Kerilyn Boergert

Keri is responsible for both tax compliance and consulting engagements including state tax planning and structural analysis, merger and acquisition due diligence, nexus studies, voluntary disclosures, state refund claims, and state audit representation. She specializes in working with companies in a wide range of industries, including private equity firms and businesses undergoing a business transition. She has more than 24 years of experience providing business and personal tax compliance, tax research, and tax planning services for a variety of closely held businesses.

Keri is skilled in all aspects of corporate income and franchise tax, pass-through entity tax, sales/use tax, employment tax and personal property tax. She has experience handling a variety of litigation support cases and 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. Additionally, Keri has advised both private equity and strategic buyers and sellers of businesses on tax related due diligence matters.