The Brown Smith Wallace Retail Industry Services group offers a wide variety of services that help retailers manage operations more efficiently, assess and control risks and comply with audit and tax regulations.

1. If you would like
more information
on our services,
please contact:
Marty Doerr, CPA
Partner in Charge
Tax Services
314.983.1350
mdoerr@bswllc.com
Retail Industry
Advisory Services
The Brown Smith Wallace Retail Industry Services group offers a wide variety of services
that help retailers manage operations more efficiently, assess and control risks and comply
with audit and tax regulations.
Our experienced team has hands-on executive and Big Four and other consulting
experience with prominent retailers such as Build-A-Bear Workshops, Lord & Taylor, Macy’s,
The May Department Stores Company, Panera, Schnucks, Shopko and Walmart as well as a
number of smaller retailers such as EJ Shoes and Sweet Traditions. We have experience at
the local, regional, national and international levels. Our team members have presented at
national and regional conferences and are regularly published in trade publications.
• Audit
• Benefit plan audits
• CAM expense reviews
• Captive insurance companies
• Construction audit
• Cost segregation studies
• Fraud prevention & detection
• Insurance reviews
• Internal audit
• IRS matters
• IT infrastructure
• IT security & privacy
• Litigation support
• PCI compliance
• Personal property tax reviews
• Real estate advisory
• Retail LIFO
• Risk assessments
• State & local taxes
• SOX compliance
• Valuations
Scope of Services
St. Louis, MO
St. Charles, MO
Glen Carbon, IL
Toll-Free 1.888.279.2792
bswllc.com
Brown Smith Wallace LLP
Retail Team Leaders
Tax
Marty Doerr, CPA
• 30+yearsretailingindustry
• Accounting methods
• IRS matters
• Retail LIFO
• Tax benefits & risk
Tax
Rob Haggerty, CPA
• 23+ years retailing industry
• Tax controversy
• Accounting for income taxes
• Tax accounting methods
• Fixed asset matters
Insurance
Bill Goddard, CPCU, MBA
• 25+ years retailing industry
• Captives
• Insurance reviews
• Property, fiduciary liability
• Casualty, general liability, D&O
• Medicalbenefits,claimsprocessing
• Safetyprogramsandself-insurance
State and Local Taxes
Pam Huelsman
• 20+yearsretailingindustry
• Multi-state tax planning
• Experience with 50 states
• Nexus issues
• Sales & use tax
We make a Measurable Difference. We bring big firm expertise and a small firm’s high
touch service approach at reasonable fees. We use a flexible approach and have scalable
resources to support both private and public companies ranging in size from startup to
billion dollar multinational operations.