Services
The AEC Approach - Assessment & Tax Management Services
A full range of property assessment and tax management services are currently provided by AEC. These services range from single property assessment reviews to complete outsourcing of the property assessment and tax management functions. It is our philosophy to act as an extension of our clients’ management staff. The scope of our work is always determined in concert with our clients’ needs.
AEC utilizes iTAM Link, a fully comprehensive assessment and tax management system. This system provides AEC with the ability to analyze a client’s portfolio and produce a variety of management reports, highlighting assessment and tax anomalies and over assessments. This analysis forms the basis of AEC’s recommendations regarding tax and assessment mitigation strategies. Additional steps may include the identification and further analysis of properties where more detailed analysis, assessment reviews and/or appeals are required.
The AEC approach can be summarized as follows:
Global Management
With the surge of multi-national enterprises, the need to manage properties across the globe continues to increase. AEC manages and monitors any size of portfolio with multiple properties located in multiple jurisdictions in various locales worldwide.
Summary of Service Elements
| Property Tax Review | Fixed Asset Assessment & Appraisal | Assessment Consulting Solutions |
| Ensure appropriate assessment and tax values Predict plan & budget for future levels of taxation |
Provide market value estimate | Aid developing countries with designing and implementing assessment and taxation systems |
| Maximize potential tax recoveries and minimize property tax liabilites | Provide values for acquisition, disposition or insurance expropriation | Address government policy issues around assessment and property taxation |
| Resolve tax disputes & Negotiate assessment and tax appeals | Investigate individual properties for occupancy cost savings opportunities | Mass Appraisal: Assessment procedure reviews |
| Provide expert witness and litigation support | Provide education in valuation & mass appraisal processes of non-residential properties | |
| Make real estate data available & accessible | Develop custom tailored manuals for assessor training | |
| Provide portfoliowide support & administrative functions | Management process reviews | |
| Strengthen client capabilities to manage the assessment and property tax functions |