Tax Compliance @ SMU

Department Contacts

Requests for Public Inspection Documents

FAQ

Policies and Procedures

Sales Tax Exemption

Forms

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

vbumgard@smu.edu

Phone: (214) 768-1601

Fax: (214) 768-1718

 

Taxable Tuition Benefits

Employee vs Independent Contractor Classification

 

Ioana Lacatusu, Senior Tax Accountant

ilacatusu@smu.edu

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

claudia@smu.edu

Phone: (214) 768-2009

Fax: (214) 768-1718

W-9 Requests
1099
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