SRSI-Talleyrand has a demonstrated record of excellence in the following service areas: 

 

ASSESSMENT APPEALS 

• Proactive management of all appeal opportunities and provide review and recommendation

• Prepare, file and negotiate assessment appeals

• Engage expert valuation representation where required when negotiating with assessing authorities and appearing before tribunals or courts 

 

BUSINESS PERSONAL PROPERTY TAX 

• Analyze fixed asset listing for tax savings

• Determine taxability of assets and appropriate depreciation schedules

• Prepare and submit personal property tax returns

• Prepare, file and negotiate personal property appeals 

 

DUE DILIGENCE TAX ESTIMATE 

• Forecast change in assessment likely to occur based upon potential acquisition, new construction or other physical or economic change

• Calculate and project corresponding tax liability as a result of those changes 

 

ANNUAL REAL PROPERTY BUDGET 

• Project annual assessments to calculate the corresponding tax liability

• Illustrate payments on both an accrual and cash basis based on jurisdictionally specific payment deadlines 

 

COMPLIANCE 

• Provide strategic advice on disclosure requirements

• Respond to requests for information from taxing jurisdictions 

• Prepare and file annual returns and other compliance requirements

 

LITIGATION MANAGEMENT 

• Prepare cost/benefit analysis related to pursuit of litigation

• Oversee litigation process, including participation in negotiations

• Provide context and understanding to real estate and financial components

• Work with Client and counsel in the decision-making process