Finance and accounting operations
10 state and local income tax experts
These ten tax professionals have led or managed state and local tax work inside operating companies, with titles such as Director, State Income Tax and Director - State and Local Tax. A reader can learn how in-house tax teams handle state income and franchise tax compliance, planning and audits.
Professionals to explore
01—10Douglas M. Bassett, CPA
LinkedInExperience: Director - State and Local Tax · VSP Vision Care
Director - State and Local Tax at VSP Vision Care since 2019, and former Tax Manager there (2015–2019). The profile says this person manages VSP's state income tax, property tax, sales tax and premium tax compliance and assists in audit defense against the IRS and state taxing agencies. Former Tax Auditor at the California Franchise Tax Board (2002–2003).
Jaclyn DiCicco LaFata
LinkedInExperience: State Tax Compliance & Planning Manager · Stellantis
Former State Tax Compliance & Planning Manager at Stellantis (2017–2025), and Director - State and Local Tax at Stellantis since 2025. For the manager role, the profile lists managing the compliance process, including preparation and review. Former Multistate Tax Manager at Deloitte (2009–2014).
James Ford
LinkedInExperience: Director, State Income Tax · Salesforce
Director, State Income Tax at Salesforce since 2022, where the profile says this person leads the state and local income/franchise tax function, with a team responsible for US state and local income/franchise tax compliance and planning, tax credits and incentives, and audits and controversy. The profile also lists Senior Manager, State & Local Tax at Salesforce since 2019.
Jeffrey Liebman
LinkedInExperience: Director State & Local Taxes · L3 Technologies
Director State & Local Taxes at L3 Technologies since 2010, and former Director State and Local Taxes at Altria (1988–2009). The profile describes a specialty in corporate state and local income and franchise taxes, and current work in research and planning, compliance and audit resolution for a large defense contractor.
Jeremy Bennett
LinkedInExperience: Tax Director - State and Local Tax · Oracle
Tax Director - State and Local Tax at Oracle since 2024, and former State and Local Tax Senior Manager (2021–2024) and State and Local Tax Manager (2016–2021) there. The profile lists income/franchise tax under the Oracle senior manager role. Former State and Local Tax Senior Tax Associate at KPMG US (2014–2016).
Jessica Bradberry
LinkedInExperience: Tax Director, State Tax Planning · Warner Bros. Discovery
Tax Director, State Tax Planning at Warner Bros. Discovery since 2022, and former Tax Manager at Warner Brothers Discovery (2019–2022). The profile also lists Tax Manager at Rogers Group Inc. (2018–2019), Senior Tax Manager at Change Healthcare (2017–2018) and Tax Manager at AIG (2014–2017).
Jonathan Calhoun
LinkedInExperience: Director, State Tax · Fortune Brands Innovations
Director, State Tax at Fortune Brands Innovations since 2022, a role the profile describes as covering state income/franchise tax planning, controversy, provision and compliance. Former Senior Manager - SALT & Indirect Tax at Invesco (2013–2022) and SALT Director at Alvarez & Marsal (2008–2013).
Mike LoPresti, CPA
LinkedInExperience: Director of State Income and Property Taxes · Norfolk Southern
Director of State Income and Property Taxes at Norfolk Southern since 2022, and former Senior Tax Manager at Norfolk Southern (2019–2022) and at Voya Financial (2018–2019). Former Tax Manager at Cherry Bekaert (2015–2018), where the profile describes assisting clients with consolidated return filings.
Mollie Miller
LinkedInExperience: Senior Director, State Tax · Fresenius Medical Care
Former Senior Director, State Tax (2017–2026) and Director, State Tax (2011–2017) at Fresenius Medical Care, and VP Corporate Tax North America there since 2026. The profile describes her responsibilities as senior director as managing all aspects of state taxation, including planning, compliance and audits for state income/franchise tax and sales tax, M&A due diligence and legislative monitoring.
Patrick Waldo
LinkedInExperience: Tax Director, Premium Tax and State and Local Tax · Nationwide
Tax Director, Premium Tax and State and Local Tax at Nationwide since 2021, and former Tax Manager, State and Local Tax there (2018–2021). The profile says this person leads a team supporting state income tax and premium tax at Nationwide Insurance, with a focus on tax planning, compliance, audits and reporting.
Choose the right perspective
Match the person's setting to yours, since state tax work at a large multistate group differs from a company that is just starting to file in new states. Also decide whether your question is mainly about returns and compliance, planning, or audits with state tax agencies, and pick someone whose roles centered on that work.
Questions to take into the conversation
- 01How do you decide where the company has income tax nexus as it adds employees, customers or property in new states?
- 02How do you organize state income and franchise tax compliance across many states and filing methods?
- 03What has worked best for you in resolving state income tax audits and disputes?
Reaching state and local income tax experts
How can I contact one of these state and local income tax experts?
Pick one of the 10 people on this page and choose "Book a paid call", or describe your project to find others. You offer a fee for a 15-minute call or a written answer, Instant Expert finds the person's work email and sends the invitation, and they decide whether to accept. The list covers 10 companies, including VSP Vision Care, Stellantis and Salesforce, based on profile data retrieved on October 4, 2026. Being listed here doesn't mean someone has agreed to take calls.
How much does it cost to reach state and local income tax experts?
You choose the offer, starting at $5 per person. It includes Instant Expert's 20% fee, so an offer that pays the person $100 costs you $125. You're charged only when the person books the call or sends the answer.
What if they don't reply?
You pay nothing. Instant Expert sends follow-up reminders, and if the person hasn't booked or answered within 7 days, the request expires and any hold on your card is released. You can invite several of the 10 people on this list at once and cap your total spend, so you pay only for the ones who accept.
About this directory
This is a professional research starting point based on business profile data retrieved on . Titles and companies reflect that source snapshot and may describe past or present roles. Check the linked profiles for current details. Inclusion does not imply Instant Expert membership or availability.
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