Services Provided

License and registration requirements research


Energy trading company requested assistance with research on license and registration requirements based on business operation scenarios.


  • Conducted multiple workshops with the client to determine business operations.
  • Applied taxing jurisdiction requirements to business operations of client.
  • Identified technology needs within the indirect tax determination system for client and confirmed scope with client.
  • Provided client with draft templates for approval by schedulers and other users of the information.
  • Agreed on deliverable format.
  • Assigned project tasks to staff with appropriate level of experience to conduct statutory research and technology solution development.


  • Successfully delivered advice on state requirements and best practices related to license and registration pertaining to motor fuel tax and environmental fees.
  • Delivered research findings in Matrix format.
  • Met client’s need to identify operating options to minimize indirect tax exposure.
  • Developed technology solutions to meet client’s specific needs for tax determination.