Personal property tax compliance starts with developing a tax calendar with a client’s locations by jurisdiction and the personal property tax return filing deadlines. Subsequent to establishing the property tax calendar, we review all fixed assets in order to properly delineate assets into the categories which will afford the most advantageous and equitable assessments.

In a timely fashion, all personal property tax returns and renditions necessary to comply with the statutes of the individual taxing jurisdictions will be filed. Our in-house property tax software is utilized to meet constant changing deadlines and obligations of the various jurisdictions. It provides an efficient way to file returns and manage the compliance process. It allows for the management of great quantities of asset data on a global level, while enabling specific assets to be examined based on the search criteria defined.

The next step will be to analyze all personal property tax assessments to ensure validity, accuracy, and equity.

In those instances when we identify invalid, inaccurate, or excessive assessments, we shall negotiate with local assessment officials to correct and/or reduce such assessments in order to eliminate errors and inequities to maximize tax savings.

In addition to these aforementioned services, we also prepare and reconcile budgets pursuant to the client’s request. Our personnel also respond to any audit requests that arise and work closely with Audit Company staff until complete.