You're focused on improving your bottom line, and that's a priority shared by your CPA. As they diligently manage your finances and other tax obligations, we specialize in minimizing your property taxes. Often, the savings we generate can help compensate for costs associated with other financial services. Moreover, you'll retain 75% of any tax savings we achieve for you.
Along with complying with state regulations we also aim to lower your tax liabilities. We achieve this by leveraging existing laws, incentives, and our proprietary methods for valuing assets, inventory, and commercial real estate.
Our approach includes a thorough analysis of equity, sales figures, economic indicators, and market trends, taking into account the distinctive aspects of your business to accurately assess the value of your property. We handle all compliance filings, assess CAD (Central Appraisal District) benchmarks, and, when necessary, initiate appeals to ensure you pay only what you rightfully owe.
Our process begins with an initial call to learn about your business and address any questions you may have. Once we receive your go-ahead, we will coordinate with your CPA to collect all the essential information, including details about your locations, asset and inventory specifics, and other relevant property information.
We then set up and review the gathered data, reaching out to you if we have any additional questions. Following this, we start the valuation process, which leads to the filing of renditions, the collection of assessment notices, and the filing of appeals if necessary to ensure acceptable property values.
Once tax bills have been gathered and checked for accuracy, we prepare a detailed year-end tax savings report for each location.
This comprehensive report provides transparent insights into the savings achieved, offering clarity and accountability to both you and your CPA. Every aspect of the property tax process is managed with precision, ultimately resulting in tangible financial benefits and peace of mind for all parties involved.
Vantage One provides a performance-based fee structure with a minimal administrative fee per location. Therefore, most fees come directly from the property taxes you would have paid before any savings.
In-Texas Locations: 25% of Savings plus $50 per Rendition.
Out-of-Texas Locations: 25% of Savings and variable price per Rendition depending on the state.
Special pricing may be available based on volume.
