SlideShare a Scribd company logo
Property Tax Assistance Co., Inc.
“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.”
Property Tax Assistance Co., Inc.
Office Locations:
- Bellflower, Southern California
- Walnut Creek, Northern California
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
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
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
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
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
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
300+ Years of Experience
Areas of Taxation Include
◦ Real Estate
◦ Business Personal Property
◦ Sales and Use Tax
◦ Direct Assessments and Incentives
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.
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
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.
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!
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
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
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
What Sets Our Company
Apart?
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.
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
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
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
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
Thank You!
Nicholas Martinez – Account Manager
Northern California
(925) 942-1004
NMartinez@property-taxes.com

More Related Content

Viewers also liked

在宅プレアボイドの考え方 ミライ☆在宅委員会
在宅プレアボイドの考え方 ミライ☆在宅委員会在宅プレアボイドの考え方 ミライ☆在宅委員会
在宅プレアボイドの考え方 ミライ☆在宅委員会
MIraiZaitakuAssociation
 
Presentación esquema salud ambiental
Presentación esquema salud ambientalPresentación esquema salud ambiental
Presentación esquema salud ambiental
Alex Aredo Hilario
 
Biology seminar
Biology seminarBiology seminar
Biology seminar
ManindraMaju
 
Fish production
Fish productionFish production
Fish production
ManindraMaju
 
Question 2 evaluation
Question 2 evaluationQuestion 2 evaluation
Question 2 evaluation
chloe mar-gerrison
 
Revolusi Keusahawanan KEPAK
Revolusi Keusahawanan KEPAKRevolusi Keusahawanan KEPAK
Revolusi Keusahawanan KEPAK
Wan Yusof Wan Jeffery
 
Prakash resume -23
Prakash resume -23Prakash resume -23
Prakash resume -23Prakash k
 
在宅医療に薬剤師がいるということ 介護職
在宅医療に薬剤師がいるということ 介護職在宅医療に薬剤師がいるということ 介護職
在宅医療に薬剤師がいるということ 介護職
MIraiZaitakuAssociation
 
6 razones para contratar una asistente virtual
6 razones para contratar una asistente virtual6 razones para contratar una asistente virtual
6 razones para contratar una asistente virtual
MAV Mi Asistente Virtual
 
Ontology-based Classification and Faceted Search Interface for APIs
Ontology-based Classification and Faceted Search Interface for APIsOntology-based Classification and Faceted Search Interface for APIs
Ontology-based Classification and Faceted Search Interface for APIs
New York City College of Technology Computer Systems Technology Colloquium
 
Customer satisfaction towards the product and services of AXIS Bank
Customer satisfaction towards the product and services of AXIS BankCustomer satisfaction towards the product and services of AXIS Bank
Customer satisfaction towards the product and services of AXIS Bank
Vijendra Kumar (VJ)
 
Tuberculosis Talk
Tuberculosis TalkTuberculosis Talk
Tuberculosis Talk
Wan Yusof Wan Jeffery
 

Viewers also liked (13)

Hi Bay Presentation
Hi Bay PresentationHi Bay Presentation
Hi Bay Presentation
 
在宅プレアボイドの考え方 ミライ☆在宅委員会
在宅プレアボイドの考え方 ミライ☆在宅委員会在宅プレアボイドの考え方 ミライ☆在宅委員会
在宅プレアボイドの考え方 ミライ☆在宅委員会
 
Presentación esquema salud ambiental
Presentación esquema salud ambientalPresentación esquema salud ambiental
Presentación esquema salud ambiental
 
Biology seminar
Biology seminarBiology seminar
Biology seminar
 
Fish production
Fish productionFish production
Fish production
 
Question 2 evaluation
Question 2 evaluationQuestion 2 evaluation
Question 2 evaluation
 
Revolusi Keusahawanan KEPAK
Revolusi Keusahawanan KEPAKRevolusi Keusahawanan KEPAK
Revolusi Keusahawanan KEPAK
 
Prakash resume -23
Prakash resume -23Prakash resume -23
Prakash resume -23
 
在宅医療に薬剤師がいるということ 介護職
在宅医療に薬剤師がいるということ 介護職在宅医療に薬剤師がいるということ 介護職
在宅医療に薬剤師がいるということ 介護職
 
6 razones para contratar una asistente virtual
6 razones para contratar una asistente virtual6 razones para contratar una asistente virtual
6 razones para contratar una asistente virtual
 
Ontology-based Classification and Faceted Search Interface for APIs
Ontology-based Classification and Faceted Search Interface for APIsOntology-based Classification and Faceted Search Interface for APIs
Ontology-based Classification and Faceted Search Interface for APIs
 
Customer satisfaction towards the product and services of AXIS Bank
Customer satisfaction towards the product and services of AXIS BankCustomer satisfaction towards the product and services of AXIS Bank
Customer satisfaction towards the product and services of AXIS Bank
 
Tuberculosis Talk
Tuberculosis TalkTuberculosis Talk
Tuberculosis Talk
 

Similar to Pta presentation

Lunch & learn maximize your biz relationships
Lunch & learn maximize your biz relationshipsLunch & learn maximize your biz relationships
Lunch & learn maximize your biz relationships
Fredrick Zink & Associates, CPA
 
Sales & Use Tax: A Different Approach
Sales & Use Tax: A Different ApproachSales & Use Tax: A Different Approach
Sales & Use Tax: A Different Approach
McKonly & Asbury, LLP
 
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
Real Estate Investar
 
Power point show for bh intranet
Power point show for bh intranetPower point show for bh intranet
Power point show for bh intranetBettyBirch
 
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
Lorelei Bates
 
Subdivision and cash flow
Subdivision and cash flow Subdivision and cash flow
Subdivision and cash flow
Lorelei Bates
 
Services
ServicesServices
Services
TracyWomack4
 
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
Lorelei Bates
 
TRUECPA Group - Corporate Presentation
TRUECPA Group - Corporate PresentationTRUECPA Group - Corporate Presentation
TRUECPA Group - Corporate Presentation
TRUECPA Group
 
DEEP Associados - Corporate Presentation
DEEP Associados - Corporate PresentationDEEP Associados - Corporate Presentation
DEEP Associados - Corporate Presentation
TRUECPA Group
 
True Insight Residential Appeals
True Insight   Residential AppealsTrue Insight   Residential Appeals
True Insight Residential Appeals
irish1001
 
Statement of qualifications
Statement of qualificationsStatement of qualifications
Statement of qualifications
jtalton
 
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
Real Estate Investar
 
New Zealand Webinar: How to build and manage your portfolio
New Zealand Webinar: How to build and manage your portfolioNew Zealand Webinar: How to build and manage your portfolio
New Zealand Webinar: How to build and manage your portfolio
Real Estate Investar
 
Working in partnership (digital)
Working in partnership (digital)Working in partnership (digital)
Working in partnership (digital)Anthony Hanley MBA
 
Working in partnership
Working in partnershipWorking in partnership
Working in partnershipLee O'Dwyer
 
Communications Industry
Communications IndustryCommunications Industry
Communications IndustryBrian Scully
 
Not For Profit Specialists presentation
Not For Profit Specialists presentationNot For Profit Specialists presentation
Not For Profit Specialists presentation
Mazars Qld (Formerly Hanrick Curran)
 
Find, Analyse & Research Discounted, Renovation Opportunities
Find, Analyse & Research Discounted, Renovation OpportunitiesFind, Analyse & Research Discounted, Renovation Opportunities
Find, Analyse & Research Discounted, Renovation Opportunities
Mark Joncheff
 

Similar to Pta presentation (20)

Lunch & learn maximize your biz relationships
Lunch & learn maximize your biz relationshipsLunch & learn maximize your biz relationships
Lunch & learn maximize your biz relationships
 
MPI-Overview-Brochure
MPI-Overview-BrochureMPI-Overview-Brochure
MPI-Overview-Brochure
 
Sales & Use Tax: A Different Approach
Sales & Use Tax: A Different ApproachSales & Use Tax: A Different Approach
Sales & Use Tax: A Different Approach
 
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
 
Power point show for bh intranet
Power point show for bh intranetPower point show for bh intranet
Power point show for bh intranet
 
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
[On-Demand Webinar] How To Find, Analyse & Research Renovation Opportunities ...
 
Subdivision and cash flow
Subdivision and cash flow Subdivision and cash flow
Subdivision and cash flow
 
Services
ServicesServices
Services
 
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
[On-Demand Webinar] How to Find and Perform Manufactured Growth Opportunities
 
TRUECPA Group - Corporate Presentation
TRUECPA Group - Corporate PresentationTRUECPA Group - Corporate Presentation
TRUECPA Group - Corporate Presentation
 
DEEP Associados - Corporate Presentation
DEEP Associados - Corporate PresentationDEEP Associados - Corporate Presentation
DEEP Associados - Corporate Presentation
 
True Insight Residential Appeals
True Insight   Residential AppealsTrue Insight   Residential Appeals
True Insight Residential Appeals
 
Statement of qualifications
Statement of qualificationsStatement of qualifications
Statement of qualifications
 
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
[On-Demand Webinar] Fundamentals of House & Land, Duplex and Dual Living Oppo...
 
New Zealand Webinar: How to build and manage your portfolio
New Zealand Webinar: How to build and manage your portfolioNew Zealand Webinar: How to build and manage your portfolio
New Zealand Webinar: How to build and manage your portfolio
 
Working in partnership (digital)
Working in partnership (digital)Working in partnership (digital)
Working in partnership (digital)
 
Working in partnership
Working in partnershipWorking in partnership
Working in partnership
 
Communications Industry
Communications IndustryCommunications Industry
Communications Industry
 
Not For Profit Specialists presentation
Not For Profit Specialists presentationNot For Profit Specialists presentation
Not For Profit Specialists presentation
 
Find, Analyse & Research Discounted, Renovation Opportunities
Find, Analyse & Research Discounted, Renovation OpportunitiesFind, Analyse & Research Discounted, Renovation Opportunities
Find, Analyse & Research Discounted, Renovation Opportunities
 

Recently uploaded

how to sell pi coins in South Korea profitably.
how to sell pi coins in South Korea profitably.how to sell pi coins in South Korea profitably.
how to sell pi coins in South Korea profitably.
DOT TECH
 
can I really make money with pi network.
can I really make money with pi network.can I really make money with pi network.
can I really make money with pi network.
DOT TECH
 
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
Falcon Invoice Discounting
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
FinTech Belgium
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
DOT TECH
 
Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
egoetzinger
 
What price will pi network be listed on exchanges
What price will pi network be listed on exchangesWhat price will pi network be listed on exchanges
What price will pi network be listed on exchanges
DOT TECH
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
DOT TECH
 
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Godwin Emmanuel Oyedokun MBA MSc ACA ACIB FCTI FCFIP CFE
 
how to sell pi coins on Bitmart crypto exchange
how to sell pi coins on Bitmart crypto exchangehow to sell pi coins on Bitmart crypto exchange
how to sell pi coins on Bitmart crypto exchange
DOT TECH
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
marketing367770
 
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
bbeucd
 
how to sell pi coins on Binance exchange
how to sell pi coins on Binance exchangehow to sell pi coins on Binance exchange
how to sell pi coins on Binance exchange
DOT TECH
 
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdfPensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Henry Tapper
 
The Role of Non-Banking Financial Companies (NBFCs)
The Role of Non-Banking Financial Companies (NBFCs)The Role of Non-Banking Financial Companies (NBFCs)
The Role of Non-Banking Financial Companies (NBFCs)
nickysharmasucks
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
nomankalyar153
 
Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024
Commercial Bank of Ceylon PLC
 
Transkredit Finance Company Products Presentation (1).pptx
Transkredit Finance Company Products Presentation (1).pptxTranskredit Finance Company Products Presentation (1).pptx
Transkredit Finance Company Products Presentation (1).pptx
jenomjaneh
 
how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.
DOT TECH
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
DOT TECH
 

Recently uploaded (20)

how to sell pi coins in South Korea profitably.
how to sell pi coins in South Korea profitably.how to sell pi coins in South Korea profitably.
how to sell pi coins in South Korea profitably.
 
can I really make money with pi network.
can I really make money with pi network.can I really make money with pi network.
can I really make money with pi network.
 
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
innovative-invoice-discounting-platforms-in-india-empowering-retail-investors...
 
Webinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont BraunWebinar Exploring DORA for Fintechs - Simont Braun
Webinar Exploring DORA for Fintechs - Simont Braun
 
The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.The secret way to sell pi coins effortlessly.
The secret way to sell pi coins effortlessly.
 
Instant Issue Debit Cards
Instant Issue Debit CardsInstant Issue Debit Cards
Instant Issue Debit Cards
 
What price will pi network be listed on exchanges
What price will pi network be listed on exchangesWhat price will pi network be listed on exchanges
What price will pi network be listed on exchanges
 
how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.how to sell pi coins at high rate quickly.
how to sell pi coins at high rate quickly.
 
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
Tax System, Behaviour, Justice, and Voluntary Compliance Culture in Nigeria -...
 
how to sell pi coins on Bitmart crypto exchange
how to sell pi coins on Bitmart crypto exchangehow to sell pi coins on Bitmart crypto exchange
how to sell pi coins on Bitmart crypto exchange
 
USDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptxUSDA Loans in California: A Comprehensive Overview.pptx
USDA Loans in California: A Comprehensive Overview.pptx
 
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
一比一原版(UCSB毕业证)圣芭芭拉分校毕业证如何办理
 
how to sell pi coins on Binance exchange
how to sell pi coins on Binance exchangehow to sell pi coins on Binance exchange
how to sell pi coins on Binance exchange
 
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdfPensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
Pensions and housing - Pensions PlayPen - 4 June 2024 v3 (1).pdf
 
The Role of Non-Banking Financial Companies (NBFCs)
The Role of Non-Banking Financial Companies (NBFCs)The Role of Non-Banking Financial Companies (NBFCs)
The Role of Non-Banking Financial Companies (NBFCs)
 
Scope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theoriesScope Of Macroeconomics introduction and basic theories
Scope Of Macroeconomics introduction and basic theories
 
Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024Commercial Bank Economic Capsule - May 2024
Commercial Bank Economic Capsule - May 2024
 
Transkredit Finance Company Products Presentation (1).pptx
Transkredit Finance Company Products Presentation (1).pptxTranskredit Finance Company Products Presentation (1).pptx
Transkredit Finance Company Products Presentation (1).pptx
 
how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.how to swap pi coins to foreign currency withdrawable.
how to swap pi coins to foreign currency withdrawable.
 
when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.when will pi network coin be available on crypto exchange.
when will pi network coin be available on crypto exchange.
 

Pta presentation

  • 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