More frequent revaluations result in higher taxes. ProActive Revaluation Advocacy We work directly with the assessor/revaluation firm to save taxes. Works in advance of a revaluation
notice to maximize tax savings without an appeal.

                                  CASE STUDY…
Most new construction is enrolled at a value close to cost but higher than market. ProActive New Construction Advocacy We endeavor to enroll new construction at a substantial discount to construction costs. Works in advance of an initial tax enrollment to maximize tax savings without an appeal.

                                  CASE STUDY…
You are faced with roadblocks on an appeal.

Property Tax Appeal
Managment
We continue to work with the assessor and the appeal body to resolve appeals at the best opportunity. Works to increase chances of a successsful appeal by bringing us in as the experts.

                                  CASE STUDY…
You aren't sure if your real estate taxes could be significantly lower. Real Property
Assessment Review
We analyze existing locations to determine tax savings opportunities. Works to prevent over-assessments, while maximizing tax savings.


                                   CASE STUDY…
Tax escalators in some jurisdictions increase rates 3-4% annually. Assessment Index / Escalator Challenges We minimize escalators by documenting why your property's value didn't change. Works to reduce annual tax increases that can otherwise accumulate over time.


                                   CASE STUDY…
You aren't sure what abatements are available and how to apply. Tax Abatement
Implementation
We evaluate opportunities
to determine the best abatement for your situation and assist you in filing applications.
Works to get a combination of the lowest assessment with the best abatement.


                                   CASE STUDY…
You are unsure if your personal property taxes are too high. ProActive Personal Property Filing & Reverse Audit We audit existing personal property locations for over-assessments and refunds. Works to analyze existing locations and determine over-assessments in order to maximize tax savings.


                                   CASE STUDY…
A higher tax bill results from a personal property audit. Personal Property Audit Containment We minimize exposure at the time of an audit to reduce supplemental tax bill or generate a refund. Works to minimize tax exposure at the time of an audit, thereby maximizing tax savings.


                                   CASE STUDY…
Internal property tax staff are needed on other assignments. Property Tax Compliance
Administration


We become part of your tax team and relieve your staff of the property tax compliance burden. Works to relieve tax staff of compliance burden, while using experts to identify tax saving opportunities.

                                   CASE STUDY…
A change in cost basis due to a merger or acquisition triggers a tax increase. Merger & Acquisition
Step-Up & Step-down


We help the assessor distinguish between property tax value and your federal tax basis. Works to distinguish between tax value and federal tax basis to maximize tax savings.

                                   CASE STUDY…
You lack time for special projects like documenting ghost assets and pollution control. Special Project
Documentation


We help you handle important technical projects for saving property tax on a timely basis. Works to take on special projects to document further tax savings.

   
                                   CASE STUDY…