Property Tax Calendar

Brought to You by ITC – Your Compliance Partner. Count On Us.

Navigate through the complexities of tax season with ease and precision. Our Property Tax Calendar, elegantly arranged in a user-friendly format, serves as your essential guide to crucial tax dates, deadlines, and compliance requirements across all states.

From lien dates to appeal deadlines and payment due dates, each detail is structured for quick reference and clarity. This comprehensive resource, brought to you by ITC – your steadfast compliance partner, ensures you’re always informed and prepared. Let’s embrace the tax year ahead with confidence, armed with the knowledge to make strategic decisions that safeguard your financial interests.

Client Stories

Customized Property Tax Solutions:
Where Experience Meets Client Needs

The Challenge:

A significant reduction in staff left a client without the necessary workforce to manage property tax obligations effectively — from preparing returns and reviewing assessments to ensuring timely tax payments. Faced with the daunting prospect of outsourcing their entire department, they sought an alternative that could accommodate their unique situation.

Our Strategy:

In close collaboration, Industrial Tax Consulting (ITC) and the client devised a bespoke co-sourcing solution. This innovative approach allowed the client to keep essential resources in-house while outsourcing non-core tasks — such as mail handling, printing, and mailing of returns — to our specialized managed services team.

The Outcome:

Utilizing ITC’s support in data-entry and administrative tasks enabled the client to focus their internal expertise on critical areas of their operation. This synergy not only maintained but enhanced operational transparency and efficiency, optimizing the client’s resource utilization without compromising on the quality or timeliness of tax-related processes.

Ready to Transform? Your Consultation Awaits.

Alabama

Lien Date – October 1 of prior year

Real Property Information

  • Assessment Notice Issue Date:  Late March thru July
  • Appeal Deadline: Late April – August; Varies by jurisdiction (April-August); 30 days from notice of value (NOV)

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: October 1 
  • Single Payment Due (Delinquent Date): December 31

Personal Property Information

  • Assessment Notice Issue Date: April 1
  • Appeal Deadline: May 1
  • Rendition Date: December 31 of prior year

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: October 1
  • Single Payment Due (Delinquent Date): December 31

Arizona

Lien Date – January 1   

Real Property Information

  • Assessment Notice Issue Date: January 1
  • Appeal Deadline: April 24
  • Appeal Deadline for Maricopa and Pima: April 2

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: September 1
  • Single Payment Due (Delinquent Date): December 31
  • First Installment Due (Delinquent Date): November 1
  • Second Installment Due (Delinquent Date): May 1

Personal Property Information

  • Assessment Notice Issue Date: July 1
  • Appeal Deadline: July 20
  • Rendition Date: April 1

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: September 1
  • Single Payment Due (Delinquent Date): November 1

Arkansas

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date: July 15
  • Appeal Deadline:
  • August 19; A petition/letter must be received, and hearing date be scheduled by the third Monday in August (BOE) 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: March 1
  • Single Payment Due (Delinquent Date): October 15, single and 3rd installment.
  • First Installment Due (Delinquent Date): April 16
  • Second Installment Due (Delinquent Date): July 15 

Personal Property Information 

  • Assessment Notice Issue Date: August 1
  • Appeal Deadline: August 15
  • Rendition Date: May 31

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: March 1
  • Single Payment Due (Delinquent Date): October 10

California

Lien Date: January 1   

Real Property Information

Assessment Notice Issue Date: July 1

Appeal Deadline: September 15 or November 30. Varies per jurisdiction; September 15 or November 30 for 2021. The counties with September 16 deadline are the following: Alameda, Alpine, Inyo, Kings, Placer, San Francisco, San Luis Obispo, Santa Clara, Sierra, and Ventura. An appeal must be filed between July 2 and either September 15 or November 30 (depending on county). With the exception of Supplemental and Escape, the deadline to file is 60 days from the date of the notice.

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued: October 1
  • Single Payment Due (Delinquent Date): Date Not Applicable
  • First Installment Due (Delinquent Date): December 10
  • Second Installment Due (Delinquent Date): April 10 

Personal Property Information

  • Assessment Notice Issue Date: June 30
  • Appeal Deadline: September 15
  • Rendition Date: April 1 – No penalties for extensions filed by May 7

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: June 1
  • Single Payment Due (Delinquent Date): August 31

Colorado

Lien Date: January 1

Real Property Information

  • Assessment Notice Issue Date: May 1
  • Appeal Deadline: June 1

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: January 1
  • Single Payment Due (Delinquent Date): April 30
  • First Installment Due (Delinquent Date): February 28
  • Second Installment Due (Delinquent Date): June 15

Personal Property Information 

  • Assessment Notice Issue Date: May 1
  • Appeal Deadline: July 30
  • Rendition Date: April 15

Connecticut

Lien Date – October 1

Real Property Information 

  • Assessment Notice Issue Date: February 1
  • Appeal Deadline: February 20; Recommended to appeal informally prior to the February 20, 2021 deadline for revaluations. Appeals must be delivered to the assessors’ office by February 20, 2021; not a postmark date.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: July 1
  • Single Payment Due (Delinquent Date): July 1
  • First Installment Due (Delinquent Date) : July 1
  • Second Installment Due (Delinquent Date): October 1

Personal Property Information

  • Assessment Notice Issue Date: February 1
  • Appeal Deadline: February 20
  • Rendition Date: November 1  

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: July 1
  • Single Payment Due (Delinquent Date): July 1
  • First Installment Due (Delinquent Date): July 1
  • Second Installment Due (Delinquent Date): October 1

Delaware

Lien Date: January 1

Real Property Information

  • Assessment Notice Issue Date: January 1
  • Appeal Deadline: January 31, March 15, and April 1; Varies by jurisdiction

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: July 1
  • Single Payment Due (Delinquent Date): September 30
  • First Installment Due (Delinquent Date): September 30

Personal Property Information

  • Personal Property is not taxable in Delaware.

Florida

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date: August 1
  • Appeal Deadline: September 1; 25 days from notice; TRIM notices are mailed starting August 1 with each county sending notices based on the ability to send out all notices. Appeal deadlines usually fall within the first three weeks of September based on 25 days from the mailing of the TRIM notices.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: November 1
  • Single Payment Due (Delinquent Date): March 31

Personal Property Information

  • Assessment Notice Issue Date: August 10
  • Appeal Deadline: September 1
  • Rendition Date: April 1 

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: November 1

Single Payment Due (Delinquent Date): November 30

Georgia

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date: April – June
  • Appeal Deadline: May – August; Varies by jurisdiction (May 15–August 15); 45 days from date of initial notice; 30 days from date of appeal decision

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: September 1
  • Single Payment Due (Delinquent Date): October 31
  • First Installment Due (Delinquent Date): September 15
  • Second Installment Due (Delinquent Date): November 15

Personal Property Information

  • Assessment Notice Issue Date: April 15
  • Appeal Deadline: June 1
  • Rendition Date: April 1  

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: July 1
  • Single Payment Due (Delinquent Date): August 15

Hawaii

Hawaii County (The Big Island) and Maui

  • Lien Date: January 1

Real Property Information

  • Assessment Notice Issue Date: March 15
  • Appeal Deadline: April 9; Appeals must be filed by April 9 preceding the tax year. The assessments are revalued at market value annually. The primary approach to value is the cost approach with some consideration given to the comparable sales approach to value.   

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: July 20
  • Single Payment Due (Delinquent Date): August 20
  • First Installment Due (Delinquent Date) : August 20
  • Second Installment Due (Delinquent Date): February 20

Personal Property Information

  • Personal Property is not taxable in Hawaii.  

Hawaii, Honolulu City and County

  • Lien Date: October 1

Real Property Information 

  • Assessment Notice Issue Date: December 15
  • Appeal Deadline: January 15

Hawaii, Kauai

  • Lien Date: October 1 

Real Property Information

  • Assessment Notice Issue Date: December 1
  • Appeal Deadline: December 31

Idaho

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date June 1
  • Appeal Deadline June 28; All counties in Idaho follow the same schedule for notices and appeals.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 1
  • Single Payment Due (Delinquent Date) December 20
  • First Installment Due (Delinquent Date) December 20
  • Second Installment Due (Delinquent Date) June 20

Personal Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 15
  • Rendition Date March 1  

Personal Property Tax Bill Payment Information

  • Tax Bill Issued November 1
  • Single Payment Due (Delinquent Date) December 20
  • First Installment Due (Delinquent Date) December 20
  • Second Installment Due (Delinquent Date) June 20 of the following year

Illinois

Lien Date – January 1   

Real Property Information

  • Assessment Notice Issue Date May–October
  • Appeal Deadline May–October; May–December appeal deadline is 30 days after publication; 30 days from notice date; varies by jurisdiction   

Real Estate Tax Bill Payment Information

  • Tax Bills Issued May 1
  • Single Payment Due (Delinquent Date) June 1
  • First Installment Due (Delinquent Date) June 1
  • Second Installment Due (Delinquent Date) September 1

Personal Property Information

Personal Property is not taxable in Illinois.  

  • Illinois, Cook County
  • Lien Date January 1

Real Property Information

  • Assessment Notice Issue Date January 1
  • Appeal Deadline March 1; Varies by township; March–November. Under the waiver, interest penalties for late payments of the first installment 2020 taxes, which are due March 2, 2021, will now be postponed until May 3, 2021, and the second installment 2020 taxes, which are due August 2, 2021, will now be postponed until October 1, 2021.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued February 1 and July 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) March 1
  • Second Installment Due (Delinquent Date) August 1

Personal Property Information

  • Personal Property is not taxable in Illinois. 

Indiana

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date April 30
  • Appeal Deadline June 15; Assessments issued at different times throughout the year and vary by jurisdiction. Appeal deadline is always June 15. 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued April 1
  • Single Payment Due (Delinquent Date) May 10
  • First Installment Due (Delinquent Date) May 10
  • Second Installment Due (Delinquent Date) November 10

Personal Property Information

  • Assessment Notice Issue Date October 1
  • Appeal Deadline November 15
  • Rendition Date May 15

Personal Property Tax Bill Payment Information

  • Tax Bill Issued April 10
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) May 10 of the following year
  • Second Installment Due (Delinquent Date) November 10 of the following year

Iowa

Lien Date – January 1   

Real Property Information 

  • Assessment Notice Issue Date April 1
  • Appeal Deadline April 30; Varies by jurisdiction. Property valuation change as of January 1 in an odd year must be provided to taxpayers by mail by April 1 of the odd year. Taxpayers can petition the BOR and appeal the valuation from April 2–30 in the odd year. If the assessor implements a change of value as of January 1 in an even year, the petition can be filed between April 2–30 in the even year. 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued July 1
  • Single Payment Due (Delinquent Date) September 30
  • First Installment Due (Delinquent Date) September 30
  • Second Installment Due (Delinquent Date) March 31

Personal Property Information

  • Personal Property is not taxable in Iowa.

Kansas

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date March 1
  • Appeal Deadline March 31; Informal appeal due 30 days from notice date; an appeal of the informal decision must be filed to the Court of Tax Appeals (COTA) within 30 days of the date on the result notice.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 15
  • Single Payment Due (Delinquent Date) December 20
  • First Installment Due (Delinquent Date) December 20
  • Second Installment Due (Delinquent Date) May 10 

Personal Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 15
  • Rendition Date March 15

Personal Property Tax Bill Payment Information

  • Tax Bill Issued Nov. 1
  • Single Payment Due (Delinquent Date) N/A
  • First Installment Due (Delinquent Date) Dec. 20
  • Second Installment Due (Delinquent Date) May 10 of the following year

Kentucky

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date April 19
  • Appeal Deadline May 17;  If there is a change in value, NOV will be issued in late April. If there is a change in value, an NOV will be issued in late April. The formal appeal deadline is the third Monday in May; however, to file a formal appeal to the BOAA, an informal conference must be held with the county during the two weeks prior to the formal appeal deadline (inspection period). This two-week inspection period begins on the first Monday in May.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued October 1
  • Single Payment Due (Delinquent Date) December 31
  • First Installment Due (Delinquent Date) November 30
  • Second Installment Due (Delinquent Date) February 28

Personal Property Information

  • Assessment Notice Issue Date September 1
  • Appeal Deadline November 15
  • Rendition Date May 15

Personal Property Tax Bill Payment Information

  • Tax Bill Issued September 1
  • Single Payment Due (Delinquent Date) December 31

Louisiana

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date Varies by parish; August 1–September 15 (exception is Orleans parish is on July 15)
  • Appeal Deadline Varies by parish, August 15–September 30; An assessment can be reviewed informally within the 15-day business day “open roll” period. If a formal appeal is needed, the filing deadline is 10 days before the scheduled Board hearing. If needed, an appeal to the Louisiana Tax Commission can be made. This is due 10 days after receipt of the written Board ruling.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 1
  • Single Payment Due (Delinquent Date) December 31

Personal Property Information 

  • Assessment Notice Issue Date August 1
  • Appeal Deadline August 15
  • Rendition Date April 1

Personal Property Tax Bill Payment Information

  • Tax Bill Issued November 1
  • Single Payment Due (Delinquent Date) December 31

Maine

Lien Date: April 1  

Real Property Information

  • Assessment Notice Issue Date July 1
  • Appeal Deadline January 1; 185 days from the commitment date; 60 days from assessors’ decision.  

Real Estate Tax Bill Payment Information

  • Tax Bills Issued July 1
  • Single Payment Due (Delinquent Date) September 1
  • First Installment Due (Delinquent Date) September 1
  • Second Installment Due (Delinquent Date) March 1

Personal Property Information

  • Assessment Notice Issue Date June 1
  • Appeal Deadline January 1
  • Rendition Date April – May. Varies by jurisdiction.

Personal Property Tax Bill Payment Information

  • Tax Bill Issued July 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) September 15
  • Second Installment Due (Delinquent Date) March 15 of the following year

Maryland

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date January 1
  • Appeal Deadline December 31 or February 10; Triennial cycle with 1/3 of the properties re-assessed each year. December 31 appeal deadline for off-cycle properties. Notices issued in late December for in-cycle properties with a lien date of January 1. Appeal deadline for in-cycle properties is in February. No notice issued for off-cycle properties.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued July 1
  • Single Payment Due (Delinquent Date) September 30
  • First Installment Due (Delinquent Date) September 30
  • Second Installment Due (Delinquent Date) December 31

Personal Property Information

  • Assessment Notice Issue Date September 1
  • Appeal Deadline November 15
  • Rendition Date April 15

Personal Property Tax Bill Payment Information

  • Tax Bill Issued August 15
  • Single Payment Due (Delinquent Date) September 30

Massachusetts

Lien Date – October 1 of prior year

Real Property Information 

  • Assessment Notice Issue Date January 1
  • Appeal Deadline February 1; Decisions from the Board of Assessors can be appealed within three (3) months of the decision date.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued January 1
  • Single Payment Due (Delinquent Date) January 1
  • First Installment Due (Delinquent Date) August 1
  • Second Installment Due (Delinquent Date) November 1

Personal Property Information

  • Assessment Notice Issue Date December 30
  • Appeal Deadline February 1
  • Rendition Date March 1   

Personal Property Tax Bill Payment Information

  • Tax Bill Issued July 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) August 1
  • Second Installment Due (Delinquent Date) November 1

Michigan

Lien Date: December 31 of prior year

Real Property Information

  • Assessment Notice Issue Date February 15
  • Appeal Deadline May 31; Tribunal Deadline = May 31; Petitions filed with the local board during March, with decisions in March/April

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued July 1 and November 1
  • Single Payment Due (Delinquent Date) September 14 (Summer); February 14 (Winter)

Personal Property Information

  • Assessment Notice Issue Date February 15
  • Appeal Deadline March 10
  • Rendition Date February 20

Personal Property Tax Bill Payment Information

  • Tax Bill Issued July 1 – Summer
  • Single Payment Due (Delinquent Date) September 14 (Summer) – February 14 (Winter
  • Michigan, Winter
  • Lien Date January 1

Personal Property Tax Bill Payment Information

  • Tax Bill Issued November 1 – Winter
  • Single Payment Due (Delinquent Date) December 15 or February 14

Minnesota

Lien Date: January 2 of prior year

Real Property Information

  • Assessment Notice Issue Date March 1
  • Appeal Deadline April 30; Appeal deadline for current pay value is always April 30. City/County Boards of Equalization for the following year pay value = March-April. Objections filed with the assessor or county board; June hearing if not resolved.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued April 1
  • Single Payment Due (Delinquent Date) May 15
  • First Installment Due (Delinquent Date) May 15
  • Second Installment Due (Delinquent Date) October 15

Personal Property Information

  • Personal Property is not taxable in Minnesota.  

Mississippi

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date July 1
  • Appeal Deadline August 1; Appeals filed to the Board of Supervisors by first Monday in August. 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued December 1
  • Single Payment Due (Delinquent Date) January 31   

Personal Property Information 

  • Assessment Notice Issue Date June 1
  • Appeal Deadline July 31
  • Rendition Date April 1

Personal Property Tax Bill Payment Information

  • Tax Bill Issued November 1
  • Single Payment Due (Delinquent Date) February 1 of the following year

Missouri

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date April 1 
  • Appeal Deadline July 13; Varies by county; Most fall around mid-July (second Monday in July); Appeal to State Tax Commission (STC) 30 days after the BOE notice or September 30. Note: Informal deadlines vary drastically with BOE deadlines, ranging from late June to mid-July

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 1
  • Single Payment Due (Delinquent Date) December 31 

Personal Property Information 

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 15
  • Rendition Date March 1; April 1 – St. Louis city

Personal Property Tax Bill Payment Information

  • Tax Bill Issued November 1
  • Single Payment Due (Delinquent Date) December 31

Montana

Lien DateJanuary 1

Real Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 1; 30 days from NOV; Protests filed with the county board by June 30

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 1
  • Single Payment Due (Delinquent Date) November 30
  • First Installment Due (Delinquent Date) November 30
  • Second Installment Due (Delinquent Date) May 31

Personal Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 6
  • Rendition Date January 31 (30 days from receipt of form)

Personal Property Tax Bill Payment Information

  • Tax Bill Issued May 1
  • Single Payment Due (Delinquent Date) June 30
  • First Installment Due (Delinquent Date) November 30
  • Second Installment Due (Delinquent Date) May 31 of the following year

Nebraska

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date June 1
  • Appeal Deadline June 30; All appeals must go through an attorney.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued December 20
  • Single Payment Due (Delinquent Date) March 31
  • First Installment Due (Delinquent Date) March 31
  • Second Installment Due (Delinquent Date) July 31

Personal Property Information

  • Assessment Notice Issue Date June 1
  • Appeal Deadline June 30
  • Rendition Date May 1 

Personal Property Tax Bill Payment Information

  • Tax Bill Issued December 1
  • Single Payment Due (Delinquent Date) Date Not Applicable 
  • First Installment Due (Delinquent Date) March 31 of the following year
  • Second Installment Due (Delinquent Date) July 31 of the following year

Nevada

Lien Date: July 1

Real Property Information

  • Assessment Notice Issue Date December 15
  • Appeal Deadline January 15; While January 15 of the current calendar is the filing deadline for appeal submission, Supplemental noticed sites which carry a DOV of July 1, will carry an appeal filing deadline of the following January 15. 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued July 15
  • Single Payment Due (Delinquent Date) September 30
  • First Installment Due (Delinquent Date) August 15
  • Second Installment Due (Delinquent Date) October 1

Personal Property Information

  • Assessment Notice Issue Date October 1
  • Appeal Deadline January 15 of the following year
  • Rendition Date July 31   

Personal Property Tax Bill Payment Information

  • Tax Bill Issued September 1
  • Single Payment Due (Delinquent Date) October 1

New Hampshire

Lien Date: April 1

Real Property Information

  • Assessment Notice Issue Date October 1
  • Appeal Deadline March 1; September 1 deadline to appeal any abatement application decision to either the New Hampshire Board of Tax and Land Appeals or Superior Court, but not both.   

Real Estate Tax Bill Payment Information

  • Tax Bills Issued May 15
  • Single Payment Due (Delinquent Date) July 1
  • First Installment Due (Delinquent Date) July 1
  • Second Installment Due (Delinquent Date) December 1

Personal Property Information

  • Personal Property is not taxable in New Hampshire.

New Jersey

Lien Date: October 1

Real Property Information

  • Assessment Notice Issue Date January 30
  • Appeal Deadline April 1; 30 days from NOV; May 1 for communities in re-evaluation 

Real Estate Tax Bill Payment Information

  • Tax Bills Issued July 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) February 1
  • Second Installment Due (Delinquent Date) May 1

Personal Property Information

  • Personal Property not taxable in New Jersey.

New Mexico

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date March 31
  • Appeal Deadline April 15; 30 days from NOV mailing all NOVs must be out by April 1 per state statute

Real Estate Tax Bill Payment Information

  • Tax Bills Issued November 1
  • Single Payment Due (Delinquent Date) December 10
  • First Installment Due (Delinquent Date) December 10
  • Second Installment Due (Delinquent Date) May 10   

Personal Property Information

  • Assessment Notice Issue Date April 1
  • Appeal Deadline April 30 – June 30; Varies
  • Rendition Date February 28 or last day of February

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued November 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) December 10
  • Second Installment Due (Delinquent Date) May 10 of the following year

New York

New York, Excludes NYC Boroughs

Lien Date January 5

New York, Excludes NYC Boroughs

Real Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline May 20; 30 days from notice date; dates vary by jurisdiction

Real Estate Tax Bill Payment Information

  • Tax Bills Issued January 1
  • Single Payment Due (Delinquent Date) January 31

Personal Property Information

  • Personal Property not taxable in New York.  
  • New York City Boroughs & Nassau
  • Lien Date January 5  

Real Property Information

  • Assessment Notice Issue Date January 15
  • Appeal Deadline March 1 

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued June 1. Varies by jurisdiction.
  • Single Payment Due (Delinquent Date) July 1
  • First Installment Due (Delinquent Date) July 1
  • Second Installment Due (Delinquent Date) September 30

Personal Property Information

  • Personal Property not taxable in New York. 

North Carolina

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date January 1
  • Appeal Deadline March 31; 30 days after mailing of value notice with the first informal deadline of March 31.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued August 1
  • Single Payment Due (Delinquent Date) Jan. 5

Personal Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline September 1
  • Rendition Date Jan. 31

Personal Property Tax Bill Payment Information

  • Tax Bill Issued August 1
  • Single Payment Due (Delinquent Date) Jan. 5 of the following year

North Dakota

Lien Date: February 1

Real Property Information

  • Assessment Notice Issue Date April 1
  • Appeal Deadline November 1; Township BOE = First Monday in April; City BOE = Second Tuesday in April. Formal Appeal – File an Abatement to the County Auditor by November 1 of the year following the year when taxes are due. Retroactive appeals are possible, for example, by November 1, 2021, we can file for 2019, 2020, and 2021.

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued December 1
  • Single Payment Due (Delinquent Date) February 15
  • First Installment Due (Delinquent Date) March 1
  • Second Installment Due (Delinquent Date) October 15

Personal Property Information

  • Personal Property not taxable in North Dakota.

Ohio

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date December 23
  • Appeal Deadline March 31; Informal appeal deadline for counties when it is in a sexennial year (varies by county).

Real Estate Tax Bill Payment Information

  • Tax Bills Issued December 23
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) January 20
  • Second Installment Due (Delinquent Date) June 20

Personal Property Information

  • Personal Property is not taxable in Ohio.

Pennsylvania

Lien Date: January 1 

Real Property Information 

  • Assessment Notice Issue Date July 1
  • Appeal Deadline July 31 or August 3, varies by county; varies by jurisdiction; typically 30 days from the first tax payment due date. For most third class counties: August 1 (primary deadline). For other counties: September 1. No notice is issued unless value has changed.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued January 1
  • Single Payment Due (Delinquent Date) February 1 – December 30. 
  • Varies by jurisdiction. Majority of bills due March 31 and April 30.

Personal Property Information

Personal Property not taxable in Pennsylvania. 

  • Pennsylvania, Allegheny
  • Lien Date January 1 of prior year  

Real Property Information

  • Assessment Notice Issue Date January 1
  • Appeal Deadline March 31

Real Estate Tax Bill Payment Information

  • Tax Bills Issued January 1
  • Single Payment Due (Delinquent Date) March 31

Personal Property Information

  • Personal Property not taxable in Pennsylvania.

Rhode Island

Lien Date: December 31  

  • Real Property Information

    • Assessment Notice Issue Date July 1
    • Appeal Deadline October 1; Varies October–December; 90 days after first payment due date; 90 days from the notice.   

    Real Estate Tax Bill Payment Information 

    • Tax Bills Issued June 15
    • Single Payment Due (Delinquent Date) Date Not Applicable
    • First Installment Due (Delinquent Date) July 15
    • Second Installment Due (Delinquent Date) October 15

    Personal Property Information

    • Assessment Notice Issue Date June 1
    • Appeal Deadline August 31; 90 days from notice
    • Rendition Date January 31

    Personal Property Tax Bill Payment Information

    • Tax Bill Issued June 15
    • Single Payment Due (Delinquent Date) Date Not Applicable
    • First Installment Due (Delinquent Date) July 15
    • Second Installment Due (Delinquent Date) October 15

South Carolina

Lien Date: December 31

Real Property Information

  • Assessment Notice Issue Date March 1
  • Appeal Deadline January 15; 90 days from the notice; non-reval counties will not receive notices, but appeal is based on tax bill value and due by January 15 of the following year.  

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued October 15
  • Single Payment Due (Delinquent Date) January 15  

Personal Property Information

  • Assessment Notice Issue Date August 1
  • Appeal Deadline October 31
  • Rendition Date April 30 or 120 days from fiscal close date

Personal Property Tax Bill Payment Information

  • Tax Bill Issued December 1
  • Single Payment Due (Delinquent Date) January 15 of the following year

South Dakota

Lien Date: January 1 

Real Property Information 

  • Assessment Notice Issue Date March 1
  • Appeal Deadline March 15 and April 2; If property is locally owned, the appeal deadline is March 22 (Thursday proceeding the third Monday in March); if the property is not locally owned, appeal deadline is first Tuesday in April.

Real Estate Tax Bill Payment Information

  • Tax Bills Issued January 1
  • Single Payment Due (Delinquent Date) April 30
  • First Installment Due (Delinquent Date) April 30
  • Second Installment Due (Delinquent Date) October 31  

Personal Property Information

  • Personal Property in not taxable in South Dakota.

Tennessee

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date May 1
  • Appeal Deadline June 1; 30 days from notice date or by June 1. Davidson and Shelby County are June 15 and June 30 respectively   

Real Estate Tax Bill Payment Information

  • Tax Bills Issued October 15
  • Single Payment Due (Delinquent Date) February 28   

Personal Property Information 

  • Assessment Notice Issue Date April 1
  • Appeal Deadline May 15
  • Rendition Date March 1 

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued October 1
  • Single Payment Due (Delinquent Date) February 28 of the following year

Texas

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date: April 15
  • Appeal Deadline: May 15; Later of May 15 or 30 days after notice; 60 days from Notice of Determination (NOD) to file litigation   

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued: October 1
  • Single Payment Due (Delinquent Date): January 31
  • First Installment Due (Delinquent Date): November 30
  • Second Installment Due (Delinquent Date): June 30   

Personal Property Information

  • Assessment Notice Issue Date: May 1
  • Appeal Deadline: Later of June 1 or 30 days from notice
  • Rendition Date: April 15 

Personal Property Tax Bill Payment Information

  • Tax Bill Issued: October 1
  • Single Payment Due (Delinquent Date): January 31 of the following year

Utah

Lien Date: January 1 

Real Property Information 

  • Assessment Notice Issue Date August 1
  • Appeal Deadline September 15 or 45 days from notice   

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued October 1
  • Single Payment Due (Delinquent Date) November 30   

Personal Property Information 

  • Assessment Notice Issue Date June 1
  • Appeal Deadline July 1
  • Rendition Date May 15; except Salt Lake City   

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued May 1
  • Single Payment Due (Delinquent Date) May 15

Vermont

Lien Date: April 1   

Real Property Information

  • Assessment Notice Issue Date May 15
  • Appeal Deadline May 29; Assessors send out notices starting in May, but only when there is a change in the value. Jurisdictions release assessment over (about) a three-month timeframe. Grievances must be filed with the Lister (Assessor) within 14 days of the notice. An appeal to the Board of Civil Authority must be done within 14 days of the Lister’s decision.   

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued July 1
  • Single Payment Due (Delinquent Date) August 15
  • First Installment Due (Delinquent Date) August 15
  • Second Installment Due (Delinquent Date) November 15   

Personal Property Information 

  • Assessment Notice Issue Date May 1
  • Appeal Deadline May 20
  • Rendition Date April 20   

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued July 1
  • Single Payment Due (Delinquent Date) August 15
  • First Installment Due (Delinquent Date) August 15
  • Second Installment Due (Delinquent Date) November 15

Virginia

Lien Date: January 1 

Real Property Information 

  • Assessment Notice Issue Date March 1
  • Appeal Deadline April 1; 15–30 days from notice date; varies by jurisdiction  

Real Estate Tax Bill Payment Information

  • Tax Bills Issued October 1
  • Single Payment Due (Delinquent Date) December 5
  • First Installment Due (Delinquent Date) June 6
  • Second Installment Due (Delinquent Date) December 5   

Personal Property Information 

  • Assessment Notice Issue Date March 1
  • Appeal Deadline April 1
  • Rendition Date April 15, but can vary by jurisdiction   

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued April 1
  • Single Payment Due (Delinquent Date) May 1

Washington

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date June 1
  • Appeal Deadline July 1; May 1 – December 30 is the typical window when notices can be expected. Appeal Deadlines vary with counties, either 30 or 60 days following Value Change Notice mail date.    

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued February 10
  • Single Payment Due (Delinquent Date) April 30
  • First Installment Due (Delinquent Date) April 30
  • Second Installment Due (Delinquent Date) October 31   

Personal Property Information

  • Assessment Notice Issue Date October 15
  • Appeal Deadline July 1
  • Rendition Date April 30   

Personal Property Tax Bill Payment Information

  • Tax Bill Issued February 1
  • Single Payment Due (Delinquent Date) April 30
  • First Installment Due (Delinquent Date) April 30
  • Second Installment Due (Delinquent Date) October 31

Washington D.C.

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date March 1
  • Appeal Deadline April 1; Prior year-end financial/rent roll information is required to be filed by April 15   

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued March 1
  • Single Payment Due (Delinquent Date) March 31
  • First Installment Due (Delinquent Date) March 31
  • Second Installment Due (Delinquent Date) September 15   

Personal Property Information 

  • Assessment Notice Issue Date July 1
  • Appeal Deadline July 31
  • Rendition Date July 31   

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued July 1
  • Single Payment Due (Delinquent Date) July 31 of prior year

West Virginia

Lien Date: July 1 of prior year

Real Property Information 

  • Assessment Notice Issue Date January 1
  • Appeal Deadline February 1; 60 days from notice date; issue dates vary annually and by jurisdiction.   

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued July 15
  • Single Payment Due (Delinquent Date) September 30
  • First Installment Due (Delinquent Date) September 30
  • Second Installment Due (Delinquent Date) March 31   

Personal Property Information 

  • Assessment Notice Issue Date January 1
  • Appeal Deadline January 31
  • Rendition Date August 1 (Industrial); September 1 (Commercial)  

Personal Property Tax Bill Payment Information

  • Tax Bill Issued August 1
  • Single Payment Due (Delinquent Date) Date Not Applicable
  • First Installment Due (Delinquent Date) September 30
  • Second Installment Due (Delinquent Date) March 31 of the following year

Wisconsin

Lien Date: January 1 

Real Property Information 

  • Assessment Notice Issue Date April 1
  • Appeal Deadline May 8; Varies by jurisdiction (April 30–September 30); 30 days from notice date  

Real Estate Tax Bill Payment Information 

  • Tax Bills Issued November 15
  • Single Payment Due (Delinquent Date) January 31
  • First Installment Due (Delinquent Date) January 31
  • Second Installment Due (Delinquent Date) July 31   

Personal Property Information

  • Assessment Notice Issue Date April 1
  • Appeal Deadline May 1
  • Rendition Date March 1   

Personal Property Tax Bill Payment Information

  • Tax Bill Issued December 1
  • Single Payment Due (Delinquent Date) January 31 of the following year

Wyoming

Lien Date: January 1 

Real Property Information

  • Assessment Notice Issue Date: April 1
  • Appeal Deadline: May 1; 30 days from notice date   

Real Estate Tax Bill Payment Information

  • Tax Bills Issued: September 1
  • Single Payment Due (Delinquent Date): November 10
  • First Installment Due (Delinquent Date): November 10
  • Second Installment Due (Delinquent Date): May 10   

Personal Property Information 

  • Assessment Notice Issue Date: April 1
  • Appeal Deadline: May 1
  • Rendition Date: March 1 

Personal Property Tax Bill Payment Information 

  • Tax Bill Issued: October 1
  • Single Payment Due (Delinquent Date): November 10
  • First Installment Due (Delinquent Date): November 10
  • Second Installment Due (Delinquent Date): May 10 of the following year

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

Name(Required)

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

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

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

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.

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

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

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

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

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

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
ITC Logo

Complimentary Consultation