Carolyn Shantz, CPA, CMI



Principal
1400 S Post Oak Ln # 400
Houston, TX 77056
Cell: 713.516.4676
Email: This email address is being protected from spambots. You need JavaScript enabled to view it.

Carolyn Shantz, CPA, CMI is a Tax Principal at Merit Advisors, LLC in Houston, TX. Carolyn provides sales and use tax consulting services including but not limited to audit assistance, reverse audits, process reviews, automation/system implementations, calculation and maintenance of sales/use tax reserves, training, other sales and use tax management include customer and vendor communications, registrations, nexus reviews, etc. Carolyn has more than twenty-five years of experience in the indirect tax area. Prior to joining Merit, Carolyn was Tax Manager for Superior Energy Services, Inc., Managing Director at Alvarez & Marsal, Senior Manager at Ernst & Young and started her career as a Texas sales/use tax auditor with the Texas Comptroller. Carolyn’s industry experience includes within the energy sector, oil and gas well services, midstream and pipeline, downstream (chemicals/refining), as well as manufacturing, telecommunications, retail and entertainment.  

 

Carolyn is an active member of IPT serving as a recent Board member, as well as actively involved in multiple IPT committees including the Membership Promotion Committee, Annual Conference, Sales Tax Symposium, and CMI Committee. Carolyn is a member of IPT, AICPA and has spoken in the past for various state and local tax organizations. Carolyn has a BBA in Accounting from the University of Houston.

Merit Advisors, LLC
114 W. Main St.
PO Box 330
Gainesville, TX 76241

Phone: 940.665.6452
Fax: 940.612.3921
Email: info@meritadvisor.com

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