Administrative & Compliance

  • Managing and responding to all assessor-generated communications, as necessary
  • Preparation and filing of all required real estate returns, renditions, and appeals  
  • Business personal property rendition filing, appeals, and value negotiations 
  • Assessor records maintenance 
  • Consistent and continued client communication 
  • 24/7 consultant access

Valuation & Appeal Services

  • Valuation Analysis
    • market value
    • equal and uniform
  • Appeal case preparation and presentation at administrative levels 
  • Client interviews and data collection 
  • Property inspections
  • Litigation support
    • work product
    • advisement and recommendation
    • research
    • attend mediation and other settlement negotiations, at attorney’s request

Management Support

  • Single source contact for all engagement services
  • Budget and forecasting support – tax projections and reforecasting 
  • Pre-acquisition or pre-development due diligence support regarding property taxation
  • Specialized reports 
  • Extensive and comprehensive reporting and documentation 
  • Legislative updates
  • Comparable property analysis
  • Strategic property tax planning and advising