Margery Van Vleet has more than 20 years of tax and tax software specialty experience, focusing on tax technology implementation and support. She leads the Corptax services and CCH Global Integrator services teams for the firm nationwide. She participates in the Corptax Certified Professional program, ONESOURCE Certified Implementer Program and CCH Global Integrator partner program.
Van Vleet works with clients from the planning phases of a tax system implementation through post-“go live” monitoring and issue resolution. In addition, she provides software selection, process improvement services, system maintenance support, training, efficiency reviews, e-file assistance and other special projects. She has tax department management experience and her corporate tax background allows her to offer objective insight to address tax department technology needs and issues. She has successfully supported clients of various sizes, including most of the Fortune 500 companies in her region.
- Hospitality and restaurants
- Financial services
- Federal tax services
- International tax services
- State and local tax services
- Tax accounting and risk advisory
- Tax compliance
Professional qualifications and memberships
CPA — Maryland, Virginia
Association for Computers and Taxation, Annual Speaker
Master's of Accountancy, Tax Research and Policy, University of Tennessee
BS, Accounting, University of Tennessee
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