Background

Andrea Potter joined Geffen Mesher in 2019 as a member of the firm’s dedicated State & Local Taxation (SALT) team. With more than 16 years of experience in indirect taxation, she advises businesses on complex state and local tax matters across multiple jurisdictions.

Andrea advises clients on a broad range of state and local tax matters, including legislative and regulatory developments, sales and use tax advisory and compliance, payroll and employment tax, unclaimed property compliance, nexus studies, state tax audits, appeals and refund claims, voluntary disclosure agreements, and multi-state tax compliance and consulting matters. She also performs forensic indirect tax analyses to help clients identify exposure, evaluate risk, and improve compliance.

In addition to her SALT practice, Andrea is a member of Geffen Mesher’s Transaction Advisory Services (TAS) team, providing indirect tax due diligence and project management support for mergers, acquisitions, and other strategic transactions. She works with buyers and sellers to evaluate tax risks and opportunities, helping clients make informed business decisions.

 

Professional Organizations

Institute for Professionals in Taxation

Education

Bachelor of Business Administration, St. Ambrose University

SPECIALIZATIONS

State & Local Tax Compliance and Consulting

Indirect Tax

Transaction Advisory Services