Extend Your SALT Practice with Property Tax and Sales & Use Tax Depth
For accounting firms, law firms, site selection consultants, business brokers, PE advisors, and family offices
Your clients have property tax exposure you cannot staff for internally. Multi-state portfolios. Business personal property renditions. Assessment appeals with jurisdiction-specific deadlines. Sales and use tax recovery on major equipment purchases. The work requires deep specialization, and your clients expect you to deliver it.
ITC Tax partners with CPA firms, law firms, valuation practices, real estate advisory firms, business brokers, and site selection consultants to add property tax and sales and use tax capability without adding headcount. We operate behind the scenes or alongside your team using white-label, co-branded, or referral engagement models, with NDA-first engagement, conflict-checked processes, and deliverables produced under your direction.
You keep the client relationship. We supply the specialty so you lock out competitors.
Confidential. NDA-first. No obligation.
- Former County Appraisers
- Big 4 Alumni
- Certified Members of the Institute for Professionals in Taxation
- Licensed CPAs
- Nationwide Tax Experience
- All 50 States
Who We Work With
CPA and Accounting Firms
Regional and national firms with SALT practices that need property tax assessment reviews, appeals, BPP optimization, compliance, and sales and use tax recovery for commercial and industrial clients. You maintain the advisory relationship. We provide property tax and sales & use tax execution. Whether your client operates data centers, manufacturing plants, energy infrastructure, or commercial real estate, we have the industry-specific depth to support the engagement.
Tax Law Firms
Litigation firms, real estate practices, and SALT attorneys who need valuation analysis, technical evidence, and appeal-ready documentation to support property tax disputes. We prepare the analysis and evidence packages. Your attorneys handle the legal strategy and presentation.
Private Equity and Investment Advisory Firms
Fund managers, portfolio companies, and M&A advisors who need property tax due diligence on acquisitions, portfolio-wide assessment reviews, and ongoing tax reduction across multi-state holdings. For PE firms acquiring manufacturing, energy, or industrial assets, we provide pre-close property tax exposure analysis and post-close optimization.
Real Estate Advisory and Brokerage Firms
Commercial real estate firms that advise clients on property tax exposure, appeals strategy, and assessment challenges across office, retail, industrial, multifamily, and specialty assets. Our income approach analysis, cap rate review, and dark store expertise support your clients’ investment decisions.
Site Selection and Economic Development Consultants
Consulting firms advising companies on new facility locations, expansions, and relocations who need property tax modeling, incentive analysis, and abatement negotiation expertise to support site selection recommendations. We evaluate total property tax and sales and use tax exposure across competing locations, including available exemptions and incentive programs.
Business Brokers and M&A Intermediaries
Domestic and international brokers facilitating acquisitions of US commercial and industrial assets. Buyers, especially international buyers acquiring US assets for the first time, need property tax due diligence before close: current assessed values, appeal status, BPP rendition accuracy, exemption eligibility, and projected tax liability by jurisdiction. Post-acquisition, we provide ongoing assessment reviews, appeals, compliance, and tax reduction across the acquired portfolio.
Three Ways to Partner
White-Label
ITC performs all property tax and sales & use tax work under your firm’s brand. Your client sees your name on every deliverable: executive memos, appeal filings, evidence packages, compliance reports. ITC does not appear. You present. We produce.
Co-Branded
Best for: Firms that want to demonstrate specialist depth to their clients while maintaining the advisory relationship and client ownership.
Referral
You introduce the client to ITC. We engage directly, manage the property tax or sales & use tax work, and handle the relationship from that point forward. You receive a referral arrangement as agreed.
Best for: Firms that want to provide a trusted recommendation without managing property tax and sales and use engagements themselves.
How It Works
NDA and Scope
Analysis and Execution
We review assessments, prepare valuation evidence, file appeals, manage compliance, and execute recovery work according to the agreed scope. Throughout the engagement, communication flows through you, not directly to your client, unless you direct otherwise. Every engagement produces documented deliverables: asset integrity reports, jurisdiction-specific evidence maps, corrected renditions, and quantified results.
Deliverables and Reporting
Ongoing Optimization
Partner Deliverables
Every engagement produces tangible, executive-ready work product, not summary memos that require your team to fill in the details.
- Assessment Review Summary Asset-by-asset analysis of current assessed values versus fair market value, with identified overassessments, classification errors, missed exemptions, and estimated savings by jurisdiction.
- Appeal Action Plan For each jurisdiction where an appeal is warranted: the basis for the appeal, the evidence required, the filing deadline, and the expected timeline to resolution.
- Evidence Packages Complete documentation including depreciation analysis, comparable data, obsolescence studies, and valuation models, organized and formatted for presentation at appeal hearings or for internal review.
- Compliance Calendar Filing deadlines, rendition due dates, exemption renewal dates, and payment schedules across your client's full portfolio. Updated annually.
- Results Report Quantified savings by property, jurisdiction, and tax year. Formatted for client presentation under whichever engagement mode applies.
Property Tax, Sales and Use Tax, and Incentive Capabilities Available Through Partnership
Property Tax
Sales and Use Tax
Site Selection and Incentives
Location analysis based on total tax exposure, abatement and incentive negotiation (Chapter 312, ITEP, JETI Act, and state-specific programs), and ongoing incentive compliance management. Incentive agreements carry clawback risk if compliance obligations are not met. We manage investment thresholds, job creation commitments, reporting deadlines, and renewal requirements so the incentive value your firm helped negotiate stays in your client’s pocket for the full agreement term.
Industry Depth
Our team has deep experience across the industries where property tax and sales and use tax exposure is highest:
- Energy (oil and gas, pipelines, power generation, renewables)
- Data Centers (servers, cooling, BPP classification, AI/GPU infrastructure)
- Oilfield Services (fleet valuation, mobile asset situs, ghost assets)
- Manufacturing (cement, steel, food and beverage, automotive, plastics)
- Cement & Aggregates (kiln efficiency analsysis, quarry reserves, pollution control)
- Commercial Real Estate (office, retail, industrial, multifamily, hospitality)
How We Protect Your Client Relationships
The most important question any partner firm has is: will you stay in your lane? Here is exactly how we operate.
- NDA-first, always. We execute a mutual nondisclosure agreement before any client-specific information is shared. No exceptions.
- Conflict-checked. We run a formal conflict check against our existing client roster before accepting any engagement. If a conflict exists, we disclose it immediately and decline the engagement.
- Client communication follows the agreed engagement model. All communication with your client, their assessor, their legal counsel, or any other party flows through the channel you define at kickoff. We work through your team unless you direct otherwise.
- Your client remains your client. The partnership does not transfer the client relationship to ITC. You introduced the client. You own the relationship. We support it.
- Data handling. Client data is stored securely, access-restricted to the engagement team, and retained only for the duration required by the engagement scope. Upon request, we return or destroy all client materials.
- No legal advice. ITC provides property tax and sales and use tax consulting services. We do not provide legal advice. Matters requiring legal counsel are referred to the partner firm's attorneys or to independent counsel as appropriate.
Why Firms Choose ITC Tax as Their Property Tax Partner
- Expand your practice today, not after your next hire. You do not need to recruit property tax specialists, build jurisdictional expertise across 50 states, or invest in the compliance infrastructure required to service multi-state portfolios. You need a partner who already has that capacity and can execute under your direction, starting with your next client conversation.
- Keep the client, add the capability. The partnership does not put your client relationships at risk. It strengthens them. Your clients get specialist property tax and sales and use tax execution they could not get from your firm alone. Your firm gets expanded SALT revenue without expanded SALT headcount.
- Specialist depth across the full tax roll. Our team includes former county appraisers, Big 4 alumni, and Certified Members of the Institute for Professionals in Taxation (CMIs). We handle real property, business personal property, sales and use tax, and incentive work, not just buildings. For asset-intensive clients in data centers, manufacturing, energy, and oilfield services, the personal property and sales and use tax exposure is often where the largest savings are.
- Three pillars, one partner. Property tax reduction, sales and use tax recovery, and site selection and incentive negotiation, all available through a single partnership relationship. Your clients get integrated state and local tax support. You get one point of contact.
What Companies Say About ITC TAX
“”The ITC team took the time to understand our specific needs, applying their deep knowledge and experience to deliver seamless results. Thanks to their support, we were able to focus on our core business operations without distraction.
KoMico Technology
Accountant
Start a Partnership Conversation
We respond within one business day. All inquiries are confidential.
Frequently Asked Questions About Strategic Partnering with ITC Tax
Does ITC contact our clients directly?
Client communication follows the engagement model agreed at kickoff. In white-label and co-brand engagements, all communication routes through your team unless you direct otherwise. In referral engagements, we engage with the client directly, but only after you have made the introduction and defined the scope.
How does confidentiality work?
Every partnership engagement begins with a mutual nondisclosure agreement executed before any client-specific information is shared. Client data is stored securely, access-restricted to the engagement team, and retained only for the duration required by the engagement. We also run a formal conflict check before accepting any engagement. If a conflict exists, we disclose it immediately and decline.
What is the difference between white-label, co-brand, and referral?
In a white-label engagement, ITC performs all work under your firm’s brand. Your client sees only your name on deliverables. In a co-brand engagement, deliverables carry both firm names and your client knows ITC is involved as a specialist partner. In a referral engagement, you introduce the client to ITC and we manage the relationship directly. The engagement mode is agreed before any work begins and can vary by client.
What services can ITC provide through a partnership?
Property tax assessment reviews, tax appeal representation, multi-state compliance management, business personal property (BPP) optimization, valuation services, exemption and abatement filings, sales and use tax recovery and compliance, and site selection and incentive negotiation. We cover both real property and business personal property with National representation. For a full overview of our capabilities, see our Services page and our BPP Guide.
What industries do your partnership clients typically involve?
Do we need a formal agreement to explore a partnership?
An initial conversation requires no commitment. We discuss the general nature of the opportunity (industry, asset types, jurisdictions) without client names. If the opportunity is a fit, we execute an NDA and formal conflict check before any client-specific information is shared. The partnership agreement itself is tailored to the engagement mode and scope.
How are fees structured?
Fee arrangements depend on the engagement mode, scope, and complexity. We offer contingency-based, fixed-fee, and hybrid structures depending on the service and the partnership model. Fee structures are tailored to ensure compliance with the partner firm’s professional ethics requirements and jurisdictional rules regarding referral and consulting arrangements. Specific terms are discussed during the initial conversation and formalized in the engagement agreement. Contact us for details.