Summary

A Specialty Boutique Consulting Firm

We specialize in office, industrial and retail property – including high – rise office, garden office, office/showroom, tech/R&D, flex, distribution warehouse and storage warehouse, shopping centers, free standing retail, mixed use office/retail. To use the doctor analogy, we are “specialists”. This allows us to focus and maximize our efforts and resources for you. Not only do we specialize in these product types but we limit our service to the immediate Dallas Fort Worth Metroplex area. That way we specialize in this market area and have developed relationships with the area appraisal districts over the last 20 years.

Personal, local, expert property tax representation in the Dallas Fort Worth market

The Volatile Metroplex Real Estate Market

The Metroplex real estate property tax environment is extremely volatile and subject to constant shifts and changes. Our firm is in a unique position to solve your local real estate tax problems. Managing the expense of property taxes is a significant challenge for institutional, corporate and private property owners. Confusing, differing, and unwritten policies between our various area’s taxing districts, coupled with the changing real estate market, require constant investigation, analysis and reliance on relationships with local appraisal district personnel.

Summary

A Specialty Boutique Consulting Firm

We specialize in office, industrial and retail property – including high – rise office, garden office, office/showroom, tech/R&D, flex, distribution warehouse and storage warehouse, shopping centers, free standing retail, mixed use office/retail. To use the doctor analogy, we are “specialists”. This allows us to focus and maximize our efforts and resources for you. Not only do we specialize in these product types but we limit our service to the immediate Dallas Fort Worth Metroplex area. That way we specialize in this market area and have developed relationships with the area appraisal districts over the last 20 years.

Personal, local, expert property tax representation in the Dallas Fort Worth market

The Volatile Metroplex Real Estate Market

The Metroplex real estate property tax environment is extremely volatile and subject to constant shifts and changes. Our firm is in a unique position to solve your local real estate tax problems. Managing the expense of property taxes is a significant challenge for institutional, corporate and private property owners. Confusing, differing, and unwritten policies between our various area’s taxing districts, coupled with the changing real estate market, require constant investigation, analysis and reliance on relationships with local appraisal district personnel.

Stephen W. Jones & Associate, LLC Logo
Established in 2002

Personal, local, expert property tax representation in the Dallas Fort Worth Market

Increased Chances for Inaccurate Tax Assessments

  • Tax assessing authorities are under pressure to maximize the value of tax rolls. In Texas, your property can be reassessed yearly and, by law, must be reassessed at least once every three years.
  • The complicated value components and mixed-use configuration of industrial distribution and office tech properties create difficulties and are often overwhelming for taxing authorities. Even the most experienced appraisal officials experience difficulties assessing the thousands of properties they are charged annually. It’s a monumental task for them. 

We Make a Big Up-Front Investment in Our New Clients

When we take on a new client, we make significant investments in time and money.

  • We set up extensive files for each property, do hard, detailed research and analysis of your property, and document comparable properties.
  • We also interview your management, leasing, accounting, and maintenance personnel as needed to identify issues we can use to lower your taxes. Annually, we continue to build our files to become more familiar and develop valuable historical insight into each of your properties. We analyze your leases to find all concessions to document the lowest possible effective rent rates, which helps secure the lowest possible assessment.
  • We show you the best way to account for, report, and track revenue and expense items, lease information, etc., to minimize future property tax liabilities. 

Specializing in commercial office, industrial and retail property

We Can Serve You Effictively Because:

  • Serving over 20 years in the DFW Metroplex area has given us the advantage of having inside knowledge and experience with each appraisal district. We understand how they operate and the complex unwritten policies and challenging issues they face.
  • To a large extent, successful tax settlements depend on the working relationship of the tax consultant and taxing officials. You benefit from our firm’s decades-long effort of building and maintaining trust, honesty, and credibility with area tax assessing authorities.
  • The best consultant is the most informed one in the local market. Rest assured that we do our homework and thoroughly research our client’s properties. 

We Make Big Up-Front Investments for the Long Term with Our New Clients

  • Honesty and integrity with government tax authorities are paramount. We recognize that their time is precious, so we strive to be efficient and respectful in our transactions. They expect well-documented, hard evidence to substantiate any proposed value changes. With complete documentation of our position, we are prepared to negotiate. We will follow the appeal process as far as necessary and, in most cases, reach a negotiated settlement.
  • Our clients benefit from our long-term relationships with the DFW Metroplex area’s top real estate brokers and leasing agents. Those relationships provide us with a wealth of market information.
  • Many appraisal officials consistently comment that our presentations, documentation, and analysis are among the most thorough in the business. We subscribe to the best sources of electronic market data, including special advanced electronic access to appraisal rolls. We have developed the technical ability, valuation skills, expertise, and resources to electronically filter and query the data to support the lowest and most fair assessment possible for your properties. 
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