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Personal Property Tax Compliance

Paradigm is uniquely qualified to service your personal property compliance and consulting needs. Our team has an exceptional track record with national portfolios and consistently displays the requisite mix of technical knowledge, understanding of local market nuances, and the aggressiveness it takes to ensure timely compliance with a focus on tax savings. We work closely with our clients and consistently communicate the status of the engagement, resulting in a client retention rate exceeding 98%.

Compliance Engagement Industries

Paradigm has several hundred Current Personal Property Compliance Engagements with specialized industry expertise that include:

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Icon for HeatlhcareHealthcare
Icon for HospitalityHospitality
Icon for RetailRetail
Icon for Data CentersData Centers
Icon for Self-storageSelf-Storage
Icon for MultifamilyMulti-Family
Icon for IndustrialComplex Industrial
Icon for Financial ServicesFinancial Services
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Nationwide ExpertiseProven Compliance Process

One of the primary Paradigm differentiators is the strength of our proven compliance process to ensure appropriate controls are in place to accurately and timely file the renditions. Our local and subject matter industry experts review the business personal property renditions and values for opportunities to embed savings opportunities into the filings. While most engagements are serviced through one of our two core compliance centers in Atlanta or Dallas, complex personal property engagements are assigned to our specialized complex consulting and compliance teams across the nation. Our professionals have an average of 17 years property tax experience and are well-versed in current rules and regulations, abatement and exemption opportunities, reporting methodology, return due dates, and appeal deadlines.

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Key Compliance Objectives

The key objective of our personal property compliance process is simple: to file renditions in a timely manner and ensure a fair and reasonable valuation and tax.

Step 1

Continuously monitor deadlines and rendition progress

Step 1

Step 2

Reconcile source data to property tax system data

Step 2

Step 3

Identify any changes in locations/accounts

Step 3

Step 4

Classify the assets to minimize tax liabilities

Step 4

Step 5

Complete forms and supplemental information

Step 5

Step 6

Perform a year-over-year reconciliation to identify anomalies

Step 6

Step 7

Complete other required data

Step 7

Step 8

Identify and apply any exemption opportunities

Step 8

Step 9

Secure applicable management and client reviews

Step 9

Step 10

Deliver timely renditions to the assessing jurisdiction

Step 10

Step 11

Respond to assessor inquiries

Step 11

Step 12

Review resulting assessment for reasonableness

Complete

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Seamless Technology Transition

We are long-time power users of two market leading property tax systems with in-depth knowledge of the nuances within both platforms. Our process helps to seamlessly transition the data from your current property tax system to Paradigm's instances of PTMS or OneSource.

Business Personal Property Tax Compliance Outsource Case Study

Services Provided
Property Types
Locations
Number of Returns

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Our compliance processes are subject to controls and testing of SSAE 18 SOC 1 standards.

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Testimonials

Paradigm's team delivered excellent results over many years servicing our account. Their knowledge of the local market, highest level of client service, and ability to apply their knowledge and experience to specific situations resulted in significant tax savings and refunds for the Company.

Senior Vice President
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Contact Your Local Property Tax Expert

  • Paradigm Tax Group does not service single-family residential properties at this time. We apologize for any inconvenience.

Contact A Local Expert
  • Paradigm Tax Group does not service single-family residential properties at this time. We apologize for any inconvenience.