Episode 60

full
Published on:

12th Feb 2023

A Conversation with Alex Oxford, CEO, and Growth Lead at TaxValet: Part 1

In this episode of the SALTovation podcast, Meredith Smith and Judy Vorndran speak with Alex Oxford, Founder of TaxValet, a company focused on providing innovative tax solutions and helping clients navigate the complexities of the tax system with comprehensive solutions that are tailored to their individual needs. Alex discusses common emotional reactions clients have, like stress, anxiety, and overwhelm, when walking through sales tax problems and why it is important to create positive experiences for them. He also talks about TaxValet's core purpose: to transform negative emotions into something positive for its clients, partners, and employees.

 

Topics discussed in this episode:

  • TaxValet's core purpose and approach to sales tax
  • Building a client experience tailored to their individual needs
  • Creating psychological safety in the workplace and in client relationships

 

What You Will Learn:

  • [02:07]  Exploring the need for professional services in the SMB Market
  • [06:26]  Streamlining tax solutions for E-commerce and software businesses
  • [15:40] Creating a culture of safety and transparency in the workplace

Quotables:

  • “Our purpose as a company is to transform negative emotions into something positive for our clients, our partners, and our employees. We are looking at sales tax not just being about the numbers, but understanding our clients are stressed out and overwhelmed and that is the problem we are solving.” - Alex Oxford [04:37]
  • “We know that as a company if we are there to support you as an employee you will be there to support the business later on. Focusing on trust and creating psychological safety so that people feel safe to talk about things and will challenge each other.” - Alex Oxford [16:32]
  • “I’m a big believer in honesty, transparency and taking care of the people that work with you and are a part of your family.” - Judy Vorndran [17:20]
  • “As leaders we owe it to our team to be the best leaders we can be, to show up as servant leaders and help them grow, develop, and realize what they are fully capable of.” - Alex Oxford [17:26]


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TaxOps Website: https://taxops.com/contact/


Production Support

This episode was produced with support from Truth Work Media. www.truthworkmedia.com

Mentioned in this episode:

SALT Contact

Advanced Sales and Use Tax Workshop

Take your sales tax to the next level at Advanced Sales and Use Tax Workshop, February 19-21 in Nashville. Diane Yetter and the Sales Tax Institute’s industry-leading faculty provide individualized training, valuable resources, and practical solutions. Expand your network and earn 23 CPE credits. Visit the link in the show notes and use the code SALTOV10 for 10% off. Save your spot now!" https://keap.page/xp141/saltovation-podcast.htm

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About the Podcast

SALTovation: Making Sense of State and Local Tax
Welcome to SALTovation. The SALTovation show is a podcast series featuring the leading voices in state and local tax (SALT). Here we talk about issues, strategies, and planning tools to help you make sense of SALT. Because, in SALT, there is no “one and done.” SALT is a puzzle of ever-changing pieces. Solving that puzzle is our business at SALTovation. Tens of thousands of listeners know they won't get tax talk as usual with the SALTovation team. Our team is known for straight-talk with a flair for fun, providing clarity and opinions that move businesses forward with confidence.

Attorney, CPA, speaker, and writer Judy Vorndran leads the SALTovation team as they go inside business to help deal with the daily operations and long-term strategies of making SALT less “taxing.” Judy has spent more than 25 years advocating for businesses with innovative strategies, renowned knowledge and experience. She has helped guide thousands of taxpayers across the nation and globally through the morass of SALT, freeing them to concentrate on growth. Joining Judy are the wickedly smart members of the SALTovation team, who have seen, worked with and tamed some of the most prickly issues in SALT. They enjoy sharing their stories and knowledge with listeners.

Solving the SALT puzzle doesn’t happen in a vacuum; it takes a community. So, we invite leaders in business and state and local tax to share their stories, challenges and successes on this show. Drop us a line at SALTovation.com if you'd like to join the conversation and tune into our regular series at TaxOps.com.