Assessment Management

Not happy when one of your assessments or tax bills is higher than expected?  Neither are we and we’ll prove it by fighting it back to the level you expected – and maybe even further. Same goes for your real estate values. Advantax approaches each year with a fresh look to see exactly what’s happening in your market.  Don’t be lulled to sleep by an assessor keeping a value flat from last year – just because your value didn’t increase does not make it right. We never settle for the status quo.

Things to consider:

• Do all members of your team have a clear understanding of the concept of market value and how it’s calculated?
• Do you actively track and compare jurisdictions’ values and assessment notices with anticipated values?
• Has your department identified critical valuation thresholds?
• Do they engage in appeals when assessed values exceed those thresholds?

Contact us now to see how we can help with your Assessment Management.

South Carolina

Washington, DC

Wyoming

West Virginia

Wisconsin

Washington

Vermont

Virginia

Utah

Texas

Tennessee

South Dakota

Rhode Island

Pennsylvania

Oregon

Oklahoma

Ohio

New York

Nevada

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New Jersey

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Nebraska

North Dakota

North Carolina

Montana

Missouri

Minnesota

Michigan

Maine

Maryland

Massachusetts

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Indiana

Illinois

Idaho

Iowa

Hawaii

Florida

Georgia

Delaware

Connecticut

Colorado

California

Arizona

Arkansas

Alabama

Mississippi

Alaska

Analysis and Planning

Tax estimates and accruals a pain? We have you covered here as well.  Don’t end up with a major increase in your accrual in the 4thquarter this year – let Advantax get it right from the beginning. Trust us, this will save you a lot of headaches.

Some things to consider:

• Are you consistently providing management with easy to understand, insightful property tax reports?
• Does your team know the:
  • Total Property Tax Liability
  • Distributed by Type (Real vs. Personal)
  • State
  • Division
  • Department
  • Cost Center
• Is this information effectively reported internally?
• Does your team consistently provide accurate estimates for accruals and clearly articulate when the liability is incurred?
• Are you always looking to pursue savings?

Contact us today and we will show you how we can help you with your analysis and planning.

Payment Processing

We provide a range of services that can help with your Payment Processing.

Things to consider on Payment Processing:

• Do you anticipate receipt of every tax bill?
  • Do you know how many tax bills to expect?
  • Do you know when they will arrive?
• Does your team consistently tie every tax bill to the assessed value?
• Do you understand when penalties accrue and manage discounts appropriately?

Contact us to get more information on how we can help you with your Payment Processing.

Industries We Currently Serve: Banking and Finance, Industrial/Chemical, Food & Beverage, Healthcare, Hospitality, Manufacturing, Leasing, Medical, Retail, Transportation

Compliance Processing

All of your information is available to you 24/7 via Access Advantax, our extremely user-friendly customer portal.  Want to check it out?  We’ll set you up an account so you can see for yourself.

Our services include:

• Does your team maintain a complete PropTax® Calendar?
• Do they use it to effectively plan upcoming deadlines?
• Do you consistently make proactive adjustments for assets that are:
  • Non-Value Added
  • Non-taxable
  • Exempt or Obsolete
  • Obsolete Inventory and Supplies
• Does your team utilize all applicable depreciation tables to ensure you are getting the lowest possible value?

Contact us today to see how we can help your business.

Data Preparation

Here are some things to consider when looking at your data preparation process.

• Does your team know where to obtain fixed asset information?
• Do you understand how these records are maintained?
• Does your tax team have a thorough understanding of real estate processes?
• Do they know where to get crucial information?
• Does your team possess excellent document skills?
• Do they maintain physical and electronic documents in central areas?

Contact us today to see how we can help you.