Clarity in Valuation

Expert Valuation Services for Informed Decisions

Navigate your business’s future with confidence backed by ITC’s comprehensive valuation services. Whether it’s for merger, acquisition, or strategic planning purposes, our valuation insights provide the clarity and accuracy needed to make informed financial decisions.

Expert Valuation Services Services

Your Strategic Ally in Financial Assessment

In the sphere of tax consulting, Valuation Services Services stand as a pillar of precision and expertise, dedicated to determining the fair market value of businesses and assets. Central to diverse tax, financial, and strategic scenarios, accurate valuations are indispensable. Our services cater to needs across estate and gift taxes, business transactions, transfer pricing, ESOPs, charitable contributions, and beyond, ensuring compliance and fostering informed decision-making.

Our team of valuation professionals merges financial analysis, market insights, and economic modeling with deep industry expertise to deliver fair and robust valuation outcomes. This critical insight not solely influences tax liabilities but empowers entities with strategic foresight into their assets and financial planning. The precision of our valuation service is designed to safeguard your entity’s financial stature and pave the way for enduring success.

Key Benefits of Partnering with ITC:

  • Informed Decision Making: From mergers and acquisitions to financial reporting and tax planning, our valuations illuminate the path for pivotal business decisions.
  • Methodological Rigor: Employing income, market, and asset-based approaches, we tailor our analysis to reflect your unique business reality, adjusting for risk and valuation nuances.
  • Regulatory Adherence: Each valuation we conduct stands firmly within legal and regulatory frameworks, providing a solid foundation for compliance and reporting.

 

Free Consultation: Unlock the potential of precise valuations to transform your financial and strategic landscape.

Nationwide Compliance with Local Insight

Streamlining your property taxes with strategic expertise across the board.

Reducing Liabilities with Sharp Valuation

We cut nationwide property taxes through expert analysis, eyeing significant savings.

Client Stories

Real Results, Real Savings

Specialized Tax Consulting for Cement & Mining

Navigate the unique fiscal challenges of the cement and mining industry with tax strategies that minimize liabilities and boost operational efficiency. Experience the advantage of tailored consulting.

46% Tax Reduction: Your Next Victory

Join the ranks of clients who’ve drastically cut their tax burdens — by as much as 46%. Start unlocking significant savings with a strategy designed for the complex needs of your industry.

Maximize Savings:
with Strategic Exemptions

See how we turned tax challenges into a $4.1 million victory for one client, achieving a remarkable 46% reduction in property taxes. Your operation could be next — find out how.

Holistic Approach

The ITC Difference in Valuation

Value Creation: Beyond the Numbers

Understanding how value is generated and enhanced within a company lies at the heart of effective valuation. Our approach is nuanced, acknowledging the diversity of paths to value creation influenced by industry dynamics and the company’s lifecycle stage. Our expansive valuation expertise provides a strategic edge, whether in financial reporting, M&A activities, or dispute resolutions.

Measuring Value:
A Scientific Approach

Valuation is both an art and a science, requiring the application of various methodologies to accurately capture a business’s worth. The cost, market, and income approaches form the cornerstone of our valuation strategy, with a focus on presenting the present worth of future cash flows and applying market multiples for a comparable analysis that genuinely reflects your business’s value in the marketplace.

Unlock the Fiscal Potential
of Your Property

Accelerate Depreciation, Amplify Value. Discover the power of precision in property tax savings with ITC’s specialized Cost Segregation Studies. Dive deep into the granular details of your property to uncover significant tax-saving opportunities and enhance your bottom line.

Building Costs

Provide detailed construction or acquisition costs to define the financial foundation for your assets, ensuring accurate classification and depreciation.

Depreciation Schedules

Existing depreciation schedules offer insights into past tax filings and asset categorizations, pivotal for identifying reclassification opportunities.

Settlement Statements

Settlement statements from property transactions clarify the financial specifics, forming a baseline for tax benefit calculations.

Property Addresses

The location of each property under analysis is crucial for applying local tax laws and incentives, making accurate address information vital.

In-Service Dates

Knowing when assets were placed in service allows for precise depreciation calculations, directly impacting your tax savings timeline.

Other Relevant Information

Additional documents like appraisals provide deeper context and valuations for assets, enhancing the thoroughness and accuracy of the study.

Expand Your Tax-Saving Opportunities

Buildings That Qualify

Identify the wealth of tax benefits available across diverse property types with Cost Segregation. Ideal candidates for these studies include, but are not limited to:

  • Apartment Complexes
  • Assisted Living Facilities
  • Auto and Truck Dealerships
  • Banks
  • C-Stores
  • Charter Schools
  • Data Centers
  • Day Care Centers
  • Dental Facilities
  • Distribution Centers
  • Funeral Homes
  • Golf Courses
  • Grocery Stores
  • Hospitals
  • Hotels
  • Industrial
  • Manufacturing Facilities
  • Marinas
  • Medical Offices
  • Motels
  • Movie Theaters
  • Offices
  • Residential Rentals
  • Restaurants
  • Retail Stores
  • Self-Storage Units 

Hear from Our Partners in Success

Businesses across the nation trust ITC for property tax solutions that deliver. Explore their stories of success and envision the possibilities for your own enterprise.

We allowed ITC the opportunity to prove themselves to BMP…in relations to our Baytown location and associated accounts. Mark and his team, working closely with me and my team, were able to achieve a significant reduction in appraised property values, which translates into a lower tax liability for our company

Your Success
Our Team

Ready to Transform? Your Consultation Awaits.

Let’s Discuss Your Path to Tax Efficiency, No Cost Attached.

Name(Required)

Mark Dzeda, CPA, CMI

Founder & CEO

Mark Dzeda


Mark has been saving clients money and time for over 40 years. With a focus on service first, his knowledge of tax laws and appeal procedures in all 50 states, combined with aggressive strategic litigation support, sets ITC apart from others in reducing tax burden. His experience encompasses a wide range of industries, including oil and gas, industrial manufacturing and distribution. 


Mark and his team employ the principle that “No client should pay more than their fair share of taxes owed”. The results for 20 years and hundreds of clients speak to the skill he and his team of experts bring to businesses across the country.


Experience

  • Vice President-Industrial – Cantrell McCulloch
  • Vice President – Burr Wolff
  • Senior Tax Manager – KPMG
  • Property Tax Consultant – Coopers & Lybrand
  • Property Tax Manager – American Exploration Company
  • Sr. Tax Representative – Tenneco
  • Senior Accountant – Tennessee Gas Pipeline

Education

  • Bachelor of Science, Accounting, Business Louisiana State University
  • Masters of Business Administration, University of Houston

Designations/Memberships

  • Certified Public Accountant (CPA)
  • Certified Member of the Institute for Professionals in Taxation (CMI)
  • Licensed Senior Property Tax Consultant, Texas Department of Licensing and Regulation
  • Board of Directors, Texas Taxpayers and Research Association
  • Texas Oil and Gas Association
  • Texas Society of CPAs

Dawn Walior

Senior Property Tax Manager

Dawn Walior

Dawn has more than fifteen years of experience in complex properties across a wide array of industries, giving her the ability to negotiate values aggressively. Her background as a certified appraiser and a deep understanding of the methodology used by appraisal districts also provides clients with expertise that results in lower tax liabilities.

Experience

  • Senior Property Tax Consultant – Industrial Tax Consulting
  • Industrial Appraiser – Capitol Appraisal Group
  • Team Lead over Complex Properties – Comptroller of Texas Property Tax Division

Education

  • Bachelor of Arts, Finance, California State University Fullerton
  • Masters of Business Administration, Texas State University

Designations/Memberships

    • Certified Appraiser, Texas Appraiser Licensing & Certification Board 
    • Licensed Senior Property Tax Consultant, Texas Department of Licensing and Regulation
    • Former Certified instructor for TAAD and TAAO through PTAD
  • Texas Association of Property Tax Professionals
  • Institute for Professionals in Taxation

Stephen Shaw

Director of Property Tax

Stephen Shaw

In a career exceeding 20 years, Stephen has achieved an exceptional rate of success for his clients. His experience spans many states and industries including, but not limited to, oil and gas, renewables, multi-family, retail, hospitality, office, warehouses, high-tech data centers, industrial, manufacturing, and utilities, that includes multi-state business personal property compliance work and all levels of appeal negotiations. Stephen has achieved and successfully negotiated abatement and exemptions for his clients and is willing to take the next step in the appeal process through the use of litigation when necessary and feasible, Stephen gets better valuation decisions for a range of clients regardless of the industry the client is operating.

 

Experience

  • Senior Managing Consultant – Paradigm Tax Group
  • Consultant, Tax Ld/Sr – Avangrid Renewables (formerly Iberdrola Renewables in the US)
  • Property Tax Consultant – Iberdrola Renewables
  • Property Tax Senior – PwC
  • Property Tax Senior – Thomson Property Tax Services (formerly Deloitte’s property tax division)
  • Property Tax Senior – Deloitte Tax LLP
  • Appraiser – Harris County Appraisal District

 

Education

  • Bachelor of Arts, Finance, Texas A&M
  • Appraisal for Ad Valorem Taxation, Wichita State University
  • Various IPT Schools for Property Tax and Sales & Use Tax

 

Designations/Memberships

  • Licensed Property Tax Consultant 
  • Texas Association of Property Tax Professionals, Real and Personal Property Tax School
  • Institute for Professionals in Taxation, Former Member

Whit Anderson

Property Tax Manager, Dallas office

Whit Anderson

Whit has a wealth of experience in tangible asset valuation across many industries including oil and gas, metal and machining, mining, concrete, liquids and waste processing, fleet services and packaging. His focused expertise in energy valuations have been used by clients to assist in critical decisions for acquisitions, robust financial reporting, litigation support and contract reviews.

Experience

  • Senior Appraiser – Gordon Brothers 
  • Director of Tangible Asset Valuation Appraisals – Machinery and Equipment – Opportune LLP
  • Manager – Capital Equipment Valuation Appraisals – EY
  • Vice President Plant, Machinery and Equipment Valuation Appraisals – The BVA Group LLC
  • Senior Associate – Tangible Asset Valuation Construction Services – Deloitte Financial Advisory 
  • Valued over 1MM Hp of natural gas compression, over 50,000 miles of pipeline
  • Assessed In excess of 80 million barrels of stored product for the oil and gas industry.    

Education

  • Bachelor of Arts, Construction Engineering, Montana State University Bozeman

Designations/Memberships

  • American Society of Appraiser Accredited Senior Member

Rodger Kret

Managing Property Tax Consultant

Rodger Kret

With over three decades of experience at Chevron, Rodger has a unique base of knowledge that benefits clients in myriad ways. In addition to property tax background, an understanding of laws, regulations, compliance procedures and appeal requirements produce positive results for complex tax issues. He has worked in every operational segment of the oil and gas business, upstream, midstream, and downstream.

Experience

  • Mineral Appraiser – Pritchard & Abbott
  • Property Tax Manager – Chevron
  • Yielded $25+ million upstream property tax savings over career with Chevron
  • Downstream chemical plant abatements obtained for $160 million in two capital investment projects reducing tax liabilities an estimated $3.2 million annually
  • Successfully attained a 10-year exemption for a $1.6 billion refinery base-oil project estimated to reduce property taxes over $80MM

 

Education

  • Bachelor of Science, Petroleum Engineering, Texas A&M University
  • Corp of Cadets and Aggie Band Drum Major, Texas A&M University

 

Designations/Memberships

  • Legislative Subcommittee Chair, Texas Oil & Gas Association, Ad Valorem Committee
  • Distinguished Service Award, Texas Oil & Gas Association, Ad Valorem Committee
  • Senior Property Tax Consultant License, Texas Department of Licensing & Regulation

Kyle Hanson

Senior Tax Consultant, Fort Worth

Kyle Hanson

Kyle is an experienced and certified appraiser who is also well versed in negotiating challenging cases in competitive markets. A customer focused professional, he loves the detailed analysis that can result in additional savings for clients. A degree in leadership means that he excels in the diplomacy often required in tax reduction discussions with many entities with different and often competing goals.

Experience

  • Registered Professional Appraiser – Pritchard & Abbott
  • Lead Technical Investigator – Utiliquest/Health Consultants

Education

  • Bachelor of Applied Science, Leadership and Development, Texas A&M
  • Corp of Cadets, Texas A&M

Designations/Memberships

  • Registered Professional Appraiser

Elizabeth May

Office Assistant

“I provide an important cog in the wheel called The Office. I jump in to help where and whenever assistance is needed. I plan to earn a Bachelor’s degree in marketing from Texas State University.”

Vickie Maldonado

Administrative Specialist

Vickie Maldonado

Vickie brings attention to detail and the ability to manage complex processes to benefit clients. Her experience includes managing the preparation and submission of appeals across Texas and providing research of assessment values. This ensures that clients’ valuations are timely as well as accurate.

Experience

  • Practice Administrator – Paradigm Tax Group

Trudie Nguyen

Property Tax Consultant

Trudie Nguyen

Trudie is a detail-oriented analyst who brings to clients an understanding of their business needs as an entrepreneur herself. A background in commercial real estate combined with financial knowledge gives her the ability to use analysis to lower and successfully appeal all forms of tax burden for clients.

Experience

  • General Manager – Retail 
  • Property Administrator – Transwestern
  • Analyst – Aria Developers
  • Commercial Real Estate Program – CBRE Group
  • Asset Management Shadow Program – Camden Property Trust

Education

  • Bachelor’s degree in Business Administration (Finance), University of Houston
  • Commercial Real Estate Certification, University of Houston

Designations/Memberships

  • Property Tax Consultant, Texas Department of Licensing and Regulation

Jessica Rosete

Industrial Property Tax Assistant

My move to join ITC was a deliberate one representing a significant switch from accounting to a tax-oriented career future. I couldn’t have made a better choice as I am working with an experienced team of consultants in a firm with an excellent track record and reputation. What do I bring to the table? To start, I have developed a strong sense of the importance of customer service. That includes paying attention to administrative details and clients’ needs which complements my ability to pay close attention to details.. At ITC I also focus on the intricacies of the latest tax software, NOVs, protests, hearings and other important facets of tax consulting.

Education

Pursuing a BBA in Accounting – University of Houston, C.T. Bauer College of Business Honors: Dean’s List Spring 2021

Kindall Divine

Operations Manager

Kindall Divine

Kindall has over a decade of experience ensuring that tax compliance calendar deadlines are met. Her background also ensures that our clients are well taken care of and get the information they need in a timely manner.

Experience

  • Financial Coordinator, Gardner Dentists
  • Benefits Advisor Supervisor, Winegar and Associates
  • Customer Success Manager, Alexander and Associates

Education

  • Bachelor of Business Administration, St. Edward’s University
  • Corporate Operations Management, University of Deusto (Spain)

Alex Babcock

Property Tax Analyst

First of all, what attracted me to ITC? I wanted to specialize in something related to real estate that also involved building relationships with clients. ITC is a small firm which I also liked. At ITC, I can assist consultants with front- and back-end tasks in addition to keeping track of appeals deadlines, creating detailed reports on upcoming hearings and handling document requests from county authorities. I am confident that my background in finance and my natural analytical abilities will be valuable assets to ITC’s current and future clients.

Professional Qualification

The years I worked as a financial analyst at Imubit, LGI Homes, Morningside Capital and Daumas Realty confirmed my interest in developing in-depth knowledge and expertise in the areas of corporate finance and commerical and residential real estate. I was intimately involved and responsible for the completion of tax audits, the accuracy of quarterly financial statements, revenue projections and ARR metrics to name a few.

Education

I attended the University of St. Thomas in Houston, TX where I earned a Master of Science degree in Finance and Schreiner University in Kerrville, TX culminating in a Bachelor of Business Administration degree, also in Finance. As for my academic achievements, I became member of the Sigma Beta Delta Honor Society. I am about to obtain my property tax consultant license.

Jason Erwin

Property Tax Consultant

At ITC I manage the yearly tax cycle for clients across varying industries from manufacturing to energy. My job is to ensure that our clients’ annual tax liability is fully minimized, and all tax savings opportunities are identified.
 
Education
Masters of Business Administration – University of Mississippi
BBA Economics / Minor: Marketing – University of Mississippi

Becca Pantalion

Tax Analyst

I made the move to ITC because it presented me with new challenges and the opportunities I was looking for. I also liked ITC’s philosophy and ambition to strive for the best results possible in reaching maximum tax savings for its clients. I thoroughly analyzed and liked their track record in that regard. In my previous career history I developed extensive expertise in real commercial property for clients nationwide which, I am convinced, will make me a valuable asset at ITC. A major component of my responsibilities at ITC will be to investigate, research, collate and analyze facts and evidence to support clients’ cases in appeals. I intend to build on that strength and develop others as I gather more experience.

Professional Qualification

My previous roster of employers allowed me to develop proficiency and skills ranging from acquiring property data, analyzing it and creating evidence prior to submitting documentation following tax protocols for counties in 40 states. I also beta-tested and provided feedback for new software designed for the property tax industry to handle high volume. Additionally, I appealed high-volume, low-value properties with a team portfolio of 15,000 properties for a total revenue invoice of $250,000 in just 10 months. I am about to acquire the Texas Tax Consulting License (June ’22).

Education

I attended the University of Mary Hardin-Baylor, Belton, TX and graduated Summa Cum Laude with a Bachelor of Political Science with a Spanish minor. My related coursework included constitutional law, international organizations and international political economy. To round it off, I took Spanish for Careers and Advanced Oral Communication for Spanish. The following are also worth mentioning: I am a Pi Gamma Mu Honor Society of Social Sciences member and a Weatherby Endowed Scholarship recipient.

Clay Fowler

Oil & Gas Property Manager

“What would you like to know? During my 30 years in the business, I have covered all facets of appraisals, including defending them. Litigation support, review hearings? No problem. I was a senior industrial appraiser with Capitol Appraisal Group before joining ITC,  where my responsibilities cover several states such as Texas, Kansas and Colorado.”

 
Education
BS Animal Science, Texas Tech University
 
Professional Qualifications 
Registered Professional Appraiser (RPA)
Candidate Member with the American Society of Appraisers
Licensed Property Tax Consultant (TDLR)

Property Tax Analyst – Houston

Company Name – Industrial Tax Consulting

Position Location – Houston, TX, US

About Industrial Tax Consulting

ITC is a property tax consulting firm that specializes in furnishing proactive property tax services. Our focus has been on providing all clients excellent responsiveness and results, regardless of size or industry. We represent clients on a nationwide basis in numerous industries with various types of property and issues. This requires a team approach between our clients, ITC personnel and outside experts whenever necessary. We believe that our employees are our strongest and most visible asset to our clients in the pursuit of tax minimization and available incentives and exemptions. This means that we offer competitive salaries, attractive bonus plans, 401k matching, flexible work environment and encourage employee development.

Job Description

We are currently looking for a candidate to join our team as a Property Tax Analyst. This position will work closely with other team member and clients to meet reporting requirements while minimizing property tax liabilities and actively participate in all parts of the property tax cycle. We are seeking a self-motivated, driven individual capable of completing high-quality tax analysis of industrial and commercial real estate. 

Duties and Responsibilities

  • Prepare annual renditions and returns for clients throughout the United States utilizing property tax compliance software
  • Analyzes client-furnished data to generate renditions and exemption applications using property tax software.
  • Review real and personal property value notices to help determine validity of proposed assessments and need to appeal. 
  • Assist with developing valuation models and presentations for protests and appeal hearings. This will include working with clients and third-party experts.
  • Approve tax statements for payments and interact with governmental agencies to make certain liabilities are accounted for and processed timely.
  • Develop and maintain strong client relationship from beginning of process through completion of engagement.
  • Interact with business development and marketing efforts for firm.


Education and Experience

  • Bachelor’s degree in Accounting, Finance, Economics, Business or similar.
  • Minimum 1 year experience with Property tax software (PTMS or OneSource)
  • Skilled in MS Office a plus
  • Strong research, writing and analytical skills, attention to detail.
  • Ability to manage multiple assignments and meet deadlines.
  • Real estate or complex industrial property preferred but not required. 
  • Excellent analytical as well as verbal and written communication skills
  • Availability to travel as necessary to meet job requirements.

Seniority Level

  • Minimum two years of experience in property tax compliance and/or analysis.


Industry

  • Accounting
  • Finance
  • Real Estate

Employment Type

  • Full-time
  • Equal Opportunity Employer

Property Tax Manager – Houston

Company Name – Industrial Tax Consulting

Position Location – Houston, TX, US

About Industrial Tax Consulting

ITC is a property tax consulting firm that specializes in furnishing proactive property tax services. Our focus has been on providing all clients excellent responsiveness and results, regardless of size or industry. We represent clients on a nationwide basis in numerous industries with various types of property and issues. This requires a team approach between our clients, ITC personnel and outside experts whenever necessary.

We believe that our employees are our strongest and most visible asset to our clients in the pursuit of tax minimization and available incentives and exemptions. This means that we offer competitive salaries, attractive bonus plans, 401k matching, flexible work environment and encourage employee development.

Job Description

We are looking for a Property Tax Manager to join our Houston team. This position will interact with clients and perform tax consulting services for real and personal property through all steps of the property tax cycle. Ability to identify and develop new client business is also integral to this position.

Areas of Expertise

  • Complex Industrial
  • Real Estate
  • Personal Property
  • Compliance
  • Incentives and Exemptions

Duties and Responsibilities

  • Develop and maintain strong client relationship from beginning of process through completion of engagement.
  • Knowledgeable regarding both real and personal property valuation and can identify and pursue tax reduction opportunities.
  • Ability to research tax statues, laws and court decisions and perform tax planning to minimize tax liability.
  • Responsible for business development with new clients as well as expand existing client engagements and sell other indirect tax and incentives.
  • Conducts site inspections and actively participates in client meetings and discussions.
  • Can develop and defend positions in negotiations and before reviewing authorities.
  • Collaborate with third parties to maximize potential tax reductions through all steps of the appeal or protest process.
  • Continues to expand knowledge and skillset to be promoted to the next level.

Education and Experience

  • Bachelor’s degree in Accounting, Finance, Economics, Business or similar
  • 5 years of property tax consulting experience
  • CPA, CMI, ASA or MAI or working on designation or certification.
  • TDLR Senior Property Tax Consulting license
  • Skilled in MS Office and property tax software
  • Excellent analytical as well as verbal and written communication skills
  • Availability to travel as necessary to meet job requirements.

Seniority Level

  • Mid-Level

Industry

  • Accounting
  • Finance
  • Real Estate

Employment Type

  • Full-time
  • Equal Opportunity Employer
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