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I OLIVIER &
ASSOCIATES I
DAVID P. OLIVIER
Founder and Managing Principal
Wall Street office
 David Olivier is the Founder and Managing Principal of Olivier & Associates headquartered on Wall Street. He is one of the nation's leading experts on Sales, Use and Transaction Tax issues, and spent nine years serving Fortune 500 and middle market clients
at KPMG LLP before forming his own firm.
Today, David leads a highly specialized team of nationally recognized accountants, attorneys and former state auditors that focus solely on Sales & Use Tax.
He is a leader in the Sales & Use Tax industry, often recommending initiatives and policy that are adopted by state agencies.
Areas of Practice - Sales and Use Tax
- Multi-state Sales and Use Tax.
- Sales and Use Tax audits.
- Sales and Use Tax issues and recovery.
- Complex tax issues and laws.
- Due Diligence Reviews.
- Representation before government revenue agencies and auditors.
- Representation as expert witness in Sales and Use Tax court cases.
- Representation at Tax Hearings and Bureau of Conciliation and Mediation Conferences.
Education / Experience
- Bachelor's Degree in Accounting (emphasis on Tax), Brigham Young University.
- Master's Degree in Accounting (emphasis on Tax), Brigham Young University.
- Sales and Use Tax expert with KPMG LLP for nine years.
- Served Fortune 500 and middle market clients on multi-state Sales & Use Transaction issues.
- Listed as KPMG’s national specialist on New York Sales Tax, Use Tax and Telecommunications Tax.
- Preferred Sales Tax resource for KPMG’s Mergers & Acquisitions Practices.
Leading The Way
- Planning - Identified and developed a New York Sales Tax planning initiative which generated significant Sales Tax savings on corporate aircraft and aircraft related expenses.
- Voluntary Disclosure - Accessed network of key contacts at many of the state revenue departments across the country and negotiated prospective agreements under which taxpayers were not required to remit any prior period taxes.
- Letter Ruling Requests - Originated the concept that "load and leave" software should not be subject to Sales Tax in states that do not tax electronically downloaded software. First to submit a ruling request to the California State
Board of Equalization and obtain a favorable ruling on this issue.
- Taxability Matrices and Technical Advice Memoranda - Performed Sales Tax research and prepared Taxability Matrices and Technical Advice Memoranda on a wide variety of subjects for companies in regulated and unregulated industries including
telecommunications, pharmaceuticals, transportation, aviation, Internet, computer software, financial services, leasing, manufacturing and retailing.
Professional Affiliations
- Institute for Professionals in Tax, Member
- Broadband Tax Institute, Member
DAVID P. OLIVIER
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