scope of PAA services:

real estate tax
	Make arrangements at clients’ convenience to conduct an onsite inspection of each facility.
	Review assessor’s documentation of each property in order to ensure that no technical errors exist.
	Prepare a report to assist client in the ad valorem tax administration of its real estate portfolio, making a recommendation to client as to the equity of each assessment.
	If we determine that the assessment is unfair, and client agrees, PAA will follow through with all steps necessary to achieve a reduced, equitable assessment level.
	Provide a recommendation to client regarding the equity of the final assessment.
	Check all assessment notices for accuracy, taking action as necessary to correct errors, including formal appeals.
	Check all tax bills for accuracy, taking action as necessary to correct errors, including formal appeals.
	Transmit tax bill approval/payment vouchers to appropriate client personnel if client deems such service necessary.
	Prepare annual estimates of individual property tax liability for budgetary purposes.
	Prepare periodic property specific informational and performance reports as determined by client requirements.
	Act as consultant for ancillary purposes, such as "new facility" location analysis, recommend action to take advantage of special jurisdictional tax reduction incentives, periodic tax awareness presentations to key client personnel, etc.
personal property tax
	Gather and review data necessary for compilation of all personal property tax returns.
	At client’s convenience, conduct on-site research and inspections of each affected facility.
	Prepare well-ordered working papers for client files that represent a complete, easy to follow audit trail detailing all deductions made from trial balance values.
	Prepare tax returns for client signature approval.
	Personally file and review tax returns with assessing authorities as necessary. Local property management participation in these meetings will be welcome.
	Check all assessment notices for accuracy, taking action as necessary to correct errors, including formal appeals.
	Check all tax bills for accuracy, taking action as necessary to correct errors, including formal appeals.
	Transmit tax bill approval/payment vouchers to appropriate client personnel if client deems such service necessary.
	Prepare annual estimates of individual property tax liability for budgetary purposes.
	Manage all jurisdictional audits.
	Prepare periodic property specific informational and performance reports as determined by client requirements.
	Act as consultant for ancillary purposes, such as "new facility" location analysis, recommend action to take advantage of special jurisdictional tax reduction incentives, periodic tax awareness presentations to key client personnel etc.