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  • 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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