Strategic Groundwork for Growth

Unlock Site Selection Incentives with Expert Services

Your choice of site is a critical determinant of future success. ITC guides you through the intricacies of site selection and maximizes tax incentives, turning geographical strategy into a competitive advantage. Discover how the right location can transform your business’s fiscal landscape and operational efficiency.

Strategically Positioning Your Business for Success

Site Selection and Tax Incentives: Navigating Opportunities for Growth

In the complex landscape of business expansion and development, selecting the right site for your operation is pivotal. At Industrial Tax Consulting (ITC), we specialize in guiding businesses through the multifaceted process of site selection, harmonizing geographical positioning with advantageous tax incentives. Our approach is designed to not only identify optimal locations that align with your strategic goals but also to leverage fiscal opportunities that enhance your competitive edge.

Why Partner with ITC for Site Selection and Tax Incentives?

Choosing the perfect site for your business involves much more than geographical considerations. It’s about understanding how a location’s tax incentives, economic landscape, and regulatory environment can collectively propel your business objectives forward. Here’s how ITC makes a difference:

  • Expert Insights: With a deep dive into local, state, and national tax incentive programs, we offer you a broad spectrum of options to reduce operational costs and maximize returns.
  • Strategic Alignment: Our team thoroughly analyzes your business needs, industry trends, and future growth plans to recommend sites that promise not only growth but sustainability.
  • Comprehensive Analysis: From the initial demographic study to final negotiations, every step is taken with precision, ensuring that every facet of site selection and tax incentives is covered.
  • Long-term Value: Beyond immediate tax savings, we assess how a site’s incentives align with your long-term strategic vision, ensuring enduring benefits.

Nationwide Representation with Local Insight

Streamlining your property taxes with strategic expertise across the board.

Reducing Liabilities with Expert Valuation

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

What is Site Selection?

Site selection stands as a pivotal process for businesses aiming to optimize their operational footprint with a keen eye on fiscal efficiency. It involves the deliberate evaluation of various locations to pinpoint where a business should expand, invest, or establish a base—ensuring that each decision aligns with optimizing tax liabilities and bolstering financial performance.

At the core of effective site selection is the goal to strategically position a business in a location that minimizes tax burdens while maximizing available tax benefits. This not only enhances the profitability of the venture but also aligns the business’s operations with its broader strategic objectives.

Specialists in site selection—combining the expertise of consultants, legal, and financial advisors—conduct a thorough analysis of tax incentives, regulatory landscapes, and financial implications across different jurisdictions. This collaborative approach ensures a harmonized understanding of the potential impacts each site may have on the business’s tax obligations.

The essence of this process lies in marrying a profound comprehension of varying tax laws and incentives with a nuanced grasp of the client’s business goals and financial outlook. Through detailed analysis and strategic insight, consultants guide businesses towards making choices that meticulously balance their operational demands with opportunities for tax efficiency.

In sum, site selection transcends mere geography. It’s a vital strategic decision that influences a company’s tax strategy and overall financial health, shaped by the insightful guidance of dedicated professionals who navigate the complexities of tax optimization.

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.

Since bringing the firm aboard, ITC has produced over $4.0 million in property tax savings.  ITC’s experience and knowledge is especially helpful with analyzing manufacturing equipment and identifying available exemptions and in measuring appropriate depreciation for our “special use” equipment used in the building materials industry.

The relationships they have fostered between CEMEX and the appraisal district are mutually beneficial and allow us to maintain open communication and a professional relationship with our taxing authorities. 

Your Success
Our Team

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

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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

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

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

Stephen Sharpe

Director of Business Relationships

Stephen Sharpe


Stephen has over three decades of experience using a consultative approach to assist clients in achieving their goals. He is an innovative problem solver with a history of creating successful partnerships with associations and business groups. A current focus has been helping clients realize savings with the employee retention tax credit. Stephen first got his property tax consulting license in 1998 and opened an office in Houston to work with Waste Management and Loomis Fargo.


Experience

  • Director of Business Relationships – Industrial Tax Consulting
  • Consultant/ Owner – Tax Direction without Question
  • Director of Business Development – Invoke Tax Partners
  • Vice President October 2018 – Tax Advisors Group
  • Regional Director, Sales & Consulting – United Paramount Tax Group
  • Recaptured over $7MM in one quarter for clients. 
  • Partnered with CPAs/law firms across the U.S. to reclaim over $300MM in less than one year.

Education

  • Bachelor of Arts in Business Administration – Dallas Baptist University 

Designations/Memberships

  • Texas Property Tax Consultant
  • Member of Dallas Manufacturer Association / Texas Retailers Association
  • Volunteer • Shell Houston Open, Colonial PGA
  • Vice President Ducks Unlimited
  • Security for Preston Trail Community Church
  • NCA All-American

Bianca Cornwell

Property Tax Analyst

Bianca Cornwell

Bianca possesses an attention to detail and grasp of process that benefits all clients. Focused on data integrity and manipulation, she finds the gaps in numbers that make a difference in valuations for a wide variety of assets. 

Experience

  • Compliance Officer- Alliance Abroad Group
  • Industrial Data Analyst – Capitol Appraisal Group
  • Key Account Manager – RR Donnelley
  • Technician – Dell

 

Education

  • Bachelor of Science Biology, University of Moncton, Shippagan
  • Diploma Analyst Programming, MultiHexa, Tracadie
  • Diploma Digital Communications And Multimedia, CCNB, Richibucto



Designations/Memberships

  • Industrial Data Specialist, Microsoft Office User Specialist, EXCEL Expert Proficiency
  • French Canadian Bilingual

Brett Zieren

Property Tax Consultant

Brett Zieren

For a decade, Brett has been assisting clients in reducing their taxes. With a background including KPMG and JP Morgan Chase, he has provided tax compliance and advisory to Fortune 100 clients at the international, federal, state and local level.

Experience

  • Financial Strategist – Fitzpatrick Group
  • Private Equity Associate – JP Morgan Chase
  • Manager – KPMG Global Mobility Services

Education

  • Bachelor of Science, Economics, Texas A&M

Designations/Memberships

  • Registered Professional Appraiser

Matthew Skinner

Property Tax Consultant

Matthew Skinner

Matthew focuses on providing clients with diligent reviews of their data and in person inspections to produce accurate assessments that result in tax savings. Working to stay current on filing requirements and rules, he provides options and recommendations that ensure clients pay no more than their fair share.

Experience

  • Senior Loan Processor – Catalyst Funding
  • Financial Representative – Rethink Wealth

Education

  • Bachelor of Business Administration, Finance – Texas A&M
  • Petroleum Ventures Program – Texas A&M
  • Entrepreneurship, Innovation, and Financial Markets – Universität Hohenheim

Designations/Memberships

  • Property Tax Consultant – Texas Department of Licensing and Regulation

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

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

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

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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