PMBA is a trusted provider of specialty tax services. With over 25 years of experience, PMBA delivers exceptional and innovative services including – but not limited to – Federal and State Tax Advisory Services, Software Implementation, and Asset Recovery. PMBA’s well-rounded team of “Big 4” alumni and tax professionals are dedicated to bringing seamless solutions so businesses can rest assured that their most complex tax challenges are in good hands.
Our Vision and Mission
PMBA aims to be recognized as the most dedicated and trusted firm in specialty tax consulting.
We spare no effort to provide our clients with the necessary expertise and tools to inform, improve, and implement the best solutions in Federal, State, and Local tax. In order to facilitate this mission, we approach each project with a philosophy of client centricity and collaboration.
Every day we strive to serve our clients better and provide them with more value. With the completion of each engagement, our team immediately explores additional tax-saving or profit-focused opportunities to offer our clients. If PMBA cannot provide the necessary solution to address our clients’ needs, then we turn to our network of Best-in-Class service providers to ensure the success of each project.
CEO & Managing Director, Business Advisory
Chris has over 20 years of experience providing business advisory services to corporate America. His clients include many Fortune 1000 companies, and he is an acclaimed thought leader in the area of sales & use tax. Chris has maintained the role of advisory practice leader for several firms before taking the helm as CEO for PMBA in 2015.
Service Specialty: Sales & Use Tax, Credits & Incentives, and Tax Controversy.
Peter J. Scalise
Managing Director, Federal Tax Credits & Incentives Practice Leader
Peter is a highly distinguished BIG 4 Alumnus Tax Practice Leader and has approximately 25 years of progressive tax leadership experience developing, managing and leading multi-million dollar tax advisory practices on a regional, national, and global level. He is a highly acclaimed thought leader in the fields of accounting and taxation with deep subject matter expertise in connection to designing, implementing and defending sustainable methodologies for specialty tax incentives.
Service Specialty: R&D Tax Incentives; Orphan Drug Tax Incentives; Comprehensive Fixed Asset Analysis incorporating Construction Tax Planning, Cost Segregation Analysis and TPR Compliance; IC-DISC Structuring Services; Energy Tax Benchmarking & Energy Tax Incentives; Accounting Methods and Periods Planning; and Television, Movie, & Broadway Production Tax Incentives.
Christopher S. Utschig, P.E
Managing Director, Cost Segregation
Christopher S. Utschig is a licensed professional engineer with a proven track record spanning more than 30 years in the design and construction of both residential and commercial projects throughout the United States. He was the principal responsible for projects with construction budgets ranging from $2M to over $50 million. Christopher has established a professional reputation for excellence in strategic planning, construction feasibility studies, cost estimating and profitability assessments, value engineering, and design-build strategies. He delivers a flexible and transparent approach, as well as creative and critical problem-solving skills resulting in the highest value for his clients. Prior to joining PMBA, Christopher was the senior partner at Stevens Engineering PLLC and continues to retain a Board seat at the firm. Before joining Stevens Engineering, Christopher served as Regional Vice President at Toll Brothers Inc. He has a bachelor’s degree in engineering from Northeastern University and maintains his professional license in multiple states.
Kamal R Shah, CPA
Managing Director, Indirect Tax
Kamal has been in the tax industry since 2005 and has assisted many companies ranging from start-ups to Fortune 500 companies with complex tax matters. Over the past 15 years, Kamal has successfully identified and recovered more than $75M in overpaid indirect taxes for his clients. He has also developed many strong relationships with governmental agencies and auditors throughout the United States and assists taxpayers in various indirect tax areas, including but not limited to sales and use tax, gross receipts tax, and excise tax. Kamal works with clients from jurisdictions across the country in the areas of reverse tax audits, audit defense and appeal, tax systems automation, negotiation of voluntary compliance agreements, transaction analysis, and compliance services.
Service Specialities: Sales and Use Tax, Gross Receipts Tax, Excise Tax, Reverse Tax Audits, Audit Defense and Appeal
Director of Tax Compliance
Jaclyn has over 12 years of experience in providing tax compliance services for various Fortune 500 companies. Prior to working at PMBA, Jaclyn worked at a Global Tax Consulting firm for 11 years as the Director of Operations for the Los Angeles location, as well managed the entire payment processing center for the compliance practice. Jaclyn specializes in creating processes, organizing information, and assisting her clients in getting the most out of their experience. She is an expert in the retailer industry, with clients who have over 5,000 store locations. Jaclyn also has experience with Canadian compliance, gross receipts tax, tire fee returns, and food tax returns.
Service Specialties: Sales and Use Tax, Gross Receipts Tax, Sales Tax Payment Processing, Canada, Excise Tax
Manager of Indirect Tax
As an Indirect Tax Manager at PMBA, Eric has helped his clients in determining their sales and use tax requirements, nexus analysis and setting up compliance, as well as providing sales and use tax audit defense. For the past seven years at PMBA, he has worked with numerous industries in the digital space ranging from video game companies and entertainment providers to billion-dollar digital advertising and software enterprises. Eric operates as one of only a handful of official Avalara software Implementors in North America and assists his clients in implementing the right sales tax solution for their specific needs.
Service Specialities: Certified Avalara Implementor, Creating Use Tax Processes, Sales and Use Tax Recovery, and Indirect Tax Due Process for Acquisitions and Mergers