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Tax Filing & Turn-Key Solutions for Tax Reduction

  • Initial Review
    • Reconcile previously filed renditions to the fixed asset data
    • Gain complete understanding of current filing methodologies and classifications
    • Utilize a coding system to manage asset classifications, changes and savings calculations
    • Develop compliance filing calendar
  • Detailed Analysis

    • Identify potential areas for savings
    • Plan and organize the site visit to ensure efficiency of on-site client personnel
    • Discussions with plant personnel to gain better understanding of the manufacturing process
    • Review details of specific assets
    • Review capitalization documents, policies and procedures
  • Recommendation

    • Present and discuss tax reduction opportunities
    • Review tax impact and filing considerations
  • Implementation

    • Process and file returns, including inventory and abatements
    • Review assessment notices, and appeal if necessary
    • Approve and process tax bills and payments
    • Audit support and representation
  • Ongoing Support

    • Audit and appeal support
    • Provide tax estimates, budget and accrual reports
    • Additional reporting as necessary

 

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Need Help?

We’re here to assist you – our team designs customized solutions for each client specifically. We appreciate the fact that every case is unique, and our approach and process is fashioned to be flexible in order to meet the needs of everyone we work with.