• Review and analyze the client's property tax situation, and provide
  • them with tax savings analysis, advice, and recommendations.
  • Track local markets annually to assure that an equitable assessment is maintained.
  • Analyze personal property filings in light of state and local regulations
  • in order to establish a basis for tangible personal property taxation.
  • Complete and file personal property returns in compliance with state and local statutes.
  • Preparation of out of state property tax returns
  • Initiate the appeal process when assessments appear unfair or excessive to establish an assessment that is equitable within the taxing jurisdiction.
  • File protective appeals to prevent improper assessments.
  • Represent clients before the local county appeals board.
  • Represent clients duing county property tax audits.
  • Review property tax liability and provide expected property tax costs for budgeting purposes.
  • Review and approve for payment all tax billings from the county.
  • Review landlord property tax billings for compliance with lease terms.
  • Payment of out-of-state tax bills to accompany return which results in only one reimbursement check to DSI.
  • Co-ordinate the compliance and lessee billing on equipment leases
  • Prepare cost segregation studies on new construction projects in order to achieve the best allocation of costs for the following:
    • MACRS life categories for Federal tax recovery purposes.
    • State manufacturer's investment tax credit.
    • Local county property tax reporting.
  • Perform a physical fixed asset listing review to remove costs on assets no longer in use or on hand.