Insight Tax Advisors
We provide specialized tax services for private equity firms, family offices, and independent sponsors. Our focus is on transaction-related tax matters and portfolio company support, delivering seasoned tax experience with a practical, relationship-driven approach.
What We Do
Transaction Tax Advisory
Deal-focused tax diligence and structuring.
Portfolio Company Tax Services
Income and indirect tax compliance and audit support.
Senior-Led Tax Expertise
Specialized, audit-free tax advisory.
ABOUT OUR FIRM
Our firm is purpose-built to serve private equity firms, family offices, and independent sponsors. We focus exclusively on tax services, supporting owners through complex transactions and advising portfolio companies throughout their lifecycle. We do not provide financial audit services, which allows us to remain fully dedicated to delivering deep, specialized tax expertise where it matters most.
Our clients benefit from large accounting firm–level experience paired with a more practical, responsive approach and a reasonable fee structure. We pride ourselves on delivering senior-level insight, thoughtful guidance, and solutions grounded in real-world execution.
At the same time, we believe our firm is only as strong as the people behind it. Our team members spend a significant portion of their lives working alongside one another, and we take that responsibility seriously. We believe culture is not a buzzword; it is foundational to long-term success.
We are intentional about building a culture rooted in respect, integrity, and collaboration. We know that toxic behavior undermines growth, drives talented people away, and erodes trust. We also believe people do their best work when they genuinely enjoy and respect the people they work with. For that reason, we hire carefully and hold ourselves to high standards of professionalism and character.
We care deeply about our team. We focus on recognizing and rewarding hard work, offering high-quality healthcare benefits, and providing flexibility to support life and family responsibilities. Our professionals have the freedom to work remotely when being in the office is not necessary, access to leading technology, and a voice in shaping how we operate. We listen to our people—and we continually invest in what they need to do their best work.
We believe great work comes from great people, and we are intentional about building a culture rooted in respect, integrity, and collaboration.
Insight Tax Advisors expert Team
Ben Sparks, JD & LLM
Managing Director & Founder
Fort Worth, TX
Nathan Cahill
Managing Director
Oklahoma City, OK
Annette Gioia
Managing Director
Houston, TX
David Rohlmeier, CMI
Managing Director
Oklahoma City, OK
Steven Scarborough, CMA
Managing Director
Fort Worth, TX
Scott Brantner, CFE, CPA, ESQ.
Senior Manager
Overland Park, KS
Tyler Reiter
Senior Associate
Oklahoma City, OK
Jennifer S. Freer
Tax Consultant
Choctaw, OK
Elizabeth Barzman, CPA
Tax Manager
Austin, TX
BEN SPARKS, JD, LLM
Title: Managing Director & Founder
Location: Fort Worth, Texas
Practice: M&A Tax Services – Federal Tax
Background:
Ben Sparks has over twenty years of experience as a tax attorney and trusted tax advisor, specializing in transaction-related tax matters. His experience includes complex domestic and cross-border transactions, strategic tax planning, and tax structuring across a wide range of industries.
Ben spent more than 10 years at Big Four firms and an additional 7 years at large law firms, advising clients on inbound and outbound transactions, global tax planning, structuring, tax optimization, and overall tax advisory matters. His transaction experience ranges from deals exceeding $10 billion to lower middle-market transactions. His clients have included Fortune 50 financial institutions as well as startup investment partnerships.
Ben has led tax due diligence and structuring efforts across industries including healthcare (healthcare technology, physician-owned practices, home health, urgent care, dental, biotech, and MSO implementation), financial services, manufacturing and distribution, construction, energy, and telecommunications. He has also guided founder-owned businesses through sale processes by minimizing tax risk and potential tax costs.
Education:
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B.B.A., University of Texas at Arlington
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J.D., Fordham University School of Law
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L.L.M., New York University
Memberships & Licenses: Attorney, licensed in New York and Texas
Email: bsparks@insighttaxadvisors.com
Phone: (214) 679-0869
NATHAN CAHILL
Title: Managing Director
Location: Oklahoma City, Oklahoma
Practice: Sales and Use Tax Services
Background:
Nathan Cahill is a seasoned state and local tax professional with over twenty years of experience in sales and use tax consulting, audit defense, compliance, and tax recovery strategies. He has led sales and use tax consulting efforts and delivered strategic solutions for businesses across industries including SaaS and technology, oil and gas, manufacturing, and construction.
Nathan’s career spans Big Four firms, corporate tax departments, and specialized consulting practices. He is known for navigating complex tax environments while delivering measurable financial benefits through clear communication, responsiveness, and practical guidance.
Education:
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B.B.A. with a focus in Finance and Accounting, Southern Nazarene University
Memberships & Certifications:
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Certified Member of the Institute for Professionals in Taxation (CMI – Sales & Use Tax)
Email: ncahill@insighttaxadvisors.com
Phone: (214) 762-5895
DAVID ROHLMEIER, CMI
Title: Managing Director
Location: Oklahoma City, Oklahoma
Practice: Sales and Use Tax Services
Background:
David Rohlmeier has more than thirty years of experience in sales and use tax consulting, providing high-quality client service across complex state tax matters. His experience includes managing state tax audits, percentage-based reporting audits, sales tax refunds, nexus issues, voluntary disclosure agreements, and related compliance matters.
David has worked across a broad range of industries including oil and gas (upstream, midstream, and downstream), manufacturing, retail, construction, hospitality, services, and technology. His background includes roles at large CPA firms, consulting firms, state agencies, and corporate tax departments.
David thrives in complex tax environments and is known for delivering measurable financial benefits through strong technical expertise, business insight, and timely communication.
Education:
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B.B.A., College of Santa Fe
Memberships & Certifications:
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Institute for Professionals in Taxation (CMI – Sales & Use Tax Committee)
Email: drohlmeier@insighttaxadvisors.com
Phone: (214) 519-1424
SCOTT BRANTNER, CFE, CPA, ESQ.
Title: Senior Manager – M&A Tax Group
Location: Overland Park, Kansas
Practice: M&A Tax Services
Background:
Scott Brantner is a Senior Manager in Insight’s M&A Tax Group. His practice focuses on tax planning for acquisitions and divestitures of U.S. and non-U.S. organizations, as well as shareholder-level tax implications. He performs buy-side and sell-side tax diligence for private equity and strategic clients and advises on ownership changes and complex technical tax matters.
Prior to joining Insight, Scott spent approximately 6.5 years in the Transaction Tax group at a large international accounting firm, working on hundreds of transactions across SaaS, technology, manufacturing, life sciences, and professional services.
Earlier in his career, Scott spent six years with a Big Four firm’s Subchapter C Advisory team, advising corporate clients on tax structuring, entity rationalization, post-merger integration, worthless stock deductions, financial instruments, and ownership changes affecting tax attributes.
Before entering tax and law, Scott worked as an internal auditor at Jack in the Box Inc. and as an auditor at another Big Four firm.
Education:
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B.B.A., University of Wisconsin–Milwaukee
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M.S. in Accounting, University of Wisconsin–Milwaukee
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J.D., University of San Diego
Memberships & Certifications:
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American Institute of Certified Public Accountants
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Association of Certified Fraud Examiners
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California State Bar Association
Email: sbrantner@insighttaxadvisors.com
Phone: (262) 880-9089
ANNETTE GIOIA
Title: Managing Director
Location: Houston, Texas
Practice: Sales Tax Compliance
Background:
Annette Gioia brings 18 years of specialized experience in sales tax compliance, helping businesses confidently navigate and simplify complex multistate tax obligations. Her primary expertise includes SaaS, e-commerce, retail, and wholesale, with additional experience in oil and gas, manufacturing, telecommunications, and construction.
As a proven leader, Annette has built and managed high-performing compliance departments, developing streamlined processes and procedures that ensure accuracy, consistency, and audit readiness.
Her hands-on experience includes designing and optimizing complete sales and use tax operations, managing business registrations and multistate filings, mastering complex sales data across multiple platforms and systems, and delivering customized, proactive compliance strategies tailored to each client’s unique needs.
With a sharp eye for detail and a strong commitment to proactive problem-solving, Annette helps businesses of all sizes achieve lasting compliance success and peace of mind.
STEVEN SCARBOROUGH, CMA
Title: Managing Director
Location: Fort Worth, Texas
Practice: Sales Tax Compliance
Background:
Steven Scarborough brings more than 15 years of strategic leadership in sales and use tax compliance, helping businesses navigate complex multistate regulations and achieve lasting, enterprise-level results. His experience spans organizations of all sizes, from early-stage companies to established market leaders, with a focus on improving processes, reducing tax exposure, and embedding tax considerations into daily operations.
With broad industry experience and deeper specialization in energy, technology, manufacturing, and retail, Steven delivers solutions aligned with each client’s operational reality. As a former State and Local Tax Partner at a national firm, he led dozens of compliance improvement initiatives and earned a reputation for making sales tax compliance straightforward and effective.
Known for his clarity and calm leadership style, Steven builds trust through honest insight and practical strategies that help businesses remain compliant and prepared for what’s next.
Education:
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B.B.A., Texas Christian University
Memberships & Certifications:
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Certified Management Accountant (CMA)
Email: sscarborough@insighttaxadvisors.com
Phone: (817) 851-7839
TYLER REITER
Title: Senior Associate
Location: Oklahoma City, OK
Practice: Sales Tax Consulting
Background:
Tyler Reiter is a Senior Associate specializing in Sales Tax Consulting. He brings a strong foundation in state and local tax advisory services and works with clients to navigate complex sales and use tax matters.
Prior to joining Insight Tax Advisors, Tyler spent approximately two and a half years at BDO, where he focused on credits and incentives consulting. His experience includes helping clients identify tax-saving opportunities, navigate complex tax regulations, and develop practical strategies to support business growth and compliance.
Tyler combines his financial and leadership education with a client-focused approach, assisting organizations in addressing sales and use tax challenges while optimizing tax outcomes.
Education:
• Bachelor’s Degree in Finance
• Master of Business Administration (MBA), Concentration in Leadership
Email: treiter@insighttaxadvisors.com
Phone: (972) 832-9785
ELIZABETH BARZMAN, CPA
Title: Tax Manager
Location: Austin, TX
Practice: State & Local Tax — Sales, Use, Excise & Lodging Tax
Background:
Liz Barzman is a Tax Manager at Insight Tax Advisors, where she manages sales, use, excise, and lodging tax engagements. She brings more than six years of state and local tax experience across public accounting and industry, with deep expertise in transaction tax compliance, multistate filings, and tax technology.
Liz began her career in RSM’s State & Local Tax practice, advancing from State & Local Tax Associate to Senior Associate. She went on to lead tax functions in industry as a Tax Accountant at StubHub and a Tax Manager at Togetherwork, where she managed multistate sales and use tax compliance for high-volume, transaction-driven businesses.
She is a licensed CPA and an Avalara Certified Implementation Partner for AvaTax and Managed Returns, combining technical tax knowledge with hands-on experience automating and streamlining the compliance process.
Education:
• Master of Science in Taxation, Baruch College
• Bachelor of Business Administration in Accounting, Baruch College
Memberships & Licenses:
• Certified Public Accountant (CPA) — New York
• Avalara Certified Implementation Partner: AvaTax and Managed Returns
Email: ebarzman@insighttaxadvisors.com
Phone: (347) 542-2928
JENNIFER S. FREER
Title: Tax Consultant
Location: Choctaw, OK
Practice: Business Tax Registration
Background:
Jennifer Freer is a Tax Consultant with Insight Tax Advisors, bringing a well-rounded professional background that spans business administration, human resource development, computer science, project management, education, and instructional leadership. She has developed a strong reputation for her attention to detail, analytical approach, and ability to manage complex processes efficiently.
Prior to her work in tax consulting, Jennifer gained valuable experience in human resource development with an emphasis on training and organizational learning. This experience strengthened her communication skills, process improvement capabilities, and ability to support teams and clients effectively. Her background in computer science further enhances her technical proficiency and problem-solving abilities, while her project management experience allows her to successfully coordinate initiatives and meet critical deadlines.
In her current role, Jennifer applies this multidisciplinary expertise to deliver accurate, compliant, and client-focused tax solutions.
Education:
• Bachelor of Business Administration (B.B.A.), University of Central Oklahoma
Email: jfreer@insighttaxadvisors.com
Phone: (405) 615-8904