About AST
What we do at AST is simple – we ensure clients are in compliance with state sales & use taxes, and streamline the process of filing returns and remittances. Our team of professionals brings their sales & use tax expertise to our clients with a perspective coming from different points of view and work experiences including corporate, public accounting and state governmental agencies.
We combine this subject-matter expertise with best-of-breed technology tools that are cloud-based and feature the security, backup and digital storage capabilities that one expects in today’s information processing world.
With more than 11,000 state, county and local jurisdictions assessing sales & use tax in the United States today, our clients need our undivided attention to maneuver through the maze of complex tax laws that are continuously expanding in scope and taxability. During the past two years, most states have adopted Wayfair-like legislation and these sources of revenue are such a material portion of most state tax revenue sources, that they are getting increased attention from an audit and compliance standpoint.
AST partners with its clients so they become fully compliant with sales & use tax laws and reporting requirements. From determining nexus requirements, to guiding you through the voluntary disclosure process, to filing your state sales & use tax returns each month and providing audit defense services, we are with you every step of the process.
AST LEADERSHIP
JEFFREY STELLO
President
A Certified Public Accountant with extensive public accounting and corporate management experience, Jeff started his career with KPMG and has held leadership positions at multiple public and private companies such as SMS, GMIS, Visalign, Precimed, and Matcor. His track record of developing and executing business strategies for high-growth technology, healthcare, and B2B service organizations speaks for itself.
Jeff founded and managed IT Financial, Inc. an outsourced accounting services firm to early-stage technology and life science companies until he sold the business to a regional CPA firm. He is also the founder and Managing Partner of Charlestown Capital Partners, a transaction advisory firm that provides services to private equity firms and their portfolio companies across a diverse array of industries.
Jeff has served on the boards of private companies and the advisory board of the Bloomsburg University College of Business, as well as several charitable organizations. He holds an MBA from the Villanova School of Business and a BS in Business Administration from Bloomsburg University.
SHANE FINN
Vice President
Shane is one of the most experienced state sales and use tax (“SUT”) consultants in Pennsylvania having worked at Big 4 accounting firms and performed services to lower middle market – Fortune 500 companies in the Greater Harrisburg, Philadelphia, and Pittsburgh Areas.
He has over a decade of experience with SUT advisory, business development, compliance, consulting, and controversy services. Shane started and directed a SUT practice for a top 50 accounting firm with over 500 employees across 6 states. He has deep industry expertise within the construction, energy, healthcare, manufacturing, pharmaceutical, private equity and technology sectors.
Shane is a six-time published author regarding SUT and he frequently teaches tax related training courses both internally for the firm and externally for clients and the public. He is a member of the Pennsylvania Institute of Certified Public Accountants – State Tax Committee and the Institute for Professionals in Taxation – SUT. Shane earned a Bachelor of Science from The Pennsylvania State University at University Park.
DINA WILLIAMS
Director, Client Compliance Services
Dina is an experienced state sales and use tax professional with more than a decade of compliance, advisory, and consulting experience. She started her career with a regional top 50 BDO Alliance accounting firm in Youngstown, Ohio. There, she specialized in tax and focused much of her work on privately held businesses and their owners.
Most recently, she led the tax department for a billion-dollar food and hospitality provider and oversaw the company’s sales and use tax compliance in 40+ states and localities, amongst numerous other state and local tax obligations. Dina’s public accounting experience, coupled with her tenure in corporate management, gives her a unique perspective when advising businesses on their sales and use tax obligations.
Dina is a member of the Ohio Society of Certified Public Accountants. She earned a Master of Business Administration and Bachelor of Science from Williamson College of Business at Youngstown State University.