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Property tax services

Comprehensive Property Tax handles the full property tax lifecycle: reviewing and appealing real property assessments, preparing and filing business personal property returns in every state that levies the tax, recovering overpayments on returns already filed, and securing the exemptions and abatements that reduce the base before the bill is ever calculated.

Real Estate Assessment Review & Appeal

Annual review of every assessment you carry, and appeals pursued wherever the assessor’s value exceeds fair market value.

  • Annual assessment review
  • Fair market value analysis
  • Obsolescence studies
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Business Personal Property Tax Compliance

Preparation and filing of personal property returns in every state that levies the tax, with the deadline calendar managed for you.

  • Multi-state return preparation and filing
  • Asset classification by state taxability rules
  • Exemption and freeport filings
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Business Personal Property Tax Consulting & Audit Defense

A review of returns already filed to recover overpayments, plus representation when an assessor or contract auditor comes calling.

  • Filed-return review and exposure analysis
  • Ghost and disposed asset identification
  • Asset classification review by state
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Fixed Asset Tagging & Reconciliation

Physical verification and tagging of your assets, reconciled back to the register — the fix for a fixed asset listing nobody trusts.

  • Fixed asset register analysis
  • Barcode and RFID tagging
  • Floor-to-book reconciliation
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Pollution Control Certification / Exemption

Identification, certification, and exemption of assets acquired to control pollution — from property tax and, in most states, sales and use tax.

  • Eligible asset identification
  • Dual-purpose cost allocation
  • State certification applications
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Abatements & Incentives

Securing the abatements and incentives available for new construction, expansion, and new equipment — before the commitment is made.

  • Incentive opportunity analysis
  • Pre-construction application filing
  • Local unit and state negotiation
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Where each service fits

Most engagements start in one place and expand. A compliance client discovers ghost assets and adds a fixed asset inventory. An appeal client finds uncertified pollution control equipment. The services below are separable, but they are built to work as one program.

How each property tax service applies to real and personal property
ServiceApplies toTypical trigger
Assessment review & appealReal propertyAnnual assessment notice, acquisition, vacancy or income change
Personal property compliancePersonal propertyAnnual filing season, entering a new state, staff turnover
Consulting & audit defensePersonal propertyAudit notice, suspicion of over-reporting, first review in years
Fixed asset taggingPersonal propertyRegister nobody trusts, acquisition, ERP conversion, audit finding
Pollution control exemptionBothCapital project with environmental equipment, plant acquisition
Abatements & incentivesBothNew construction, expansion, or equipment purchase — before it starts

Find out what your assessment should be.

Send us your parcel numbers or your most recent personal property statements. We will tell you whether there is a case worth pursuing — before you owe us anything.