Valuation and consulting for financial reporting, federal, state and local tax, investment and risk management purposes.Valuation Advisory
Keela Ross is a director in the Addison, Texas office of Duff & Phelps and is part of the Tax Services practice with specific oversight and responsibility for managing the Unclaimed Property and Tax Risk Advisory practices. She has over 12 years of tax compliance, Unclaimed Property Reporting, Unclaimed Property Compliance, Unclaimed Property Asset Recovery and advisory services experience.
Throughout her career, Keela has supported a series of client service teams in the management of both unclaimed property and other transaction tax audits and voluntary disclosure submissions. She has extensive experience with a number of different accounting and ERP reporting systems to gather, document and organize large volumes of information in support of a client’s position. She is intimately familiar with a number of unclaimed property and sales tax software packages, and routinely conducts in-house audit and compliance training in the areas of unclaimed property, property tax and sales and use tax. She has a broad range of experience integrating client information and data systems and is a subject matter expert with key responsibility managing the Duff & Phelps web portal.
This portal is used to streamline the various components of data gathering and reporting responsibilities for our clients. She was among the chief architects of this proprietary data base management system utilizing actual client experiences to design its functionality.
Keela has supported client personnel in the collection, review and analysis of information, and currently manages a team of professionals to gather and review information to support tax audits, voluntary disclosures and compliance matters. She also has directly participated in several negotiations with auditors and state representatives. She serves clients in a number of industries including industrial manufacturing, consumer products, media, retail, information services and financial services.
Keela began her career in personal property compliance and real estate valuation managing large volumes of data and developing customized client specific solutions and quickly expanded her expertise to include the areas of unclaimed property compliance and sales and use tax consulting.
Keela received her M.B.A. from Texas Woman’s University and is a licensed Property Tax Consultant in the State of Texas. Keela is a member of the Institute for Professionals in Taxation (IPT), Association for Computers & Taxation (ACT) and the Unclaimed Property Professionals Organization (UPPO).
Keela regularly contributes content to Duff & Phelps' Unclaimed Property Reporting blog.
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