We deliver state and local tax (SALT) solutions to corporations across the nation, utilizing a proven, multi-step assessment process to realize real estate and business personal property tax savings. Our clients typically experience annual tax savings, reduced costs, improved cash flow, a cleansed fixed asset record and mitigated jurisdictional issues. Our services include:
- Real Estate Assessment and Review - We will review your real estate valuations to determine if an appeal is warranted. We manage the entire process for you, from submitting the protest forms and documentation, to representing you at the hearing and ensuring the tax bill or refunds have been issued and received.
- Business Personal Property Assessments and Review - We work with you to identify and quantify areas of property tax exposure and provide a comprehensive solution designed to maximize tax savings. Our review includes often overlooked areas of risk (e.g., fixed assets) and property tax credits and incentives, including state and local incentive programs.
- Business Personal Property Compliance and Consulting - We assist with filing returns/renditions, assessment review and approval and managing the appeal process and mandatory audits. We manage tax bill processing by approving, tracking and writing checks to pay each jurisdiction’s property tax invoices. We also provide the necessary reports to ensure maintenance of property tax accruals and proper forecasting.
- Strategic Advisory - Meeting once a year isn’t enough. You need a team that makes property tax a strategic priority for you and your business. We actively identify exemption opportunities, forecast potential adjustments to tax and support your internal teams throughout the year by providing the necessary management reports.
- Due Diligence Support - You want to avoid all hurdles during a transaction. We ensure property tax doesn’t slow down your M&A integration.