Tax savings experts and solutions that help you build for tomorrow.
About Inland Property Tax Services, LLC
As experts in the field of property tax with more than 50
years of experience, Inland Property Tax Services, LLC,
an affiliate of The Inland Real Estate Group, LLC, has
saved its clients in excess of $46 million in annual taxes.
Inland Property Tax Services can help maximize your tax
recovery and minimize your tax costs, help you appeal
and reduce property assessments, avoid tax penalties
and cut administrative expenses. With a nationwide team
of property tax professionals, you’ll benefit from our vast
knowledge of thousands of local tax jurisdictions, unique
laws and administrative requirements – county to county
and state to state.
Benefits of Using Inland Property Tax Services, LLC
- One point of contact for an experienced team of property tax analysts combined with qualified tax consultants and attorneys
- Representation in all 50 states and more than 7,000 local tax jurisdictions
- Total fees charged are significantly less than our competitors
- Utilize a full range of services in a fast-pace, rapidly changing environment
Property tax due diligence for new acquisitions, mergers, development and dispositions
- Projection of property taxes
- Link acquisition variables to local assessment practices
- Review tax delinquencies, which occasionally do not come up on title reports
- Assist with pre-acquisition negotiations
- Reviews of anticipated property performance, deal structure options and jurisdictional tax records
Compliance services for real and personal property
- Manage high volume tax bills administration
- Secure, audit and assure timely payment of tax bills
- Prepare and file compliance tax returns, tax abatements, credits and incentives
- Conduct delinquent tax searches
- Secure tax refund payments
- Research and coordinate parcel changes due to acquisitions, dispositions and plat of subdivisions
Negotiations, appeals and litigation management
- Conduct annual analysis to evaluate appeal strategies
- Communicate with clients regarding litigation costs and risks
- Identify and retain qualified representation
- Review legislation for client impact
- Forecasting, budgeting and management reporting
- Identify opportunities and strategies for managing tax liabilities
- Enable clients to access the property status, download critical information pertaining to values, appeals and taxes
Meet our team
Tracy G. Le is President of Inland Property Tax Services, LLC, an affiliate of The Inland Real Estate
Group, LLC, which she joined in 2004. Tracy has nearly 20 years of experience in real estate and
tangible personal property tax filings, appeals, assessment negotiations, audits, multi-state property
tax compliance, tax abatement, tax projections and pre-acquisition tax due diligence. She currently
oversees the property tax group, which includes a diverse portfolio of more than $5 billion taxable
market value of commercial real estate properties including retail, office, industrial, agricultural, hotel,
apartments and mixed-use development properties. Under Tracy’s leadership, Inland Property Tax
Services, LLC has saved its clients in excess of $46 million in annual taxes. Prior to joining Inland, Tracy
was a Certified License Appraiser/Property Valuation Analyst with the Property Tax Division of the Utah
State Tax Commission. Tracy received her Master of Business Administration degree from Utah State
University and her Bachelor of Science in Finance from University of Utah. As a member of the Institute
for Professionals in Taxation, she recently received her Certified Member of Institute designation.
Denise Mazan is the Executive Administrative Assistant of Inland Property Tax Services, LLC, an affiliate
of The Inland Real Estate Group, LLC, which she joined in 2006. In addition to administrative duties,
Denise is involved with the set-up of new properties, preparing fee agreements and authorizations,
monitoring appeal deadlines and assisting with appeals, as well as coordinating accounts payable and
accounts receivable billing. Prior to joining Inland, Denise had a career in residential mortgage lending
for more than 20 years in various capacities, including underwriting and production management. She
is a member of the Institute for Professionals in Taxation.
Telecia E. Morris is the Vice President of Property Tax Compliance for Inland Property Tax Services,
LLC, an affiliate of The Inland Real Estate Group, LLC. She has been with the company for 26 dedicated
years. Telecia is accountable for a property tax portfolio in excess of $95 million in tax liabilities each
year. She is responsible for reviewing, approving and managing the day-to-day operations of all the
departments’ functions for Property Tax Compliance for the various Inland REITs and its affiliates. These
functions include tracking tax liabilities for over 3,000 commercial real estate and personal property
tax bills, and reporting and maintaining parcel data and financings of real estate. She also oversees
and assists external auditors for Inland Property Tax Services’ annual review of SOX Compliance.
Before joining Inland, Telecia worked in the retail and hotel industry as a Guest Services Manager
and Night Auditor. Telecia attended South Suburban College in South Holland, Illinois, and studied
Hospitality Management. She is a member of the Institute for Professionals in Taxation and the National
Property Taxpayers Association.
Kathleen Ross is the Assistant Vice President of Property Tax Reduction for Inland Property Tax
Services, LLC, an affiliate of The Inland Real Estate Group, LLC. Kathleen currently manages the tax
appeal process from start to finish, and is responsible for the examination of assessment notices
for clerical errors, the review and analysis of income and expense surveys prior to submission, the
analysis of all relevant data to identify tax savings opportunities, providing clients with quarterly
customized assessment management reports and assisting with the annual real estate tax budget.
Prior to joining Inland in 2004, Kathleen was an Accountant for Nationwide. Kathleen received her
Bachelor of Arts degree in Accountancy from Robert Morris University in Chicago. She is a member of
the Institute for Professionals in Taxation.
Joseph N. Cato is the Property Tax Analyst for Inland Property Tax Services, LLC, an affiliate of The Inland
Real Estate Group, LLC. Joseph is responsible for researching property tax parcel information for new
acquisition due diligence, processing and coordinating commercial real estate and personal property tax
payments, tracking assessment notices and obtaining paid receipts for tenant bill back. Prior to joining
Inland in 2005, Joseph was a Fixed Asset Analyst with Accenture for five years. Joseph had also worked
with various telecommunication companies for 10 years as an Analyst. He is a member of the Institute for
Professionals in Taxation.
Frequently Asked Questions
Q: What information should be submitted to Inland Property Tax Services in order to prepare a tax projection for new acquisition due diligence?
A: To prepare a tax projection for new acquisition due diligence, our team will need the following:
- Property address
- Property description
- Proposed purchase price
- Offering memorandum or marketing brochure, if available
- Deal sheet of income proforma, if available
- Most current tax bill information, if available
- Development agreements, as applicable
- Abatement/exemption information, as applicable
Q: How often does Inland Property Tax Services review the tax appeals and what are the different levels of a valuation appeal?
A: Every property is reviewed annually to determine if an appeal is warranted. Typically, there are three levels involved in the appeals process: 1) an informal assessor review, 2) County Board of Review and 3) Court or Litigation. The appeal levels can vary by state, county and jurisdiction.
Q: When does Inland Property Tax Services provide real estate tax budgets, tax analysis and final tax estimates?
A: We provide real and personal property tax budgets on an annual basis upon request. Budgets are typically provided at the end of the calendar year for the following year’s taxes. Our team will also provide an updated tax estimate based on a final valuation accepted for that particular tax year once the appeal review is finalized.
Q: When are the property tax appeal and property tax payment deadlines?
A: Deadlines vary by jurisdiction. Please contact our team for updates as the deadlines are subject to change each year.
Q: Does Inland Property Tax Services secure paid receipts after payment is made?
A: Yes, and receipts are validated as well. Once confirmed, the receipt is scanned into our I-Manage file for your records.