Ad Valorem TAX ADVISORS
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1 Ad Valorem TAX ADVISORS
2 For more than 25 years SWBC Ad Valorem Tax Advisors has helped Texas commercial property owners achieve equitable ad valorem tax valuations, secure appropriate property tax exemptions and abatements, and create developmental tax incentive financing structures. Our focus is to create and implement optimal ad valorem tax strategies that result in the highest possible property tax savings for our clients. The core service provided by SWBC Ad Valorem Tax Advisors is successful property valuation appeals in both formal appraisal review board hearings and informal negotiations with assessing officers. As a value-add, we provide full litigation support when needed. Beyond this core service, we also help our clients employ specialized property tax strategies that include developmental tax incentive financing consultation, timely and accurate exemption filing, and realistic personal property renditions. WE HAVE EXPERTISE WITHIN ALL CATEGORIES OF COMMERCIAL PROPERTY, INCLUDING: Office buildings Industrial and warehouse assets Medical and medical specialty properties Auto dealerships Hotels Storage facilities Retail centers Multi-family developments Business personal properties (capital assets and inventory) Agricultural properties Wildlife management properties
3 Our Advantage DIVERSE EXPERTISE & UNIQUE MARKET INSIGHT SWBC Ad Valorem Tax Advisors has a thorough knowledge of commercial real estate valuation, business, finance, real estate development, negotiation, and Texas property tax law. We also have a keen understanding of the unique attributes of the local commercial real estate market and the dynamics of Texas ever-evolving regulatory environment as only those who are leaders in the community can. Our firm s principals have led important, relevant groups such as the San Antonio Zoning Commission, Greater San Antonio Builders Association, the San Antonio Planning Commission, and the Industrial Development Authority. We use this past experience to your benefit. ONE-OF-A-KIND RESOURCES Without pinpoint-accurate research or an effective understanding of local market dynamics, even the greatest real estate valuation expertise won t provide you with optimal representation. Detailed and accurate research is the foundation of our individualized negotiation strategies. We combine information from our proprietary database with public ad valorem tax records, giving us a wealth of property
4 value information. The comparable and historic information maintained in our database is the result of more than 25 years of property data management and provides us with a unique resource when planning your valuation strategy. ALWAYS PREPPED FOR SUCCESS Our firm has an exceptional track record of representing clients at formal and informal property tax protest hearings. However, aside from our aggressive representation, it is our preparation for each hearing that is the key to our success. In the event that the adjudicatory process is indicated, our litigation support function will provide accurate and timely account documentation, so we will be fully prepared to assist in an effective cause of action. THOROUGH ACCOUNT MANAGEMENT At year-end, SWBC Ad Valorem Tax Advisors will provide you with a customized property report which includes the proposed assessment, adjusted assessed value, taxes due for the year, and the tax savings resulting from our services. We do all of this because we know that rigorous account management is necessary in order to maximize your capital investment. Our efforts have led to billions of dollars* in corrected property valuations and the granting of thousands of property tax exemptions and abatements. We have a truly remarkable history of client satisfaction and longevity due to our attention to detail and the resulting savings we offer our clients. In 2013, the net value increase of the re-appraised properties we represented was nearly 50 percent less than our competitors. *Past performance is not indicative of future success. EXCEPTIONAL RESULTS SWBC Ad Valorem Tax Advisors is recognized every year as one of the Largest Property Tax Consultants by the San Antonio Business Journal, and we ve been ranked #1 for the past three years in a row. This ranking is not based on the size of our company, but rather the value reduction we were able to achieve for the properties we represent. Simply put, we re ranked #1 in client savings.
5 To find out if you re paying too much for property taxes, call SWBC Ad Valorem Tax Advisors at today!
6 (210) SAN PEDRO AVE. SUITE 600 SAN ANTONIO, TEXAS SWBC. All rights reserved
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