877.445.2058 x.202


 

 

 

 

Our Staff

Trucking, Technology and Taxes … nobody does it better

In an industry as regulated as trucking, competent tax help can be hard to find. You need professionals who understand exactly where you’re coming from, where you’re headed… and the most efficient way to get there.

OTS founders and principals have managed the tax departments of some of the world’s largest trucking companies, and boast a combined 125 years of transportation industry experience. We have the technical know-how to work with ANY back office system, the tax expertise to help you navigate the most complex regulatory scheme, and the trucking industry experience to speak your language, right from the start.


Al Uritis
CEO and Co-founder

Prior to co-founding OTS in 1990 with Chan Merrell, Al managed the tax department for Ryder Systems in Miami for fifteen years. In that capacity, he was directly responsible for the compliance, audit negotiation, systems design and planning functions. His expertise also includes the myriad of regulatory and legalization issues affecting motor carriers, private carriers and leasing companies throughout the U.S. and Canada. Al has worked closely with several states toward the structuring of their tax law affecting transportation and interstate commerce, and has extensive experience in litigation addressing these same areas.
Al holds a BA and BS from Kutztown State University.


Chan Merrell
President and Co-founder

Chan co-founded in 1990 with Al Uritis. Prior to that he was manager of tax audits and procedures at Ryder Systems in Miami from 1979-1989.
Chan holds a BS in Business Administration from Auburn University, and Bachelor of Accounting from the University of Alabama in Birmingham, and a Masters in Taxation from Florida International University.


Jim Sheets
CIO and General Manager

Jim is responsible for managing all aspects of OTS’ technology infrastructure. He joined OTS in 2001 and has been involved in the planning, design, and implementation of all hardware and software development.
Jim holds a BS in Business Administration with concentration in Information Technology from Kent State University.


Chuck Farone
Director of Tax

Chuck’s department handles OTS’ E-Tax service which includes the accumulation of client data, data processing, and the audit/review of data in preparation for IFTA and Weight Distance tax return filing. Chuck also handles the initial setup and review of new client accounts and the transition of those accounts to their dedicated tax analysts. Chuck joined OTS in 2002 as an intern.
He holds a BS in Accountancy from the University of Akron.


Eric Shriver
Director of Tax and Licensing

Eric joined OTS in 1999 and has served in various capacities including inside and outside sales, director of client services and as a tax accountant for OTS’ paper based clients. He also oversees OTS’ licensing and permitting, property tax, and reefer refund claims department.
Eric holds a Bachelors of Science in Business and Organizational Communications with a Minor in Sales and Marketing from the University of Akron.


Will Burnett
Director of Driver Services

Will’s department handles OTS’ log auditing service, which checks driver’s logs for accuracy. Will joined OTS in 2002.
He has a BS in Marketing Management from the University of Akron.


Joe Gilchrist
Lead Developer

Joe started as an intern at OTS in 2004 before joining the staff full time in 2006. He is responsible for developing and maintaining all new software here at OTS.
Joe holds a BS in Computer Science from John Carroll University.


Melody Wood
National Director of Business Development

Melody joined OTS in 2007 after being in the Trucking Industry since 1990. Melody began as a Chief Accountant for Turner Trucking in Spartanburg, SC. After leaving Turner, she was a trainer for a TMS software company (MTI), then began her career in TMS sales in 2001. Melody was the VP of Sales and Marketing at MTI, then in 2005 went to work in sales at Maddocks/TMW. Melody has now come back to her roots on the accounting side of trucking and is currently National Director of Business Development for OTS.
Melody holds a BA in Mathematics from East Carolina University with a minor in Psychology.


Our Services

Fuel Tax: Paper based and Paperless
OTS offers full service solutions to your IFTA/Mileage tax reporting. Reconciliation of mileages to odometers readings, trip-based OOR (out of route) reports and maps, filing requirements for your IRP, FHVUT/Form 2290, and more. More »

Tax Recovery / Refund Service
OTS focuses on determining potential tax exposures and available credits/refunds to make sure you pay the correct and legal minimum amount of tax owed. More »

HOS Driver Log Auditing
Evaluate your driver effectiveness and increase HOS compliance while reducing penalties for safety violations and improper reporting. More »

Licensing / Permitting
Tired of the license/permit hassle? Give OTS a call and we’ll take it from there. IRP supplements and renewals, over-dimensional permits, over-weight permits, weight group changes, and more. More »

Consulting
OTS provides custom-tailored consulting services to help you with any aspect of Recovery, Compliance, Tax Planning, and Audit. More »

Form 2290 Tax Renewal
Pay the tax due on highway motor vehicles used during the period with a taxable gross vehicle weight of 55,000 lbs or more.
More »

Informatics Division
Turn raw data into usable information by leveraging OTS’ reporting expertise and technology development experience through the use of our powerful online tools: