James A. Ortiz
James Ortiz has more than a dozen years of experience specializing exclusively in the State and Local Tax (SALT) arena, both in a public accounting role at REDW and formerly as a SALT specialist for an international clothing retailer, and has dealt with sales and use tax compliance for every state in the U.S. and Canada. Since joining REDW in 2014, James has been instrumental in growing the firm’s SALT practice.
Previously, James also spent four years working at the New Mexico Taxation & Revenue Department in a variety of roles, including serving as an auditor in the Audit & Compliance Division and developing internal departmental procedures for auditing specialty refund claims.
Master of Science in Accountancy from the University of Phoenix and Bachelor of Business Administration from the University of New Mexico
SERVICES AND INDUSTRIES
Tax Planning and Consulting – specifically such SALT services as:
- Nexus determinations and letter rulings
- Sales and use tax
- Income, Franchise and Gross receipts tax
- Voluntary disclosures
- Tax credits and incentives
- Audit defense
- Reverse audit and refund requests
- Tribal taxation
James has provided SALT consulting services to a variety of industries including, but not limited to:
- Construction and renewable energy
- Real estate
- Software/technology, digital advertising and telecommunications
- Federally recognized tribes
PROFESSIONAL QUALIFICATIONS AND MEMBERSHIPS
James is actively involved as a Business Advisor at New Mexico State University’s Arrowhead Business Center and for the Santa Fe Business Incubator. In addition, he currently chairs the New Mexico Society of CPA’s Tax Committee and sits on the boards of both Catholic Charities of New Mexico, where he also serves as Treasurer, and the Albuquerque Hispano Chamber of Commerce..
AWARDS AND RECOGNITION
James received Albuquerque Business First’s annual “40 Under Forty”award for 2017, an honor that recognizes top, young professionals throughout New Mexico who excel in terms of their professional achievement, demonstrated leadership, and community involvement.