An overview of Property Tax Assistance Co. Inc. and how we work to save your business money.

1. Property Tax Assistance Co., Inc.

2. “The Mission and objective of Property Tax
Assistance Company, Inc., is to ensure that our
clients pay the lowest amount of tax required by
law-not a penny more than their fair share.”

3. Property Tax Assistance Co., Inc.
Office Locations:
- Bellflower, Southern California
- Walnut Creek, Northern California

4. David L. Gangloff Sr.
Founder-1975
• Pioneer in Personal Property
Representation
• Represented numerous clients in the
State of California, as well as 20 other
states and the District of Columbia
• Instrumental in changing software to
non-taxable personal property.
• Served on the corporate tax staff on
such companies as Georgia Pacific,
Purex Corporation, McDonnell Douglas
and California Computer Products as
Director of Taxes

5. David L. Gangloff Jr.
President
• Speaker at professional associations
• Appointed to the Institute for
Professionals in Taxation 2005
Advanced Property Tax Education
Committee.
• Instructor at the IPT’s, Advanced
Personal Property Tax School
• Member of the California State Bar
• Published Attorney

6. Sean P. Keegan
Vice President
• Property Tax Representation since 1988
• Expertise in semiconductor, printed
circuit board, aerospace/military
component manufacturing, CD/DVD
mfg, music recording, audio / video post
production & real estate.
• Member IPT, SAA
• Law School Graduate

7. Ronald W. Gangloff, Esq.
Vice President
• Property tax representation since 1988
• Los Angeles County Assessment Appeals
Board, has declared Ron an “Expert In
Taxation”
• Worked with CalTax in the re-writing of
the Assessors handbooks.
• California Real Estate Broker
• Member of: California State Bar, SAA

8. Firm Experience
NAMES
David L. Gangloff Sr., BS, JD
David L. Gangloff Jr. Esq.
Ron W. Gangloff, Esq.
Sean Keegan, BS, JD
Arthur E. Bennett, CMI
Gilbert Arciba, BS
Shelley Battistoni
Kris Chacko, BS, JD
YEARS OF EXPERIENCE
40
27
23
23
40
12
12
17

9. Firm Experience Cont.
NAMES
Linda Offringa, BS
J.P. Patel CPA
Albert Zamarripa, BS
Linda Boehme
Travis Carlson
Aaron Smith
YEARS OF EXPERIENCE
25
21
16
40
5
5

10. 300+ Years of Experience
Areas of Taxation Include
◦ Real Estate
◦ Business Personal Property
◦ Sales and Use Tax
◦ Direct Assessments and Incentives

11. How Do We Get Paid?
• We work primarily on contingency
• Splitting any refunds or tax savings we can effect.
• We absorb all costs
– Travel
– Witness fees
– Appraisals
• We can also offer a “menu plan” approach to our
fee structure to provide flexibility, dependent
upon our clients preference towards fixed fee
per diem, fixed fee plus contingency or total
contingency.

12. Benefits to Our Clients
• Reductions and/or Savings in your taxes
• Possible future savings
• Peace of mind for you and your share
holders
• Independent third party validation of
values to assure the accuracy of your
assessments

13. Who Are Our Clients?
• From Healthcare to Ski Resorts
• Medium firms to Fortune 500’s.
• We have the expertise and experience
to secure reductions in most any
industry.
• Many companies are too constrained by
time, staffing or in house expertise to
do a detailed review.

14. Starting the Process
• Execute an engagement contract
• Collect the required paper work.
• Including
– Contracts
– Agencies
– Tax Bills
– 571L (Business Property Statement)
– Audit Papers
– Fixed Asset Detail
• (Preferably electronic media)
• Let’s get started with our analysis!

15. Touring the Facility
• Reviewing real and personal property data and then touring the facility
• Allows us to become more focused on relevant property issues
• Identify tax savings opportunities

16. Are You Being Treated Fairly?
• File an Appeal (if warranted)
• Prepare all documents
• Present to Assessor
• Attempt to resolve informally
• If satisfaction is not obtained, we
will represent you at the
Assessment Appeals Board

17. The Benefits of a Second Review
• Fresh Approach
• New Opinions
• New Eyes-New Issues
• Experience and Expertise
• There is a great deal of value in an independent 3rd party
evaluation

18. What Sets Our Company
Apart?

19. PTA vs. The Competition
• Established in 1975, 40 years of client service
• Longer than most providers, larger firms started their practice in
the late 1980’s
• We have proven experience by working with thousands of
businesses
• Pioneered many valuation techniques to meet the unique needs of
our clients
• Developed professional well respected relationships with the local
taxing authorities throughout California and the U.S.

20. PTA’s Experience
• Highly successful at , Reviewing,
Analyzing, Appealing and Reducing
State and Local Taxes
• We have represented many
different Industries
• Developed a vast database of many
successful cases to draw from

21. Expertise That Counts
• We are unique because we are large
enough to have in-house expertise
and small enough to give individual
attention to our clients
• We Employ Accomplished Seasoned
Professionals
- Former Corporate Tax Directors
- Former Assessors
- Appraisers
- State Auditors
- Published Attorneys

22. Client Testimonials
“The decision to outsource 36 states to your
firm has saved us not only time, but has also
saved us money.”
– Charles Schwab and Company
“Your knowledge and expertise in dealing with
the county extends beyond that of the typical
taxpayer, and was invaluable in identifying and
securing the savings.”
John Besser, Controller
– Quest Diagnostics

23. Client Testimonials Cont.
“…As a real estate company, property taxes comprise of a
disproportionately high percentage of our operating
costs…We appreciate the expertise, attention and sense of
urgency that you consistently provide when working with
us on our real estate assessments.”
Joanne M. Lockridge, S. VP Finance
– Avalon Bay Communities
“Please be advised that Mr. Michael Barton has
represented Lawrence Welk’s Desert Oasis since 1996. His
efforts on our behalf have provided tax savings in excess of
$300,000 per year over the last ten years. We at LWDO
are pleased to recommend Mr. Barton and his firm,
Property Tax Assistance Co....”
Arnold Palmer
Lawrence Welk’s Desert Oasis

24. Thank You!
Nicholas Martinez – Account Manager
Northern California
(925) 942-1004
NMartinez@property-taxes.com