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

Pta presentation

  • 1.
  • 2.
    “The Mission andobjective 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 AssistanceCo., Inc. Office Locations: - Bellflower, Southern California - Walnut Creek, Northern California
  • 4.
    David L. GangloffSr. 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. GangloffJr. 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 VicePresident • 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 LindaOffringa, 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 ofExperience Areas of Taxation Include ◦ Real Estate ◦ Business Personal Property ◦ Sales and Use Tax ◦ Direct Assessments and Incentives
  • 11.
    How Do WeGet 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 OurClients • 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 OurClients? • 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 BeingTreated 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 ofa 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 OurCompany Apart?
  • 19.
    PTA vs. TheCompetition • 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 • Highlysuccessful 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 decisionto 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. “…Asa 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