Property Tax Consulting

Property tax consultants offer specialized expertise to guide businesses and commercial property owners through property tax responsibilities. Their services encompass property assessment reviews, valuation analyses, and negotiation with authorities. Property tax services ensure accurate assessment, compliance, and optimization of tax obligations, helping clients efficiently manage property taxation and align with financial goals.

Property Tax Services

ITC specializes in delivering targeted property tax consulting services exclusively for the commercial and business sectors. Our comprehensive suite of offerings is tailored to meet the unique needs of commercial real estate owners and businesses.

Commercial Real Estate Consulting

One of our core sub-services is commercial real estate consulting, where we leverage our expertise to help clients optimize their property tax strategies. Our seasoned consultants conduct thorough assessments of commercial properties, meticulously analyzing market trends and property valuations. This allows us to provide insightful guidance on property tax minimization, valuation disputes, and tax planning strategies that align with our clients’ business objectives. Whether navigating complex regulations, negotiating with assessors, or identifying opportunities for tax abatements, our commercial real estate consulting ensures that clients’ property tax liabilities are strategically managed.

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Complex Personal Property Consulting

ITC excels in complex personal property consulting, a specialized area where we assist businesses in accurately evaluating and reporting personal property assets. Our adept consultants employ cutting-edge methodologies to assess intricate personal property holdings, such as machinery, equipment, and assets, with substantial value. By providing meticulous valuations and compliance support, we enable businesses to maintain accurate records and fulfill their tax obligations efficiently.

Property Tax Compliance and Outsourcing

ITC offers property tax compliance and outsourcing services that relieve businesses of the administrative burden of property tax management. Our experts handle the intricate details of property tax filing, documentation, and compliance, ensuring businesses fully adhere to regulatory requirements. This allows clients to focus on their core operations while benefiting from the peace of mind that comes with knowing their property tax matters are in capable hands.

In essence, our team commits to exclusively serving the commercial and business sectors, positioning us as a trusted partner for property tax optimization, valuation accuracy, and compliance excellence. Our specialized sub-services, including commercial real estate consulting, complex personal property consulting, and property tax compliance and outsourcing, collectively form a powerful toolkit designed to drive success and efficiency for our clients in the dynamic realm of property taxation.

Why Choose ITC?

Elevate your business with Industrial Tax Consulting as your chosen partner, a decision rooted in more than just expertise—we deliver customized solutions to power your triumph. Committed unwaveringly to the energy, oil, and gas sector and beyond, our team intimately comprehends the nuances of your challenges and opportunities. Our prowess transcends standard tax services; we present a comprehensive suite of meticulously tailored solutions that harmonize seamlessly with the requisites of your industry. From strategic site selection, tax incentives, and property tax services to pollution control exemptions and obsolescence studies, our industry-centric ethos ensures your competitive advantage remains unwavering. Situated strategically within Texas’ energy nexus, ITC furnishes distinctive insights and impactful results that transcend anticipation, propelling your enterprise forward in a realm marked by transformative shifts and boundless prospects.

Our Team

The ITC team comprises seasoned property tax professionals with extensive experience in the commercial and business sectors. Our experts bring a wealth of knowledge in property assessment, taxation regulations, and negotiation strategies. With a track record of successfully assisting clients in optimizing property tax outcomes, the ITC team is dedicated to providing tailored solutions that ensure accurate assessments, compliance, and strategic tax management.

Industries We Serve

Industrial Tax Consulting is a versatile industry partner catering to a broad spectrum of sectors, including the energy, midstream, chemicals and refining, cement and mining, building products and construction, food processing, data centers and technology, steel and pipe, multifamily and retail, manufacturing or industrial, automotive, renewables, and telecommunication industries. 

Our extensive expertise is finely tailored to each industry’s unique dynamics, ensuring that businesses within these domains receive specialized solutions that address their distinct challenges and opportunities. With ITC, clients across diverse industries can rely on our comprehensive knowledge, strategic insights, and unwavering commitment to optimize tax benefits and enhance overall financial performance.

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Looking to minimize your tax obligations? Need representation for the review board? Have overvalued inventory? Unhappy with your current appraisal?

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Address

13105 Northwest Freeway Ste. 1115 Houston, TX 77040

Office Locations:

Austin, Houston, Dallas, Fort Worth, Denver, Permian Basin

Email Address

solutions@itctax.com

ITC Logo

Complimentary Consultation

Rodger Kret

Managing Property Tax Consultant

The reason I joined ITC was not only because of their excellent reputation but also because my background and experience seemed to be a perfect fit. 

I bring with me extensive domestic property tax knowledge gained during my 33 years with the Chevron Corporation in both representative and managerial roles. My in-depth knowledge of relevant laws, regulations, compliance procedures, valuation concepts and appeal requirements was instrumental in producing results and maintaining successful client relationships across a broad swath of upstream, midstream, and downstream functional areas.

In addition to my executive responsibilities at Chevron, I held multiple leadership positions on the Texas Oil & Gas Association’s Ad Valorem Committee, including Chair of the Legislative Subcommittee for ten years.

As a former student at Texas A&M University, I participated in the Corps of Cadets and Aggie Band while earning a Bachelor of Science degree in Petroleum Engineering. I hold a Senior Property Tax Consultant license in Texas.

 I look forward to being a valuable member of the ITC team and serving its clients for years to come.

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

Property Tax Analyst

I had been looking for a position in a reputable property tax firm that was right for me, my background and my skill set. Lo and behold, I found the right fit, after careful analysis, in Industrial Tax Consulting, Houston. 

My background as a practice administrator previously overseeing more than a dozen employees and being instrumental in assisting with the preparation and submission of State Tax Appeals in over 50 Texas counties in addition to providing research of assessment values rendered me an ideal candidate for what ITC was looking for. 

I will be providing administrative support to the team to ensure that our clients receive the best and most accurate information aimed at reducing their property tax bill.

My responsibilities will also include, among others, the coordination of litigation filings and deadline management. I am looking to grow and learn at ITC.

Background

My experience spectrum is fairly broad ranging from having been manager at a large tax group to having worked as an assistant principal secretary at a high school to honing my customer relations skills as a sales consultant with an international cellular phone service provider.

Trudie Nguyen

Property Tax Analyst

I am thrilled to have joined ITC as a property tax analyst. This position will afford me to expand my already considerable experience in a variety of fields. Not only am I used to being a team player I am also self-motivated to thoroughly research a client’s case to uncover any detail that can provide a tax advantage. 

My previous inclinations included stints as a general manager of a company which prepared me to deal with and understand every aspect of running a business to being a property administrator in another to having been a partner in my own business. I discovered my interest and knack for detailed analyses early on in my first exposure to the real world when I worked as an analyst intern.

In my capacity at ITC, I have now come full circle doing what I can do best and I am one step closer to obtaining a property tax consultant license.

Educational Background

After Pre-Med education at San Jacinto College, I attended University of Houston graduating with a BBA degree in Finance where my main focus was Commercial Real Estate. To acquire a Certification in Commercial Real Estate, I completed related courses such as Real Estate Analyses and Valuation, Real Estate Law Principles, Real Estate Development, and Multifamily Investment courses. I also joined Shadow Program and Summer Educational Program sponsored by large Commercial Real Estate companies and CREWNetwork Houston to be exposed to research and market analysis in conjunction with CFOs and asset management teams.

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

Whit Anderson

Property Tax Manager, Dallas office

Whit holds a senior appraiser ASA designation with over 12 years of valuation experience. He specializes in tangible asset valuations across numerous industries with a primary focus on energy, specifically oil and gas. Whit’s valuations have been instrumental in decisions concerning acquisitions, financial reporting and taxes. Prior to joining ITC, Whit was a Director at Opportune LLP’s tangible asset valuation group responsible for a wide range of industries for both domestic and global clients. He has collaborated and worked within the big 4 accounting firms of Deloitte and E&Y. Whit has valued over 1MM Hp of natural gas compression; over 50,000 miles of pipeline and more than 80 million barrels of stored product for the oil and gas industry.    

Kindall Divine

Operations Manager

“Let me just say, as my title implies I make sure everything runs smoothly, and on schedule. Which includes tax calendar maintenance, a vital component to the compliance team. I also manage client relations to ensure they stay informed and happy.”

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.

Kyle Hanson

Senior Tax Consultant, Fort Worth

Working at ITC as a tax consultant is a natural progression from my previous functions the last of which was as a registered professional appraiser at Prichard & Abbott over the last 10 years. The experience there steeled me for the work ahead as a consultant in a highly competitive and contested market environment as did years of working as a lead tech and damage investigator. 

At ITC I will do my utmost to achieve the maximum tax reductions possible for clients based on thorough and detailed analyses of any given case until it reaches a successful conclusion through negotiations which could include appeals or litigation. I concur with ITC’s philosophy that no company should pay more than their fair share of property taxes.

Education

Texas A&M University, majored in Leadership and Development and during my 4 years at Texas A&M I served in the Corps of Cadets and The Fightin’ Texas Aggie Band.

Stephen Shaw

Director of Property Tax

I’ve accumulated 20 plus years covering all phases of real, personal, and complex property taxation.

During that time, I have accomplished a high rate of success through the valuation and appeal process, negotiated exemptions and through litigation resulting in better valuation settlements for my clients. I have consulted for industries ranging from energy, oil & gas, high tech data centers, manufacturing, renewables (wind farm), multi-family, retail, hospitality, office, and warehouses to name a few. 

I have a vast knowledge of personal property compliance and valuation analysis as well. And this experience ranges across multiple states including AK, AL, CA, CO, FL, GA, LA, MS, NM, OH, OK, OR, TX and WA I joined ITC because it was the right move up. And clients can now benefit from the full impact of my background and knowledge.

Professional Qualification

During my history as a property tax consultant, I have worked for Paradigm, Avangrid Renewables, the world’s largest wind farm operator, PWC, and Deloitte to name a few. I am a licensed Texas Property Tax Consultant (TDLR).

Education

My educational credentials include Texas A&M University with a B.A. in finance, the Appraisal for Ad Valorem Taxation held at Wichita State University, and Real Property Tax School, Personal Property Tax School, Sales & Use Tax School with the Institute for Professionals in Taxation, and Texas Association of Property Tax Professionals.

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)

Dawn Walior

Senior Property Tax Manager

“As a certified appraiser and more than a decade of experience, I know a thing or two about defending complex industrial properties. From electric utilities to well-servicing companies. Prior to joining ITC, I was a team leader of the Complex Properties Group at the State Comptroller’s Office.”
 
Education
BA Finance, California State University
MBA, Texas State University
 
Professional Qualifications 
Certified Appraiser (TALCB)
Certified instructor for TAAD and TAAO through PTAD
Licensed Senior Property Tax Consultant (TDLR)

Mark Dzeda, CPA, CMI

Founder & CEO

Mark focuses on offering full-service tax solutions to our clients ranging a wide variety of industries. From the underlying fixed asset valuation to aggressive client representation and strategic litigation support, Mark ensures clients are provided the most proactive and result-oriented solutions available in the industry.
 
Mark has extensive knowledge of multi-state property tax laws and appeal procedures. He has been able to save his clients significant property tax expense, as well as dramatically reduce the time spent with property tax compliance, rendition filings, appeals and verification of tax statements. 
 
Prior to founding ITC in 2003, Mark was a Senior Property Tax Manager with KPMG and a Senior Tax Consultant with Coopers & Lybrand. He also acquired comprehensive experience as a Complex Property Tax Manager with Cantrell McCulloch and Burr Wolff. Mark’s career began with Tenneco, as a Senior Property Tax Consultant representing oil & gas properties, corrugated & container packaging, tractor manufacturing and natural gas pipelines. 
 
Education
BS Accounting, Louisiana State University
MBA, University of Houston
 
Professional Qualifications 
Certified Public Accountant (CPA)
Certified Member of the Institute for Professionals in Taxation (CMI)
Licensed Senior 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