Property Tax Management

We insist that our group includes only the best in the real and personal property tax industry. We only hire and retain professionals with a minimum of ten years of property tax experience and “Big Four” credentials. This policy ensures that no “rookies” will be learning on your project or engagement, because we simply don’t hire any. Our property tax group employs only senior level or higher professionals and supporting administrative staff.

We are based in Tampa, Florida and currently manage a national portfolio of over $5 Billion in real and personal property assets for our clients. Since property taxes are typically one of the largest line items on any budget, it is critical to have the proper representation in the real and tangible personal property (“TPP”) tax arena.

Tangible Property Tax Consulting

This process involves tax minimization of your tangible personal property. Taxes are assessed on the values assigned to tangible assets including furniture & fixtures, inventory (some states), computers, machinery and equipment and many other types of assets. The tax (millage) rates for tangible taxes are typically just as high as they are on real property and can be a significant expense. We work to minimize these values and taxes by ensuring proper reporting of assets and using industry specific appraisal and valuation techniques. Our process of “asset scrubbing” can result in savings due to “ghost assets”, depreciation issues, reclassification of assets, over reporting of assets and the reporting of non-renderable assets.

Our Property Tax Team will:

• Perform an in-depth analysis of every property in your portfolio as the engagement commences to establish target values and identify opportunities for reduced assessments



• Maintain an interactive and collaborative relationship throughout the entire ad valorem assessment process. This is vitally important for effective representation and successful negotiations with the various assessing authorities
  

• Prepare and timely file petitions with the appeal boards
  
  
• Negotiate with the assessing authorities either on an informal basis or through formal board hearings
  
  
• Prepare tax estimates and forecasts for budget purposes
  
  
• Review assessment notices and tax statements and take the appropriate actions to correct any errors discovered
  
  
• Prepare and track refund claims
  
  
• Explore every possible avenue for reduction or exemption – especially involving expansion into new jurisdictions by internal growth or acquisition