Keri Boergert has more than 20 years of experience providing business and personal tax compliance, tax research, and tax planning services for a wide range of closely held businesses.
Keri’s experience extends to all aspects of corporate income and franchise tax, pass-through entity tax, sales/use tax, employment tax and personal property tax. Her practice includes both tax compliance and consulting engagements (e.g., state tax planning and structural analysis, merger and acquisition due diligence, nexus studies, voluntary disclosures, state refund claims, and state audit representation). She also has experience handling a variety of litigation support cases. Additionally, she has drafted and reviewed business organizational documents and contracts as well as various legal complaints, responses, motions, and briefs for litigation cases when she was a practicing attorney.