Personal property tax compliance rewards attention to detail that few firms can afford at staff rates: assets classified into the right life category, ghost assets removed, exemptions claimed, and every county's rendition filed on that county's form by that county's date. Done well, it is also one of the easiest places to save a client money, because over-reported assets are taxed year after year.
We take the client's fixed asset ledger, classify it, file the renditions, and track the resulting bills so nothing is paid late or paid twice.
What we handle
Rendition and return preparationAnnual business personal property returns and renditions in all states and localities that tax tangible personal property.
Fixed asset classificationMapping the client's asset ledger to each jurisdiction's classification and depreciation schedules, including identification of ghost and fully disposed assets.
Exemptions and abatementsFreeport and inventory exemptions, pollution control, manufacturing, and small-account exemptions, applied where the client qualifies.
Assessment reviewComparison of assessed values to filed returns, with recommended appeals where assessments are out of line.
Appeal supportPreparation of informal review and formal appeal packages for your firm to present, with valuation support.
Bill tracking and payment calendarA jurisdiction-by-jurisdiction record of bills received, due dates, and payments so your client is never paying penalties on a bill that went to an old address.
Leased equipmentCoordination of lessor and lessee reporting so equipment is reported once and by the right party.
Multi-location clientsConsolidated reporting for clients with equipment across many sites and states.
The first year with a new client typically includes a full ledger scrub. Removing disposed and duplicated assets from the rendition is frequently the single largest savings we deliver.
Why firms use us for this
- Flat per-jurisdiction pricing, so multi-location clients are predictable to quote.
- Deadline tracking across every jurisdiction, with confirmation of receipt.
- Assessment notices reviewed as they arrive, not after the appeal window has closed.