marvin f. poer corp

AMERICA’S PROPERTY TAX ADVISOR

Committed to Providing Exceptional Value Property Tax Services Overview

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WWW.MFPOER.COM Marvin F. Poer and Company Property Tax Services Overview

POER Overview

Nation’s Leading Property Tax Advisor

50 Years of Service Excellence

Full-Service Property Tax Firm

Consultants with Unsurpassed

Expertise

National Resources with a

Local Presence

Former Assessors and Appraisers

Marvin F. Poer and Company

was built in 1964 with the

fundamental idea to provide

excellent customer service

and the most experienced

and knowledgeable tax

consultants in the industry.

Who We Are

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The POER Advantage

Stability

Serving our clients under the same ownership

and high standards since 1964

Experience

Over 180 local property tax

professionals with decades of local

valuation and appeal experience

Knowledge

Representing property in all 50 states and over

7,500 local taxing jurisdictions

Focus

Single-source provider of

property tax services

nationwide

Technology

Client Connect offers you 24/7

access to reports and information

before, during and after the appeal

process

What Sets Us Apart

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POER Business Summary

Minimize Tax Liability

Reduce Costs

Avoid Penalties

Create Value Through Efficiency & Process

Improve Accuracy & Quality Standards

Property & Fixed Asset Management Consulting

Tax Minimization & Process Improvement Strategies

Meet All Compliance Requirements & Mandates

Provide Relevant Timely Personal Property Data

Property Tax is our Core Competency

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Property tax consulting is

our core competency.

We pride ourselves on being

a full service property tax firm

offering a comprehensive

array of property tax and

asset management services.


POER Consultant Experience

Average 20+ Years Industry

Experience and 12+ Years with POER

Held to the Industry’s

Highest Standards

Thoroughly Familiar with

Local Assessment Practices

Established Working

Relationships with Jurisdictions

Our People Are Our Key Attribute

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The key attribute you gain by

partnering with POER is our

people. We make available to

you the most experienced

and best in class property tax

professionals in the industry.


POER Office Locations

Corporate Headquarters Dallas 12720 Hillcrest Rd, Suite 900 Dallas, TX 75230 (972) 770-1100

Atlanta (404)982-6817

Boston (617)720-0182

Chicago (630)573-7830

Denver (303)573-0975

Fort Lauderdale (954)788-8833

Houston (713)460-4500

Irvine (949)757-0991

New York (212)292-4318

Orlando (407)671-1477

Phoenix (602)437-1480

San Antonio (210)377-3400

Seattle (425)825-1777

Washington D.C. (703)276-2660

We are the nation's largest independently owned full-service property tax firm with 14 LOCAL offices and over 180 employees.

National Resources – Local Presence

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POER Services

Real Estate Appeals

Business Personal Property

Compliance Services

Complex Property Solutions

Tax Bill Services

Property Tax Planning

Our Core Competencies

We are a full-service

property tax consulting firm

with unsurpassed expertise in real estate, personal

property and the complex

valuation issues associated

with special-use properties.

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Property Tax Turnkey Solution

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Managing the Big Picture and the Minor Details

Assessment Analysis

Recommend and Implement Appeal Strategies

Tax Bill Administration

Annual Tax Estimates

Administrative Compliance

Pre-Acquisition Tax Estimates

Reporting

Portfolio Tax Management

Direct Oversight

Third-Party Oversight


Real Estate Tax Services

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Review & Analysis

Present Appeals

Results & Reporting

POER’s valuation experts will analyze

your assessments to determine where

excessive assessments exists.

Appeal strategies are developed as

excessive assessments are identified

• Income analysis

• Comparable assessment analysis

• Review cost & obsolescence factors

• Consider unique economic factors

• Obtain assessor’s appraisal record

Don’t Pay More Than Your Fair Share


Personal Property Tax Services

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Proper Classification of Assets

Avoid Duplication of Assessments

Maximize Depreciation Allowances

Audit Management & Support

POER’s professionals review

your assets and inventory, and

timely file personal property

tax returns ensuring the lowest

supportable assessment.

We communicate proactively

with assessing officials to explain

our filing methods, studies and

conclusions in order to achieve

the correct basis of value.

More Than Just Compliance Services


Discovery Inspection Prequalify

Consultation Set Priorities

Analyses Findings

Documentation Consultation

Validation

Implementation Win over Assessor

Applications Finalize Returns Publish Results

Integrated Complex Property Solutions

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A comprehensive, flexible, three-phase implementation using proprietary technology for efficient and intensive analysis of your fixed asset detail.

ICPS Solutions

• Asset Rationalization

• Componentization

• Obsolescence

• Real Property

• Duplicative Assessment

• Exemptions / Abatements

• Asset Inventory


Compares

Asset Rationalization

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Population Asset Density VS

Designed to test and measure the integrity of fixed asset records

Class and Tables

Asset Age/Life VS

Booked Retirements

Procurement Cycle

VS

Focus on Aged Asset Base

Isolate non-functional

or aged technology

Establish “break-points” for expected

asset replacement

Validate un-recorded retirement schedule

Modify returns or create file

to correct asset ledger

• Test whether retirements are booked appropriately • Issue report with recommendations • Alternative to performing a physical inventory


Specialty Property Services

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Solutions designed to meet the unique challenges of businesses with significant portfolios of business personal property and real estate.

SPS Solutions

• Compliance

• Assessment Appeals

• Audit Defense

• Tax Bill Management

• Tax Accrual Support

• Tax Planning & Budgeting

• Tax Minimization Strategies

• Comprehensive Reporting

Balancing Cost-Efficiency, Accuracy and Control


Property Tax Estimates

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Accurately Project Your Property Taxes

POER’s experts utilize their

extensive experience and

knowledge of local markets,

to arrive at a reasonable and

reliable estimation of current

and future property tax

liability for your property or

development project.

Due Diligence Tax Studies

Capital Improvement

Tax Impact

Operating Budget Tax Estimates

One, Three or Five Year Projections

Anticipate Value and Tax Changes

Better Forecast ROI

More Accurate Property Tax Budget Projections

Share in POER’s expert knowledge of your local market’s assessment practices and factors that impact your property taxes


Property Tax Administration

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Providing all support functions of a property tax department

Compliance Filings

Income & Expense Filings

Real Estate Returns

Tax Bill Administration

Secure, Audit & Transmit

Checkwriting Secure, Audit

& Pay

POER’s property tax

experts and support

professionals can

assume all or parts of

your tax administration.


Comprehensive Reporting

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Everything You Need to make Informed Decisions

Access critical data and status

via CLIENT CONNECT, POER’s

web-enabled information and

reporting system. • Value, Rate & Tax • Target Values • Appeal Status

Reports

• Tax Bills Status • Tax Savings • Yes-over-Year

Comparison

Choose from a list of STANDARD REPORTS

Design your own CUSTOM REPORTS

VIEW, PRINT OR DOWNLOAD in a variety of formats

SCHEDULE REPORTS to automatically run when you want it


Key Information Captured

• All critical event dates

• All values (proposed, target & final)

• Tax rates

• Tax amounts

• Appeal status

• Tax savings

Robust Reporting

• Standard

• Customized

• Push alerts

Client Connect

• 24/7 Portal

• Dashboard Interface

• KPI’s

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Client Connect The Information You Need, When You Need It


Benefits

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Aggressive Ongoing Review and Appeal Program

Improved Property Tax Due Diligence Process

Consistent Understanding of Issues and Priorities

Save Money and Add Value to Your Assets

Increase Investor’s Confidence

Improved Reporting to Management and Investors

Tax Information in One Place Available 24/7

Our goal is to exceed

your expectations.

We strive to go

above and beyond

with everything we

do and the solutions

we bring to you.


Why POER?

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Marvin F. Poer and Company

delivers best in class service

as a proven market leader,

with local teams providing

superior quality, and a focus

on maximizing value while

delivering an exceptional

customer experience.

Client Focused

Local Expertise

Experienced Professionals

Results Oriented

Stability

Leading Edge Technology

Resources of the largest independent tax consulting firm

The Clear Choice. The Clear Difference.

The first choice for experience and excellence in property tax services.

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marvin f. poer corp

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