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Specialty Boutique • Relationship-Driven • Local Expertise
Experience
Senior Level Representation / Market Presence
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Senior management personally represents PTAG clientele informally and at VAB hearings, the most critical stages of the process.
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Firm partners have spent their entire professional careers within the property assessment industry, both public (former county appraisers) and private.
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PTAG represents $30B+ of Florida commercial real estate and more square footage for several asset classes than any firm in the USA... including national practices.
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PTAG is associated with property tax specific government lobbyists influencing Florida legislation.
Government / Big4 Background
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PTAG's Jeff Nelson and Tim Hart worked together and developed the foundation of their commercial property tax careers at the Palm Beach County Appraiser's Office.
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After twelve years Jeff Nelson's final position at the Palm Beach County Appraiser's office was Chief Commercial Appraiser.
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Taxing authorities throughout the entire state of Florida acknowledge PTAG partners' government experience and recognize our valuation models.
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Firm partners managed Deloitte's (who sold their national property tax practice in 2007 and through subsequent mergers/acquisitions is now owned and operated by Ryan) Florida property tax practice for 7 years prior to SOX legislation.
Proactive Efficiency
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PTAG begins informal processes during the winter/spring months.
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PTAG clients benefit from tax mitigation acquisition strategies applied prior to closing.
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Both government and PTAG clients benefit from early, informal resolutions.
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Clients are capable of knowing their tax liability months in advance.
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Budgeting and accruals challenges are minimized when values are resolved early.
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The same valuation models used by the government coupled with management's experience working for county appraisers create precise presentations and quick decisions.
Client Service/Results
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Personnel is responsive and quick to react to your requests. Most often PTAG responds to client inquiries the same day.
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Reports are delivered on time and according to specs.
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If our clients wouldn't sell their assets PTAG would experience virtually zero client turnover...
Our clients' $/ft assessments are among the lowest in every Florida market.