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Client Services

Our Company Provides Real Results with a Real Process


ELLIOTT-WELLMAN, LLP has an automated property compliance system that dramatically streamlines the cumbersome task of manually handling the inventory, maintenance and tax statement management of all types of properties. Our system is capable of receiving asset information electronically, reducing the time required for set-up and review, furthermore facilitating the time required in the rendering and valuation review and analysis process therefore permitting the ability to process a volume of accounts.

COMPLIANCE

Properties both real and personal can be downloaded from our clients through electronic medium and uploaded into our systems. Acquisitions and/or sales of properties are requested monthly. Upon completion of the rendition phase, our consultants analyze any and all taxable properties to ensure they are properly rendered, legal descriptions are accurate and ownership information is current as provided by our clients.

REVIEW & TAX LIABILITY MINIMIZATION

This effort includes Market Research and Analysis; Equal and Uniform Comparability Analysis; Cost Analysis, Income Analysis developed for Appeal Presentations and Negotiations informally, and if unable to obtain an acceptable value, formal representation before the appropriate Appraisal Review Boards. ELLIOTT-WELLMAN, LLP maintains various periodicals along with professional memberships to keep apprised of changing tax laws and current issues to obtain the expertise specific to this field nationwide which has been greatly improved by the growth of associated information available on the internet.

TAX PAYMENTS

ELLIOTT-WELLMAN, LLP utilizes an automated tax statement approval process for tracking and approving taxes. Our system is extremely thorough so each statement is verified prior to approval for correct legal description, assessed value, tax amount, tax collector, and due date. As statements are processed, a form called a Voucher for Payment of Taxes or Tax Transmittal is generated and submitted to the client for use in payment of taxes. This form includes the property locations name, location number, legal description, account number, assessed value, tax rate, date approved and date the taxes are due. Tax payment summary reports by Owner (Lender), subdivision, property location and taxing authority are provided at the end of the tax payment season.

The PTAX Tax Payment Process generates the following control reports:

  • Prepayment Verification Inventory
  • Tax Payment Detail by Company
  • Tax Payment Detail by Property
  • Missing Tax Statements by Jurisdiction
  • Payment Detail by County
  • Detailed Approval Form for Client
  • Summary Tax Detail
Experience Matters
Our commitment to fulfill this obligation to our clients is achieved by providing individualized personal service utilizing an extensive knowledge of tax laws and appeal procedures. ELLIOTT-WELLMAN, LLP is aware of the confidence that our clients show when they retain our services. Therefore we believe there is no room for anything less than 100% dedication of trust and commitment to personal service. We continually interact with our clients in an effort to determine how ELLIOTT-WELLMAN, LLP can provide the highest quality ad valorem tax service available anywhere.
We know communication, industry knowledge, integrity, professionalism and our commitment to personal service are the keys to maintaining our successful long-term client relationships.
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