About — Advantax

Property tax, refined—

by three decades of expertise.

Founded in 1993 on a simple premise: high-quality, accurate work delivered as your Office Next Door. Every promise we make today, we made then.

Since 1994

Built on a vision. Sustained by promises.

Every day we live out the vision we began in 1994 — high-quality, accurate work, and an innovative and fresh approach to solving our customers’ property tax challenges, delivered with an unrivaled level of customer service.

As a result, our commitment to our customers often sets us apart from our competition. It’s why so many of our customers consider us their personal tax experts—their Office Next Door.

30+
Three Decades

30+ years of property tax expertise, delivered as the Office Next Door.

01 · How We Work

Five commitments. Lived, not posted.

These aren’t just words. They’re the promises we make today, and every day, to every customer who walks through the door.

01

We listen carefully.

02

We focus only on what you need.

03

We do what we say.

04

We are diligent, focused, responsive, accurate.

05

We are stewards of our community, giving back to those less fortunate.

02 · Our Values

Five promises. Backed by mutual respect and trust.

Property tax consulting and compliance should be based on mutual values, respect, and trust. These five promises ensure quality, timeliness, and professional results every time.

Promise 01

We will ensure our solutions align with your vision.

Promise 02

We won't sell you something you don't need.

Promise 03

We will do what we say, when we say we'll do it.

Promise 04

We value your trust and will work hard to keep it.

Promise 05

We will use our influence to positively impact our industry, community, and world.

03 • Why We Exist

Purpose and commitment.

Our Purpose

Unrivaled property tax services that profoundly impact success.

To provide unrivaled property tax services that profoundly impact our customers’ success—while enhancing opportunities for our employees.

Our Commitment

Our employees ARE our commitment.

We strive to achieve a culture of diversity, equality, inclusion, and meaningful impact in the communities we serve. Each employee’s unique background, experience, and perspective is the key to our success—and we’re committed to ensuring everyone has the opportunity to reach their full potential.

4 • A Message From our CEO
M. Andrew King
President & CEO

We have a threefold commitment: to our clients, to our team, and to our community.

01 · To Our Clients

We commit to provide professional, well-executed services that are cost-effective, timely, and—most importantly—best in class. Every engagement, every cycle, every time.

02 · To Our Team

By helping our team achieve their goals, our organization flourishes. We foster a culture of diversity, equality, inclusion, and opportunity—because each unique perspective is part of what makes Advantax what it is.

03 · To Our Community

We commit to help those in need, both locally and globally. Part of that commitment is pledging a minimum of 10% of our profits each year—increasing our impact in the communities we serve as we grow.

The Bottom Line

Property tax handled the way it should be.

Whether you’re modernizing existing process, outsourcing compliance, recouping past payments, or filing an appeal—we’d like to be your Office Next Door.

05 • Our Team

The people who make it work.

Senior leaders with deep expertise — and a wider team of consultants, analysts, accountants, and payment specialists who handle the work end to end. Peer-to-peer accountability, transparency, and a commitment to excellence drive our culture and our clients’ results.

Our navigators

Leadership

The ten people guiding the work — and the culture.

Charles Sanders

Vice President, Chief Operating Officer

Michael King

Vice President, Chief Financial Officer

Michael Marshall

Director of Business Development

Tim Ferraro

Director, Property Tax Compliance

Kirsten Bauers

Sr. Manager, Personal Property

Tom McHale

Sr. Manager, Personal Property

Maria Mahad

Director, Property Tax Payment

Dayna Ragano

Sr. Manager, Property Tax Payment

Natalie Tuck

Director of Human Resources
the engine

Business Services

Business development, accounting, and systems — the people keeping the engine running.

Gary Michals

Enterprise Business Development Lead

Garrett Bragg

Business Development Representative

Saul Gomez

Business Development Representative

Layne Johnson

Business Development Representative

Jill Lally

Business Development Representative

Angel Suvanto

Business Development Representative

Adam Turner

Business Development Representative

Soraya Romero

Staff Accountant

Michael Poltorak

Systems Administrator
technical work

Property Tax Compliance

The consultants and analysts handling compliance, appeals, and the deep technical work day in and day out.

Andrew Shambaugh

Manager, Real Property

Ryan Balentyne

Sr. Tax Consultant

Nolan McCarney

Sr. Tax Consultant

Manisha Shah

Sr. Tax Consultant

Asma Qazi

Tax Consultant

Michaela Yngve

Tax Consultant

Amina Hussaini

Sr. Tax Analyst

Damian Lis

Sr. Tax Analyst

Giovanni Martinez

Sr. Tax Analyst

Jesse Martinez

Sr. Tax Analyst

Basant Mohamed

Sr. Tax Analyst

Cara Stephenson

Sr. Tax Analyst

Joseph Villa

Sr. Tax Analyst

Madison Worts

Sr. Tax Analyst

Isabel DeCicco

Tax Analyst

Brandon Diep

Tax Analyst

Julissa Lugo

Tax Analyst
Our audit shield

Payment Services

The specialists making sure every bill is anticipated, matched, and paid — accurately and on time.

Stephanie Alletag

Tax Payment Supervisor

Kelly Covington

Tax Payment Supervisor

Stephen Cyrwus

Sr. AP Reporting Analyst

Jessica Franco-Potenza

Sr. Tax Payment Specialist

Juana Lopez

Sr. Tax Payment Specialist

Cassandra Velazquez

Sr. Tax Payment Specialist

Michelle Bardo

Tax Payment Specialist

Kim Bowarchuk

Tax Payment Specialist

Karissa Childs

Tax Payment Specialist

Diana DePaola

Tax Payment Specialist

Julia Goss

Tax Payment Specialist

Christian Jennings

Tax Payment Specialist

Aerion Johnson

Tax Payment Specialist

Maria Robles

Tax Payment Specialist

Elsa Ruiz

Tax Payment Specialist

Daniela Toledo

Tax Payment Specialist

Kristen Ullmer

Tax Payment Specialist

Cesar Valdez

Tax Payment Specialist

Alexandra VanDerAa

Tax Payment Specialist

Bethany Wahl

Tax Payment Specialist

Hugo Olvera

Mailroom Coordinator

Nathan Thedens

Mailroom Coordinator