For more info, contact:

Dan Broderick

President & CEO
858.546.5478
dbroderick@breb.com

Real Estate Tax Consulting & Appeals

Maximizing Tax Savings

In today’s commercial real estate market, managing operating costs at all levels is critical to maximizing net operating incomes (NOIs).

Through property tax reassessments, you are able to minimize costs on properties with lower valuations. Cassidy Turley BRE Commercial has partnered with Paradigm Tax Group, a national firm originating from a former Big 4 National Property Tax Services Group, to offer a wide array of contingency-based fee services:

Real Property

  • Annual assessment reviews
  • Assessment appeals
  • Filing
  • Advocacy
  • Preparation & presentation
  • Consulting
  • Budgeting
  • Litigation support
  • Proactive, pre-Enrollment consulting
 

Non-Traditional

  • Unique strategies
  • Bankruptcy
  • PCI – Pollution Control Credits
  • PPA – Purchase Price Allocation
  • Asset inventory & valuation
  • Transfer tax minimization
  • Tax abatements on new development
  • Inventory exemptions

Business Personal Property

  • Annual assessment reviews
  • Assessment appeals
  • Filing
  • Advocacy
  • Preparation & presentation
  • Consulting litigation support
  • Compliance
  • Audit support
  • Audit defense
  • Reverse audits
  • Compliance (multi-state returns)
  • Budgeting
     
 

Full-Service

  • Phase I: Assessment Processing
  • Phase II: Real Property Assessment Reviews and Appeals
  • Phase III: Tax Bill Processing
  • Phase IV: Real Property Database Management
  • Phase V: Personal Property Compliance
  • Phase VI: Annual Property Tax Budgeting
  • Phase VII: Pre-Acquisition Due Diligence Analyses
  • Phase VIII: Base Year Enrollment Work (in California)