CPAs are some of the most trusted advisors, with significant demands and responsibilities. However, the weight of being everything to everyone can take its toll. We can help turn spent hours into minutes and limitations into value for their clients.
We specialize in property taxes with a specific focus on Texas, collaborating closely with CPAs to ensure accuracy and maximum tax savings. Our personalized approach lightens their load, letting them focus on client service while we handle property tax optimization.
More and more small CPA practices are choosing to outsource solutions or direct their clients to preferred vendors for managing property taxes. This approach offers several benefits:
Here's why this makes sense.
We seamlessly interface with customers without any competitive threat, ensuring a harmonious working relationship between Vantage One and the CPA practice.
Our sole expertise and service is property tax management.
Expert handling of property tax compliance and appeal needs creates value for the client and frees up valuable time for the CPA.
Proprietary software powers through compliance and appeal management and also provides key reporting to help identify performance metrics, adjust accruals, and assist accounting with the tax bill payment process.
24/7 real-time access to organized tax-related documents, helping to streamline administrative functions for enhanced efficiency including:
Every aspect of the property tax process is managed with precision and expertise, ultimately resulting in tangible financial benefits and peace of mind for all parties involved.
We aim to provide cost-effective solutions, ensuring anyone referred experiences added value without imposing a financial burden on the CPA or its customers.
Outsourcing entails extra expenses for the CPA practice; however, opting for the preferred vendor service alleviates compliance liabilities, with cost and savings benefits accruing directly to the client.
We provide a performance-based fee structure with a minimal administrative fee per location. Often, the fee is offset by reduced tax expense for the client.
Deciding which customers stand to benefit the most from this opportunity or crafting a widespread announcement can be the hardest part of getting started. We can assist in introducing the new opt-in service offer. See the example below.
Click here for a Service Announcement Example
After our no-risk* & year-to-year engagement is authorized by the client, we provide a simple, four-stage service process.
Schedule a call with us. We can provide a Non-Disclosure Agreement prior to our initial call.
