The Forrestal Group – An Overview
The people at Forrestal take pride in the success we have had over the years and the continued return of our clients to our company. The bottom line is that when you retain our services, not only can you expect professional and courteous service, but you can expect us to properly review, research, analyze, document, negotiate, follow–up, settle your case, confirm that settlement, implement the tax savings and initiate the credit or refunds to your property tax account.
We are not just another consulting firm, but instead specialize in fulfilling the unique and specific needs of our clients. We are always available to visit with you, answer your questions, and solve your tax and audit problems. Simply contact us and we will meet with you at your convenience.
We really mean business when we say we are open to help you in any way we can. Even if you want to handle your own property tax appeal, there are still some major points that you need to know. Give us a call and let us help you through the process.
The Forrestal Group, Inc. prides itself in service to our industry. We make absolutely no charges for our initial consultation and only after we have reached a mutually satisfactory agreement.
Use the links below to learn more about each of the following:
Objective
Our objective is quite simple. We believe that each and every property owner has a responsibility to contribute to the community services that property taxes support such as good schools, police and fire protection. We just as firmly believe that each property owner’s contribution to those services should be “Fair and Equitable”. This is where we come into the picture. Through our services, our clients secure a team of professionals that review the property, the assessment, and the relationship of our client’s property’s value to the assessment. Once the analysis is completed, it is then determined if a property tax appeal is supportable, and if so, our job is to work through the system to obtain that “Fair and Equitable” assessment.
Our Services
The professionals at The Forrestal Group, Inc. are a highly skilled and experienced team of specialists whose focus is directed toward supplying the most efficient, cost–effective tax management systems to a broad spectrum of business enterprises. We provide real and personal property valuation analysis, property tax consulting, negotiations, and litigation support through our attorney affiliates to our clients in order to minimize their tax obligations.
The status which dictate assessment dates, filing procedures, audit practices, valuation levels, and tax rates vary dramatically among taxing jurisdictions and present a host of problematic issues to entities not actively engaged in the daily processing of this data. Through our network partners, the National Property Tax Group (NAPTAG), The Forrestal Group, Inc. and our affiliates, represents clients in all states and the top Metropolitan Statistical Areas (MSA) in the United States.
The following is a list of available support services available:
- Analysis of property tax obligations and assessment appeals compliance requisites
- Preparation and filing of the necessary forms, appeals, and supporting documentation
- Analyzing company records in order to properly classify taxable property and transactions and to identify items which are tax exempt are in a non–assessment status
- Negotiations with the proper governmental officials, including the compilation of documentation for real estate and personal property assets, necessary to ensure equitable assessments to realize the maximum tax savings
- Audit support and defense of real property and personal property returns at local and state level
- Consultation and advice pertinent to the real property and personal tax climates in various communities where expansion and/or acquisition plans are being considered
- Estimates of real and personal property tax liability for facility improvements or addition
- Analysis of assessment status, financial situation and work to determine if an appeal is supportable
- Tracking states and counties time tables for assessment dates and appeal deadlines to assure compliance
- Negotiations for our client at any stage of the process
Menu of Services and Fees
- Hourly rate fees and expenses
- Flat rate fees
- Flat fees plus an hourly rate
- Flat fees plus a small contingency fee
- Contingency Fee Plans whereby we take all the risks and pay all costs
- Contingency fee plans whereby the client pays the all associated costs
- A combination of fees tailored to the client’s specific needs
Proven Results
In the past five (5) years, the consultants at Forrestal have analyzed thousands of property tax assessments and filed and defended hundreds of assessments for our clients. The average reduction in the assessments over that period of time has ranged from 19–55% with an average reduction in the assessment and real estate taxes of thirty five (35%) percent.
Our Client’s Image
The professionals at Forrestal take our responsibilities seriously. At the forefront of our service is that the image and reputation of our clients must be enhanced by our service. When we represent our client in meetings, hearings, discussions and negotiations, we present our client’s position in a positive, professional, and non–threatening manner. Most of our clients are community based businesses and value their reputation, and so do we at Forrestal.
(812) 421-1730
info@forrestaltax.com