Client Case Studies

Maximizing Property Tax Savings and Operational Efficiency for Cardinal Glass

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BACKGROUND:

Cardinal Glass, a premier manufacturer with 45 U.S.-based manufacturing locations, operates within a complex tax environment due to its decentralized approach—each location independently manages its tax payments. With recent acquisitions and an expanding property portfolio, Cardinal’s corporate office sought a reliable partner to ensure fair property tax assessments and identify and secure tax savings opportunities across all regions. “We operate with a lean team and need dependable partners who can help us secure tax savings and maintain compliance while focusing on our core operations,” said Chris Smith, Director of Finance.

CHALLENGES:

Cardinal Glass faced specific obstacles in managing its property tax and savings initiatives:

• Complex, decentralized operations: Cardinal’s numerous locations independently managed property tax obligations, creating a need for centralized oversight to secure fair assessments and identify savings opportunities.
• Resource limitations: With a lean corporate team, Cardinal required a partner who could handle regional compliance and cost-saving initiatives without demanding extensive internal resources.
• New property integration: Recent acquisitions added new properties to Cardinal’s portfolio, increasing the complexity of tax assessments and highlighting the need for specialized tax-saving strategies.

SOLUTION:

Baden Tax Management brought its expertise to Cardinal Glass with a focus on delivering tangible tax savings and enhancing compliance through a high-touch, client-centered approach:

• Integrated property tax management with a savings focus: Baden seamlessly joined forces with Cardinal’s finance department to oversee real and personal property tax assessments, identifying significant tax savings opportunities in diverse regions. Their customized approach ensured each location’s specific tax landscape was assessed for potential savings.
• Strategic, results-oriented recommendations: Baden’s team consistently prioritized Cardinal’s interests by recommending appeals only when a meaningful savings opportunity was evident. “Baden stands out because they focus on what’s best for Cardinal, not just the end result,” noted Smith.
• Proactive guidance in new regions: As Cardinal expanded into new areas, Baden leveraged its deep regional knowledge to identify local tax incentives and potential reductions, ensuring compliance and savings in alignment with Cardinal’s growth.

RESULTS:

The partnership with Baden Tax Management has delivered significant benefits for Cardinal Glass, including:

• Increased tax savings: Baden’s strategic approach to tax assessments and appeals has led to meaningful cost savings, reinforcing Cardinal’s bottom line.
• Streamlined tax compliance: Baden’s reliable management and timely communication enabled Cardinal to efficiently handle its decentralized property tax processes, reducing administrative burdens.
• Improved resource allocation: By taking on property tax compliance and focusing on savings, Baden enabled Cardinal’s lean team to prioritize strategic initiatives.
• Enhanced partnership trust: Cardinal’s corporate team views Baden not as a vendor but as a critical partner. “Baden has consistently shown they are more than a vendor; they are an extension of our team,” said Smith.

CONCLUSION:

With Baden Tax Management’s proactive, trustworthy service and focus on Cardinal’s unique needs and savings potential, Cardinal Glass has maintained effective property tax compliance while achieving considerable cost reductions across its U.S. locations. This strategic partnership allows Cardinal to focus on growth and core operations, confident that their tax obligations are managed with integrity and expertise.