ProActive Personal Property Filing and Reverse Audit

We conduct on-site audits of current personal property locations, check for over-assessments, determine the availability of refunds, and then establish a corrected filing basis for more equitable returns in the future. Typical issues to address include: obsolescence, depreciation, classification, situs, duplicate assignments, utilization, intangibles, exemptions and ghost assets.

Personal Property Audit Containment

We minimize exposure at the time of an audit to either reduce the supplemental tax bill or generate a refund. We offset taxes on unreported assets by documenting over-valuation in other areas. We address many of the same issues described above under ProActive Personal Property Filing and Reverse Audit.

Property Tax Compliance Administration

We become part of your tax team, relieving your staff of the compliance burden associated with real and personal property taxes and manages all procedural and filing requirements related to your real and property taxes. This is tailored to your individual need and may include:

Analyzing property to ascertain any tax reduction opportunities
Tracking the timing for reassessments and revaluations
Reviewing the fixed asset, leased asset, inventory and construction in progress listings for
   each location for proper inclusion and/or classification
Preparing and timely filing of required renditions and statements
Reviewing resultant tax bills for accuracy and validity
Providing status reports on a periodic and timely basis
Maintaining historical files on all properties