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JL Gross Ad Valorem Tax Services

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JL Gross Ad Valorem Tax Services

  1. 1. Ad Valorem Tax Services Your Property Tax Solution! J.L. Gross & Company Thank You for Your Consideration!
  2. 2. JL Gross & Company <ul><li>Established in 1990 as a Property Tax Consulting Firm </li></ul><ul><li>Our Corporate Office is located at: </li></ul><ul><ul><ul><ul><li>12042 Blanco Rd, Suite 306 </li></ul></ul></ul></ul><ul><ul><ul><ul><li>San Antonio, Texas 78216 </li></ul></ul></ul></ul><ul><li>Our Ad Valorem Services include: </li></ul><ul><ul><li>Receiving and Auditing Tax Bills </li></ul></ul><ul><ul><li>Auditing and Completing Property Renditions </li></ul></ul><ul><ul><li>Reviewing accounts and establishing a Target Value for each property </li></ul></ul><ul><ul><li>Protesting properties </li></ul></ul><ul><ul><li>Establishing the case for each property </li></ul></ul><ul><ul><li>Appearing before the ARB for Informal and Formal Hearings to protest properties </li></ul></ul><ul><ul><li>Filing suit with the District Court for the appropriate cases </li></ul></ul><ul><li>All of our clients have 24-hour access to their account information through our website: www.jlgonline.com </li></ul>
  3. 3. JL Gross & Company <ul><li>Represents over 850 clients with over 6,800 properties state wide </li></ul><ul><li>Average multi-family complex: 107 properties with an average of 176 units per property </li></ul><ul><li>Service over 18,790 total units state wide </li></ul><ul><li>Represents 45 million sq. ft. of Office, Retail & Warehouse properties throughout the state of Texas </li></ul><ul><li>Average dollar volume represented per property: $4.74 million </li></ul><ul><li>Represents more than $30 million in personal property accounts </li></ul><ul><li>Represented average client 7 years </li></ul><ul><li>90% retention rate of clients from year to year </li></ul><ul><li>95% success rate in gaining tax reductions </li></ul>
  4. 4. JL Gross & Company <ul><li>Meet our People: </li></ul><ul><ul><li>Joe Gross: President </li></ul></ul><ul><ul><li>Charles Lansford: Vice-President of Computer Information Systems </li></ul></ul><ul><ul><li>Kimberly Higgins: Office Manager, Property Tax Consultant </li></ul></ul><ul><ul><li>Joe Kramer: Account Executive, Property Tax Consultant </li></ul></ul><ul><ul><li>Morgan Savage: Information Systems Programmer </li></ul></ul><ul><ul><li>Katherine Chandler: Office Administrator </li></ul></ul>
  5. 5. JL Gross & Company Joe Gross - President <ul><li>Graduated from the University of Missouri with a BS in Education </li></ul><ul><li>1975- Masters Program </li></ul><ul><li>1976- Became a Real Estate Broker </li></ul><ul><li>1975-1978- Teacher and Coach for NEISD Roosevelt High School </li></ul><ul><li>1978-1983- Owner/Broker Deanie Owens Better Homes & Gardens Residential Real Estate Office </li></ul><ul><li>1983-1985- Developed 100 garden homes in Phoenix, Arizona- Winner of the National Home Design Award Better Homes & Gardens, Gold Nugget Award for Building Design </li></ul><ul><li>1985-1990- Worked with National Property Tax Consulting Firm (Marvin F. Poer) </li></ul><ul><li>1990- Founded JL Gross & Company Ad Valorem Tax Services </li></ul><ul><li>From early 1990’s-Late 1990’s- Owner and re-developer of Multi-family apartments </li></ul>
  6. 6. JL Gross & Company Joe Gross - President <ul><li>Properties Owned by Principal Joe L. Gross : </li></ul><ul><ul><li>Whitewood Oaks Apartments : 130 unit complex with rehab budget of $570,000.00 </li></ul></ul><ul><ul><li>Crestwood Apartments : 152 unit complex with rehab budget of $1,125,000.00 </li></ul></ul><ul><ul><li>Gardenwood Apartments : 80 unit property with rehab budget of $125,000.00 </li></ul></ul><ul><li>All Properties were successfully re-developed, sold and JL Gross & Company has provided Ad Valorem Tax Services to the new owners since 1999. </li></ul><ul><li>Currently, Joe Gross is the owner of Blanco North Executive Center, a 47,000 SF office building at 12042 Blanco Rd. He is also in the process of developing a 7,000 SF office/warehouse in the De Zavala Business Park. </li></ul><ul><li>As an investor, Joe Gross knows the real estate market and has many of the same needs as our clients! </li></ul><ul><li>Directly completes and audits all ad valorem tax accounts </li></ul>
  7. 7. JL Gross & Company Registered Tax Consultants <ul><li>2005 Joined J.L. Gross & Company </li></ul><ul><li>Responsible for acquisition of new accounts and account maintenance </li></ul><ul><li>Gathers information and prepares forms for hearing process </li></ul><ul><li>Prepares data for protest hearing </li></ul><ul><li>Represents properties before the District Appraisal Review Board </li></ul><ul><li>Registered Jr. Property Tax Consultant </li></ul>Joe Kramer Account Executive Kimberly Higgins Consultant <ul><li>2002- Graduated from Austin College with BA degree </li></ul><ul><li>2000 Joined JL Gross & Company </li></ul><ul><li>Prepares Real and Personal Property Tax Renditions </li></ul><ul><li>Audits Tax Statements & Depreciation Schedules </li></ul><ul><li>Researches Tax Certificates for Title Companies </li></ul><ul><li>Responsible for Accounts Receivable and Accounts Payable </li></ul><ul><li>Registered Notary </li></ul><ul><li>Registered Jr. Property Tax Consultant </li></ul>
  8. 8. JL Gross & Company Technical Support <ul><li>2005 Joined J.L. Gross & Company </li></ul><ul><li>2001 Graduated from University of Texas San Antonio with BS in Computer Science </li></ul><ul><li>Job History </li></ul><ul><ul><li>Senior Quality Assurance Engineer for Conexant Systems, Inc. (GlobespanVirata, Intersil PRISM Wireless) </li></ul></ul><ul><ul><li>Quality Assurance Engineer for Nortel Networks (Bay Networks) </li></ul></ul><ul><li>Responsible for assisting in programming all of our data systems </li></ul><ul><ul><li>AVTMS: Ad Valorem Tax Management System </li></ul></ul><ul><ul><ul><li>Ad Valorem Tax Software to manage Client Accounts </li></ul></ul></ul><ul><ul><li>JLG Real Search </li></ul></ul><ul><ul><ul><li>Program for ordering and researching tax statements and certificates </li></ul></ul></ul><ul><li>Manages nine servers state wide for JL Gross & Company. Each server has over 100 gigabytes of valuable real estate data. </li></ul><ul><li>Hosts web pages as well as databases utilized by Title Companies throughout the state of Texas. </li></ul><ul><li>1994 Joined JL Gross & Company </li></ul><ul><li>Job History </li></ul><ul><ul><li>Database Administrator for United States Air Force </li></ul></ul><ul><ul><li>Senior Developer/Systems Engineer for Southwest Airlines </li></ul></ul><ul><li>Responsible for programming all of our data systems </li></ul><ul><ul><li>AVTMS: Ad Valorem Tax Management System </li></ul></ul><ul><ul><ul><li>Ad Valorem Tax Software to manage Client Accounts </li></ul></ul></ul><ul><ul><li>JLG Real Search </li></ul></ul><ul><ul><ul><li>Program for ordering and researching tax statements and certificates </li></ul></ul></ul><ul><li>Manages nine servers state wide for JL Gross & Company. Each server has over 100 gigabytes of valuable real estate data. </li></ul><ul><li>Hosts web pages as well as databases utilized by Title Companies throughout the state of Texas. </li></ul>Charles Lansford Vice President of Computer Information Systems Morgan Savage Developer/Systems Engineer
  9. 9. JL Gross & Company Office Administrators <ul><li>2008 Joined J.L. Gross & Company </li></ul><ul><li>Gathers information and prepares forms for hearing process </li></ul><ul><li>Prepares data for protest hearing </li></ul><ul><li>Prepares Real and Personal Property Tax Renditions </li></ul><ul><li>Audits Depreciation Schedules </li></ul><ul><li>Researches Tax Certificates for Title Companies </li></ul><ul><li>2004 Joined J.L. Gross & Company </li></ul><ul><li>Gathers information and prepares forms for hearing process </li></ul><ul><li>Prepares data for protest hearing </li></ul><ul><li>Prepares Real and Personal Property Tax Renditions </li></ul><ul><li>Audits Depreciation Schedules </li></ul><ul><li>Researches Tax Certificates for Title Companies </li></ul>Georgie Vasquez Katherine Chandler
  10. 10. JL Gross & Company The Appeals Process <ul><li>January – March: </li></ul><ul><ul><li>Evaluate property accounts to establish a Target Value for each property </li></ul></ul><ul><ul><li>Complete Real & Personal Property Tax Renditions for each property (Most renditions are due April 15 th ) </li></ul></ul><ul><li>April: </li></ul><ul><ul><li>Property Values are issued by Appraisal Districts </li></ul></ul><ul><li>April – October: </li></ul><ul><ul><li>Protest due by May 31st, or 30 days after receiving Notice of Appraised Value </li></ul></ul><ul><ul><li>Meet Informally with the Appraisal District to discuss property value </li></ul></ul><ul><ul><li>Meet Formally with Appraisal District if Target Values are not met </li></ul></ul><ul><ul><li>File Suit with District Court if Target values are not met </li></ul></ul><ul><li>October – January: </li></ul><ul><ul><li>Tax bills are issued </li></ul></ul><ul><ul><ul><li>Audit the tax bills and forward them to our clients </li></ul></ul></ul><ul><ul><ul><li>Our clients have the ability to access their tax information at any time via our real estate information system online </li></ul></ul></ul>
  11. 11. JL Gross & Company The Litigation Process <ul><li>File lawsuit against Appraisal District through attorney </li></ul><ul><li>JL Gross & Company manages the lawsuit </li></ul><ul><li>JL Gross & Company has filed over 80 lawsuit against various Appraisal Districts </li></ul><ul><li>100% success rate </li></ul><ul><li>Attorneys used: </li></ul><ul><ul><li>Mark Randolph </li></ul></ul><ul><ul><li>Hornberger Skeehan Fuller & Bieter </li></ul></ul><ul><ul><li>Paul Barkhurst </li></ul></ul><ul><ul><li>Oppenheimer, Blend, Harrison & Tate Inc. </li></ul></ul><ul><ul><li>Lori Michele </li></ul></ul><ul><ul><li>Michele Law Firm </li></ul></ul>
  12. 12. JL Gross & Company <ul><li>Bandera County </li></ul><ul><li>Bexar County </li></ul><ul><li>Brazos County </li></ul><ul><li>Cameron County </li></ul><ul><li>Comal County </li></ul><ul><li>Collin County </li></ul><ul><li>Dallas County </li></ul><ul><li>El Paso County </li></ul><ul><li>Galveston County </li></ul><ul><li>Guadalupe County </li></ul><ul><li>Harris County </li></ul><ul><li>Hays County </li></ul><ul><li>Hidalgo County </li></ul><ul><li>Kendall County </li></ul><ul><li>Lubbock County </li></ul><ul><li>Matagorda County </li></ul><ul><li>McLennan County </li></ul><ul><li>Medina County </li></ul><ul><li>Nueces County </li></ul><ul><li>Tarrant County </li></ul><ul><li>Travis County </li></ul><ul><li>Victoria County </li></ul><ul><li>Webb County </li></ul><ul><li>Williamson County </li></ul><ul><ul><li>We represent properties in counties throughout the state of Texas. Major Counties we represent include, but are not limited to: </li></ul></ul>
  13. 13. JL Gross & Company Notable Clients <ul><li>American Investment Corp. </li></ul><ul><li>BMW Auto Dealership- Lubbock </li></ul><ul><li>BMW Auto Dealership-SA </li></ul><ul><li>Volvo Auto Dealership- SA </li></ul><ul><li>Bristol Residential </li></ul><ul><li>Cavender Hill </li></ul><ul><li>Cox Communications </li></ul><ul><li>Cross & Company </li></ul><ul><li>CSA Management </li></ul><ul><li>Day’s Inn </li></ul><ul><li>Equimax Management </li></ul><ul><li>First Choice Management </li></ul><ul><li>G.E. Investment </li></ul><ul><li>Georgia-Pacific Corp </li></ul><ul><li>Glen Williams & Associates </li></ul><ul><li>Harbinger Texas Realty </li></ul><ul><li>Hawthorn Suites </li></ul><ul><li>Hill Granados Retail Partners </li></ul><ul><li>Holiday Inn Express </li></ul><ul><li>Homewood Suites Hotel </li></ul><ul><li>Howard Johnson </li></ul><ul><li>Jefferson Bank </li></ul><ul><li>Jourdanton State Bank </li></ul><ul><li>K-SAT 12 </li></ul><ul><li>Lacks Furniture </li></ul><ul><li>Lincoln Properties </li></ul><ul><li>Manhattan Realty Group </li></ul><ul><li>Montecito Apartments LP </li></ul><ul><li>Montford Management </li></ul><ul><li>Primera Properties </li></ul><ul><li>Principal Realty Group </li></ul><ul><li>R. & V. Anderson Group </li></ul><ul><li>San Antonio Retail Merchant Assoc. </li></ul><ul><li>Southwest Business Corp. </li></ul><ul><li>Trammell Crow Company </li></ul><ul><li>Travis Commercial </li></ul><ul><li>Wingate Suites </li></ul><ul><li>York International </li></ul>
  14. 14. JL Gross & Company The Reporting System <ul><li>24-Hour Online Access </li></ul><ul><li>( www.jlgonline.com > Login > Ad Valorem Tax Mgmnt System > joe > DEMO) </li></ul><ul><ul><li>Proposed Values </li></ul></ul><ul><ul><li>Proposed Taxes </li></ul></ul><ul><ul><li>Target Value </li></ul></ul><ul><ul><li>Hearing Types, Dates and Times </li></ul></ul><ul><ul><li>Final Values </li></ul></ul><ul><ul><li>Tax Amounts and Tax Savings </li></ul></ul><ul><ul><li>Tax Payment Status </li></ul></ul><ul><ul><li>Previous years’ information </li></ul></ul><ul><li>Written (Hard copy) Correspondence </li></ul><ul><ul><li>Information Request Letters </li></ul></ul><ul><ul><li>Proposed Value Reports </li></ul></ul><ul><ul><li>Status Reports </li></ul></ul><ul><ul><li>Final Tax Analysis Report </li></ul></ul><ul><ul><li>Letter suggesting Acceptance </li></ul></ul><ul><ul><li>Letter suggesting Litigation </li></ul></ul>
  15. 15. JL Gross & Company Proposed Value Report
  16. 16. JL Gross & Company Status Report
  17. 17. JL Gross & Company Final Tax Analysis Report
  18. 18. JL Gross & Company References <ul><li>Susan Choice, President </li></ul><ul><li>First Choice Management </li></ul><ul><li>11124 Wurzbach Rd, Ste 304 </li></ul><ul><li>San Antonio, TX 78230 </li></ul><ul><li>Phone: (210) 690-2550 </li></ul><ul><li>Fax: (210) 690-2599 </li></ul><ul><li>Mark Granados, President </li></ul><ul><li>HPI Real Estate Services and Investment </li></ul><ul><li>10101 Reunion Pl, Ste 160 </li></ul><ul><li>San Antonio, Texas 78216 </li></ul><ul><li>Phone: (210) 366-8840 </li></ul><ul><li>Fax: (210) 340-8921 </li></ul><ul><li>Paul McSween </li></ul><ul><li>Jefferson Bank </li></ul><ul><li>PO Box 5190 </li></ul><ul><li>San Antonio, TX 78201-0190 </li></ul><ul><li>Phone: (210) 736-7616 </li></ul><ul><li>Fax: (210) 731-4606 </li></ul><ul><li>Dave Neilson </li></ul><ul><li>TransWestern </li></ul><ul><li>10999 IH 10 West </li></ul><ul><li>San Antonio, TX 78230 </li></ul><ul><li>Phone: (210) 697-8861 </li></ul><ul><li>Fax: (210) 697-9043 </li></ul><ul><li>Ron King </li></ul><ul><li>CSA Management </li></ul><ul><li>8305 Shoal Creek Blvd </li></ul><ul><li>Austin, TX 78757-7525 </li></ul><ul><li>Phone: (512) 453-6566 </li></ul><ul><li>Fax: (512) 453-6579 </li></ul><ul><li>Steve Miller </li></ul><ul><li>SCM Management </li></ul><ul><li>12042 Blanco Rd, Suite 175 </li></ul><ul><li>San Antonio, TX 78216 </li></ul><ul><li>Phone: (210) 525-1900 </li></ul><ul><li>Fax: (210) 525-8244 </li></ul><ul><li>Charlie Amato </li></ul><ul><li>Southwest Business Corporation </li></ul><ul><li>9311 San Pedro, Suite 600 </li></ul><ul><li>San Antonio, TX 78216 </li></ul><ul><li>Phone: (210) 525-1241 </li></ul><ul><li>Fax: (210) 525-0809 </li></ul>
  19. 19. JL Gross & Company Professional Memberships <ul><li>Texas Real Estate Broker </li></ul><ul><li>San Antonio Board of Realtors </li></ul><ul><li>Texas Association of Realtors </li></ul><ul><li>CCIM San Antonio Chapter </li></ul><ul><li>Texas Association of Property Tax Professionals </li></ul><ul><li>Registered Property Tax Consultant in State of Texas </li></ul><ul><li>San Antonio Apartment Association </li></ul><ul><ul><li>Ambassador Committee </li></ul></ul><ul><ul><li>Government Affairs Committee </li></ul></ul><ul><ul><li>Program Committee </li></ul></ul><ul><li>Institute of Real Estate Management “IREM” </li></ul><ul><li>Greater San Antonio Chamber of Commerce </li></ul><ul><li>Building Owners and Managers Association “BOMA” </li></ul><ul><li>Alamo Bowl Committee Sponsor </li></ul>
  20. 20. JL Gross & Company Additional Services <ul><ul><li>Provides Tax Certificates and Tax Statements </li></ul></ul><ul><ul><ul><li>Tax Certificates Provide Information for: </li></ul></ul></ul><ul><ul><ul><ul><li>Property Owner </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Legal Description and Address </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Plat Information </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Arial Photos </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Property Characteristics </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Mapping </li></ul></ul></ul></ul><ul><ul><ul><ul><li>Delinquent Tax Information </li></ul></ul></ul></ul><ul><ul><li>Provides ability to Search by : </li></ul></ul><ul><ul><ul><li>Account Number </li></ul></ul></ul><ul><ul><ul><li>Owner </li></ul></ul></ul><ul><ul><ul><li>Property Address </li></ul></ul></ul><ul><ul><ul><li>Property Value </li></ul></ul></ul><ul><ul><ul><li>Map Code </li></ul></ul></ul>

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