliance Team in the Avalara Communications business unit. Her background in Senior Finance and Operations roles and in-depth experience in the development and successful implementation of key organizational strategies provides invaluable guidance to help increase efficiency and drive organizational excellence.
Avalara Author
Aberdeen Group
Avalara Author Aberdeen Group
Since 1988, Aberdeen Group has published research that helps businesses worldwide improve their performance. Our analysts derive fact-based, vendor-agnostic insights from a proprietary analytical framework, which identifies Best-in-Class organizations from primary research conducted with industry practitioners. The resulting research content is used by hundreds of thousands of business professionals to drive smarter decision-making and improve business strategy.
Avalara Author
Nathan Joynt
Avalara Author Nathan Joynt
Nathan Joynt is the Content Director for Oracle Commerce Cloud. He writes regularly about eCommerce, SEO and content marketing best practices. He has over a decade experience working in-house with eCommerce and technology companies.
Avalara Author
Shane Ratigan
Avalara Author Shane Ratigan
Shane began his career as a self-employed business owner. After 10 years in the motorcycle business, he returned to college to gain a Bachelor's in accounting and a Bachelor's in Business Adminstration. He went on to earn his Juris Doctorate at Syracuse University of College of Law in New York and his LLM Master's of Taxation at the University of Washington in Seattle. Shane has spent several years counseling small business owners on tax and succession planning. He is a licensed attorney in Oregon and Washington. Shane currently works in sales tax law and sales tax compliance with Avalara.
Avalara Author
Brian Austin
Avalara Author Brian Austin
Brian is Director of Industry Relations at Avalara, working closely with accountants, bookkeepers, consultants and other apps within Avalara’s expansive partner ecosystem, helping to spread the word about Avalara's compliance solutions for sales tax, 1099 and more
Avalara Author
Jim Nelson
Avalara Author Jim Nelson
Jim Nelson is a tax research analyst in the Avalara Communications business unit. His responsibilities include monitoring state and local jurisdictions for tax law changes that affect Avalara products and customers.
Avalara Author
Chris Osborne
Avalara Author Chris Osborne
Chris has 20 years of experience in the ERP and CRM software industry. He has held a variety of positions throughout this time ranging from hands-on development, sales, marketing, and management. Chris most recently came from an organization where he played an instrumental role in bringing an on-premise enterprise application to the Cloud Platform.
Avalara Author
Zach Hanlon
Avalara Author Zach Hanlon
Zach Hanlon the Director of Product Marketing for @oraclecommerce. He’s a big picture guy at heart with an engineer's eye toward practicality. His career has spanned software sales, consulting and now marketing. He loves the feeling of actually solving a problem and he thinks helping people is more important than helping yourself.
Avalara Author
Bubba Lange
Avalara Author Bubba Lange
Robert "Bubba" Lange is the Senior Vice President, Solution Engineering at Avalara. He has more than 35 years of ERP implementation, sales and distribution, business development, finance, and transportation experience. As senior vice president of solution engineering, he has direct responsibility for pre-sales solution definition across all excise tax automation product lines.
Avalara Author
Kerry Alexander
Avalara Author Kerry Alexander
Kerry manages marketing programs for Avalara. She writes about the business challenges of managing sales tax and the benefits of automating compliance.
Avalara Author
John Hoyt
Avalara Author John Hoyt
John Hoyt is a Solutions Specialist at Technology Management Concepts (TMC). TMC specializes in the implementation of financial and business management systems, helping customers streamline their processes and maximize productivity. As a Microsoft Gold Partner, they are recognized for exceptional customer service, training and support. Combined with proactive customer services, they've built their reputation as the premier Microsoft Dynamics Partner in Southern California, while also serving companies nationally and globally.
Avalara Author
Richard Asquith
Avalara Author Richard Asquith
Richard works at Avalara, helping businesses of all sizes achieve compliance with international transactional taxes, including VAT, GST and Sales Tax through automation. He has worked for over 25 years across Europe, assisting companies going global.
Avalara Author
Rodrigo Zerlotti
Avalara Author Rodrigo Zerlotti
Rodrigo Zerlotti has more than 25 years of technology and tax experience, including 15 years in Brazil as founder and CEO of SuitePlus, responsible for the ERP localization of Netsuite; and founder of Rezolve, a cloud technology company. Zerlotti leads Avalara’s expansion into Latin America.
Avalara Author
Patrick Foster
Avalara Author Patrick Foster
Patrick makes it his mission to rescue entrepreneurs from the ecommerce startup killers: financial issues and bad business management. He is a passionate advocate of ecommerce journeys and stories, and he’s always looking to find like-minded thinkers and doers.
Avalara Author
Courtney Carstens
Avalara Author Courtney Carstens
Courtney Carstens is a 13-year marketing veteran with seven years specializing in excise motor fuel taxation. She’s currently responsible for managing demand generation and PR initiatives for Avalara’s Excise solutions. She’s a proud Texan, an Army brat, a lover of college football, and an avid history buff. She loves to cook and sing.
Avalara Author
Melissa Sargeant
Avalara Author Melissa Sargeant
Melissa Sargeant has been developing and marketing software products for more than 20 years. She joined Avalara in 2014 as VP of Marketing for Avalara’s Excise, CertCapture and Communications business units. Melissa is an early riser and an avid runner.
Avalara Author
Wendy Leonard
Avalara Author Wendy Leonard
Wendy Leonard is a product manager with Avalara that has active in sales and use tax for 16 years. While she finds all of sales tax interesting, she is drawn to exemption certificate issues and over the years has built products to help manage exemption issues as well educated in the industry with speaking and writing engagements.
Avalara Author
Steven Dunston
Avalara Author Steven Dunston
Steven Dunston is a marketing technologist with experience as a web developer, SEO specialist and creative director. Steven is director of the Marketing Technology Group at Avalara.
Avalara Author
Jessica Davis
Avalara Author Jessica Davis
Jessica Davis is the Marketing Operations Manager at Avalara.
Avalara Author
Gail Cole
Avalara Author Gail Cole
Gail Cole began researching and writing about sales tax for Avalara in 2012 and has been fascinated with it ever since. She has a penchant for uncovering unusual tax facts, and endeavors to make complex sales tax laws more digestible for both experts and laypeople.
Avalara Author
Michelle Cronolly
Avalara Author Michelle Cronolly
Michelle is responsible for the management and development of the New York and California NetSuite User Group live events, as well as aiding the development and implementation of social media, email, and other marketing campaigns for BSPNY. Michelle is Inbound Certified, Email Marketing Certified, and Hubspot Certified. Michelle is a marketing guru by day, and a lifesaving EMT by night.
Avalara Author
Robert Lockard
Avalara Author Robert Lockard
Robert Lockard is a copywriter with Fishbowl. He writes for several blogs about inventory management, manufacturing, QuickBooks and small business. Fishbowl is a #1-requested manufacturing and warehouse management software for QuickBooks users. Robert enjoys running, reading, writing, spending time with his wife and children, and watching movies
Avalara Author
Kayley Bell
Avalara Author Kayley Bell
Kayley Bell is the Chief Operating Officer at DSD Business Systems. As COO, her responsibilities include Finance, Human Resources, Sales/Marketing, Administration and Product Development/IT. With over sixteen years of experience in the Technology and Accounting field, Kayley prides herself in understanding the importance of Human Capital Management in developing high performance employees and corporate cultures. At DSD, she has focused on developing a highly responsive organization dedicated to improving customer performance.
Avalara Author
Jon Roskill
Avalara Author Jon Roskill
Jon Roskill is the Chief Executive Officer of Acumatica. Jon has 25 years of leadership experience in the software business. He joins Acumatica after a 20-year career at Microsoft where he led efforts in many areas including product development for developer tools, as well as the business operations, strategy, and marketing for all of Microsoft US. Jon's most recent role was Corporate Vice President for the Worldwide Partner Group where he led a global sales and marketing team of more than 5,000 employees and Microsoft's 640,000 partners. Jon has a Bachelor of Applied Science, Computer Engineering, from University of Massachusetts in Amherst, and an MBA from Boston University.
Avalara Author
Patrick Wolf
Avalara Author Patrick Wolf
Patrick Wolf is a content marketing specialist for Apttus, with expertise in sales, content creation, and SEO.
Avalara Author
Brendan O'Brien
Avalara Author Brendan O'Brien
Brendan O’Brien is Co-founder and Chief Evangelist for Aria Systems. Brendan has been in the recurring revenue services business for over 20 years. He is a recognized pioneer, thought-leader and inventor of cloud billing, and sought-after expert to help businesses monetize their businesses in preparation for the Internet of Things (IoT).
Avalara Author
Patti Passinault
Avalara Author Patti Passinault
Avalara Author
Sheri Pollock
Avalara Author Sheri Pollock
Avalara Author
Avalara Author Avalara
Avalara helps businesses of all sizes get tax compliance right. In partnership with leading ERP, accounting, ecommerce, and other financial management system providers, Avalara delivers cloud-based compliance solutions for various transaction taxes, including sales and use, VAT, excise, communications, and other indirect tax types. Headquartered in Seattle, Avalara has offices across the U.S. and around the world in the U.K., Belgium, Brazil, and India.
Avalara Author
Mark Huson
Avalara Author Mark Huson
Mark Huson leads West Monroe’s Mergers & Acquisitions practice in the Pacific Northwest, as well as its national Revenue Engine Diligence and Growth Acceleration center of excellence.
Avalara Author
Tony Susak
Avalara Author Tony Susak
Tony Susak is General Manager of Avalara’s Telecom business unit. In previous roles at AT&T, as well as Cricket Communications, Cingular Wireless, Virgin Mobile, and General Motors OnStar, his teams were responsible for calculating, filing, and remitting millions of transaction tax dollars annually. He also was instrumental in developing policy that affected legislation involving vehicle telematics and communication taxes.
Meredith Wood
Avalara Author
Meredith Wood
Meredith Wood
Avalara Author Meredith Wood
Meredith Wood is the Editor-in-Chief at Fundera, an online marketplace for small business loans that matches business owners with the best funding providers for their business. Specializing in financial advice for small business owners, Meredith is a current and past contributor to Yahoo!, Amex OPEN Forum, Fox Business, SCORE, AllBusiness, and more.
Avalara Author
Anne Rubin
Avalara Author Anne Rubin
Anne writes marketing content at Avalara to help customers and business owners uncover compliance pain points and get up to speed with Avalara solutions and services. Anne enjoys tackling the complex and confusing nature of sales tax, so customers can take action and get compliance right.
Avalara Author
Mike Plaster
Avalara Author Mike Plaster
Mike Plaster is a former journalist who now owns and runs a small business. He began a partnership with Avalara in 2018, aiming to shed light on issues important to small business owners and Amazon sellers.
Avalara Author
Scott McFarlane
Avalara Author Scott McFarlane
Scott is CEO and co-founder of Avalara. Responsible for the vision and strategic direction of the company, Scott has a long history of advancing ideas that shake up the status quo.
Avalara Author
Jennifer Sokolowsky
Avalara Author Jennifer Sokolowsky
Jennifer Sokolowsky specializes in writing about tax and legal topics. She relishes the challenge of translating legalese into information that is accurate, useful, and easy to understand.
Laura Walter
Avalara Author
Laura Walter
Laura Walter
Avalara Author Laura Walter
Laura Walter is a CPA who specializes in cryptocurrency and assisted us with this article. If you need any help with your taxes or have questions about how you can integrate cryptocurrency into your business, feel free to reach out to Laura. Her email is and she can be found on Twitter @CryptoTaxGirl.