Tax Compliance @ SMU

Department Contacts

Requests for Public Inspection Documents


Policies and Procedures

Sales Tax Exemption


Non-Payroll Payments

Department Contacts

We are committed to working with you to ensure a quick and efficient resolution to any University related tax concerns that you may have. Please contact one of the Tax Department staff using the links below.


Vickie Bumgardner, Director of Payroll & Tax

Phone: (214) 768-1601

Fax: (214) 768-1718


Taxable Tuition Benefits

Employee vs Independent Contractor Classification


Ioana Lacatusu, Senior Tax Accountant

Phone: (214) 768-2190

Fax: (214) 768-1718

Form 990 and 990-T
Unrelated Business Taxable Income
Sales & Use Tax
Hotel Occupancy Tax


Claudia Robles, Tax Accountant

Phone: (214) 768-2009

Fax: (214) 768-1718

W-9 Requests
Federal Excise Tax
Relocation/Moving Expense
Fringe Benefits including Auto, Social Club Dues, Gift cards, Prizes, Awards
Unclaimed Property

Please note that our office is located in Expressway Tower ("east campus").

Mailing Address: Physical Address:
Tax Compliance Tax Compliance
Southern Methodist University Southern Methodist University
P.O. Box 750261 6116 N. Central Expressway, Suite 203
Dallas, TX 75275-0261 Dallas, TX 75206

Click to view the location of Expressway Tower

Click to view SMU parking at Expressway Tower