FAQ

Frequently asked questions.

Common questions about Advantax’s property tax services, organized by category.

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01 · Pricing & Cost

Clean, transparent, predictable.

No surprise invoices, no hidden fees. Here’s how engagements are priced.

Part of the success and growth of Advantax has been hinged on our clean and simple pricing model. Advantax’s compliance services are provided as a flat annual fee, reliant on a few variables that drive a majority of our proposed cost: total number of returns, how the returns break down by state, complexity of a standard return, and total number of tax bills to be paid.

None. The annual fee will cover just about everything you and your department will need every year. If you need us to do additional out-of-scope work—sitting in on your annual HR training, running to Starbucks for your morning coffee—then we can discuss a separate fee structure.

None. If Advantax intends to commence a project that would result in a fee if successful, we’ll work with your team in advance to make sure everyone is in agreement with proceeding.

02 · Process & Implementation

How we engage, transition, and operate.

What to expect from kickoff through ongoing cycles.

Not much, at all. You want to outsource, and your time is valuable—so we take care of the heavy lifting. The most that will be asked of you is 30 minutes for an implementation call, then a data pull from your existing files. Advantax takes care of the rest, with a handful of back-and-forth follow-up questions while we complete the setup.

Knowledge transfer from vendor to vendor is handled during our implementation process, and that process typically takes between 4–6 weeks—not contiguously, but rather throughout that time frame. While we always prefer to have the 4–6-week cushion for implementation, we can be flexible in working with what you and your company have available.

Advantax will sort, order, scan, and enter all tax bills as received into PTMS. Missing tax bill reports (Taxes Due, Not Paid) are run weekly to ensure 100% population of tax bills prior to any expected deadlines. These reports indicate where the team will work to research and fully populate the database. All tax bills are entered into PTMS and uploaded to our portal for easy access 24/7.

03 · Technology & Audit Support

The tooling and protection behind the work.

What you’re getting beyond the headcount—software, controls, and audit defense.

Advantax utilizes CSC PTMS®. This software supports the entire property tax life cycle, automating return filing, assessment validation, tax payments, forecasting, accruals, and document management.

Advantax leverages systems both inside and outside of PTMS across all clients to ensure adherence to the property return and payment calendar. In the event of a penalty that was created based on Advantax’s error, there is limited liability language in our agreement to ensure we provide maximum peace of mind to our outsource clients.

Yes. Initial Audit Response, as well as all back-and-forth with the various assessing offices, is included with our annual service fee. Support beyond issuance of a result (including inspections, appeals, etc.) can be completed under the consulting structure of our agreement.

Still Have Questions?

Send your question. We answer every one.

Most questions get a response within one business day. For complex multi-jurisdiction questions we’ll route you to a specialist who’s seen exactly your situation before.

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