Property Tax Consultant with 35 years specializing in Oil & Gas Trust Properties, mineral interests, industrial and personal property.
DIVERSIFIED ~ SUCCESSFUL ~ KNOWLEDGEABLE ~ SPECIALIZED ~ PROFESSIONAL ~ ATTENTION TO DETAIL ~ INNOVATIVE ~ RESPECTED ~ ETHICAL ~ DILIGENT
Tyler College AA Business
Senior Property Tax Consultant specializing in oil and gas properties, energy companies, and personal property.
Umpqua College AAS Accounting
Property Tax Consultant specializing in Commercial Real and Personal Property
Examples of the income-producing properties we handle are warehouses, commercial office properties, small business owners and subdivisions under various stages of development. Our staff reviews these properties utilizing three approaches to value. The income for the property is evaluated on the basis of investment return and associated risks. We develop income approaches based on each property's particular characteristics. The cost approach is to determine a replacement value of the property to compare it with like properties
These properties require a detailed analysis to compare with assessing authority records. We review their appraisals to determine if all specifications regarding the property are correct. If the assessing authorities have used a market approach to estimate the value of the property, we ensure that the comparable properties are similar to the subject property.
Trust properties require specific attention due to the nature of the trust arrangements. Financial institutions are usually required to meet all compliance requirements as well as specific tax payment requirements. As consultants to various trust departments, we pay particular attention to these properties to ensure that our clients meet all their trust agreement requirements.