Jeremy S. Blocher

Jeremy’s focus is U.S. indirect taxes (transaction taxes) with a primary focus on the communications and technology industries. Jeremy helps clients understand and comply with their tax filing obligations, identify areas of tax exposure, and achieve tax savings. This involves understanding clients’ operations and systems, researching and analyzing tax laws to determine tax consequences and identifying areas for savings.

Professional and Industry Experience

Jeremy has substantial experience providing transaction tax consulting services to both large publicly held clients as well as small start-ups. This includes research, analysis, and project management related to indirect taxation and performing U.S. indirect tax due diligence for communications and technology industry acquisitions. Jeremy’s focus is in the communications and technology industries, but he has assisted clients in many other industries as well.

Sales & Use Tax Reverse Audits

• Jeremy has overseen many nationwide sales and use tax reverse audit projects for large telecommunications clients and has helped clients receive millions of dollars in refunds and also to implement the review findings into their processes, resulting in millions of dollars in future tax savings.

Due Diligence Reviews

• Jeremy has performed numerous due diligence reviews related to acquisitions of targets in the communications and technology sectors to identify and quantify potential transaction tax exposure.

Taxability Reviews & Tax Engine Implementations

• Jeremy has provided numerous taxability matrices to assist clients in properly collecting and remitting all applicable transaction taxes. Jeremy has also assisted clients in implementing telecommunications tax engines into their billing systems to help clients with their tax collection obligations.

Tax Controversy Representation & Tax Advice Memorandums

• Jeremy has represented clients in numerous state and local tax audits and appeals and has drafted tax memorandums to assist clients with the tax consequences of their business activities.

Nexus Studies and Voluntary Disclosure Agreements

• Jeremy has analyzed clients’ activities to determine nexus, identify potential tax exposure, and resolve the tax exposure through voluntary disclosures or settlements with taxing jurisdictions.

Other Professional Activities

• Regular Presenter, Telestrategies Communications Taxation Conference
• Regular Instructor at KPMG Trainings on U.S. Indirect Taxes and Telecommunications Taxes