statement of qualifications - arizona · microsoft powerpoint - soq_phoenix office.pptx author:...
TRANSCRIPT
Statement of Qualifications - Arizona
Who is Paradigm Tax Group?
Paradigm Tax Group is the fastest growing, most successful property tax consulting firm in the USAsuccessful property tax consulting firm in the USA.
We were formerly the National Tax Practice of accounting giant KPMG, LLP. On November 22 2004 the oldest most established “Big Four” property tax practiceNovember 22, 2004, the oldest most established Big Four property tax practice
became the newest national property tax firm. Since our formation we have expanded the practice significantly, adding offices and professionals to provide the
most thorough local coverage in the industry.
www.paradigmtax.com
Critical Dates in Arizona
Arizona 2013 Real Estate Values are out and Appeal Deadlines are quickly approachingAppeal Deadlines are quickly approaching.
– The new 2013 Arizona real estate property values are out in a few counties and will continue to be released throughout February for other counties.throughout February for other counties.
– The deadline to appeal these values is 60 days from the date the new value was post marked.
It is important not to miss the appeal deadline.
– The new values will impact the tax bills for 2013.
www.paradigmtax.com
Arizona Tax Appeal Information
In Arizona the values are appealed 18 months in advance from when the tax bill comes out.
Paradigm Tax Group is currently in the process of reviewing financials for our p gclients as well as performing workups for the upcoming appeal deadline.
Please contact us so we can review yourPlease contact us so we can review your property as well.
Deadlines in Arizona are 60 days from when the new value is post marked.
www.paradigmtax.com
Property Tax Offices
NJ
Atlanta Dallas Indianapolis Phoenix San Jose
Austin Denver Kansas City Pittsburgh Seattle
Boston Detroit Minneapolis San Antonio Simi Valley Boston Detroit Minneapolis San Antonio Simi Valley
Buffalo Ft. Lauderdale New York City San Diego St. Louis
Chicago Honolulu Orange County San Francisco Washington DC
Cleveland Houston Philadelphia
Scope of Services
Paradigm’s National Property Tax Practice provides a full range of comprehensive property tax services including but not limited to:
Real Property– Annual Assessment Review– Assessment Appeals
• Filing• Advocacy• Preparation and Presentation• Consulting
– BudgetingLiti ti S t– Litigation Support
– Proactive, Pre-Enrollment Consulting
www.paradigmtax.com
Team Resumes
Robert C. Dunlap - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Director - Mid-America Region– Former Partner with KPMG’s State and Local Tax
Practice– Over twenty years of Property Tax Experience– Former Member of KPMG’s State and Local Tax
Educational Background
– BA, Michigan State University– JD, Ohio Northern University
Email Address
Executive Committee, Partner in Charge of Phoenix State and Local Tax Practice, National Property Tax Practice and National Sales and Transaction Tax Practice
– Former Deputy City Auditor for the City of Phoenix, where he was responsible for the privilege license tax
hearing and productivity study functions– Former Tax Hearing Officer for the City of Phoenix,
where he was responsible for the administration and legal determination of appeals from privilege license tax assessments
Professional Designations and Affiliations
– Member, American Institute of Certified Public Accountants
– Member, Arizona Society of Certified Public Accountants– Member, Arizona State Bar
www.paradigmtax.com
Team Resumes
Dale K. Armstrong - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Former Manager with KPMG’s National Property Tax
Practice– Twenty-five years of experience in real estate and
personal property ad valorem tax and valuation services
Educational Background
– BS, Accounting and Finance, Wright State University, Dayton, Ohio
– Institute for Professionals in Taxation Courses– Arizona Department of Revenue Courses
in multiple states– Experience in the valuation of personal property in all
industries– Represents clients in manufacturing, construction,
telecommunications, high technology, leasing, retail, and service industries
Email Address
– Successfully assisted clients in obtaining tax credits
Professional Designations and Affiliations
– Licensed Arizona Property Tax Consultant
www.paradigmtax.com
Team Resumes
Mark Whitney - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Former Manager with KPMG’s State and Local Tax
Practice– Managing Consultant with Paradigm Tax Group
specializing in assisting commercial property owners
Educational Background
– BS, Arizona State University
Email Address
[email protected] their real property tax valuations and obligations in Arizona, Nevada, and Utah and manages property tax appeal portfolios for large multi-state clients
– Over twenty years of State and Local Tax Experience including: sales and use tax, unclaimed property, business incentives, income tax credits, employment
tgrants– Formerly responsible for KPMG’s Sarbanes Oxley
advisement of related to taxes; worked with over a dozen SEC companies related to internal controls related to taxes
– Former City Auditor for the City of Tempe, responsible f th i il li t li i d i t l ditfor the privilege license tax liaison and internal audit functions
– Former Managing Director of training and audit firm specializing in federal cash reporting requirements
Professional Designations and AffiliationsProfessional Designations and Affiliations
– Member, American Institute of Certified Public Accountants
– Member, Arizona Society of Certified Public Accountants
www.paradigmtax.com
Team Resumes
Roberta Fausey - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Over twenty years of Property Tax Experience– Former Senior Manager with Thomson Property Tax
Services, previously Deloitte & Touche Property Tax Services. Responsible for client service, property
Educational Background
– BS, Arizona State University– CMI, Institute for Professionals in Taxation– Numerous real estate and appraisal courses and
seminars from the Arizona School of Real Estate and Business and the Institute for Professionals in Taxation
reviews and appeals through all levels on a variety of property types. Additionally responsible for training new staff, and oversight of administrative staff in filing and tracking appeals.
– Former Tax Agent with Real Estate Tax Services/Van Scoy & Associates
Email Address
Professional Designations and Affiliations
– Member, Institute for Professionals in Taxation– Member, Arizona Commercial Real Estate Women– Registered Arizona Property Tax Agent
www.paradigmtax.com
Team Resumes
Holly I. Unck - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Former Senior Tax Manager with Insight Enterprises
and Phelps Dodge Corporation (now Freeport –McMoran Copper and Gold, Inc.)
– Former Senior Manager with KPMG’s State and Local
Educational Background
– BA, University of Illinois – Urbana-Champaign– JD, University of Illinois – Urbana-Champaign
Email Address
Tax Practice– Over seventeen years of State and Local Sales and Use
Tax Experience– Former Tax Policy Supervisor for the Arizona
Department of Revenue, responsible for tax rulings , private letter rulings and legal interpretations of the
Arizona tax laws
Professional Designations and Affiliations
– Member, Illinois State Bar– Member, Institute for Professionals in Taxation
www.paradigmtax.com
Team Resumes
Thomas Currey - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Twenty-five years Property Tax Experience– Former Owner, Currey & Associates; Property Tax – Former Senior Tax Manager, Deloitte & Touche
Property Tax Group (Phoenix, ,AZ)
Educational Background
– Drake University
Email Address
[email protected] y p ( , , )– Former Regional Manager/Property Tax Agent for Tax
Management Group. (Arizona/Nevada)– Former Commercial Appraiser, Maricopa County
Assessor’s office (5 years)
Professional Designations and Affiliations
– Licensed General Appraiser, Nevada (inactive)– Registered Property Tax Agent (Arizona)– Arizona Tax Court Approved
www.paradigmtax.com
Team Resumes
Timothy Toltzman - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Residential Real Estate Appraiser;
• Appraisal Tek• Precision Appraisals• Valuequest Appraisals – previously Sunpoint
Educational Background
– Licensed Residential Appraiser in the state of Arizona– I.A.A.O. level 1, 2 & course 300– Certificate of Completion at the American Institute of Real
Estate Appraisal– 60 Credit hours at Arizona State University and Valuequest Appraisals previously Sunpoint
Appraisals– Over twenty-three years of Property Tax Experience– Maricopa County Appraiser for 7 1/2 years– Arizona Department of Revenue for 7 1/2 years
yScottsdale Community College
Email Address
Professional Designations and Affiliations
– Member, Arizona Association of Property Tax Agents– Former Member, International Association of Assessing
Officers
www.paradigmtax.com
Team Resumes
Kristin Nelson - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Senior Managing Consultant– Over nineteen years experience in real estate and
personal property ad valorem tax valuation , audit and compliance services across the United States for major manufacturing, commercial, retail, hotels, resorts and timeshare properties banking and financial leasing
Educational Background
– Arizona State University, BS in Accounting– Numerous property tax classes from International
Association of Assessing Officers, Institute for Professionals in Taxation, Wichita State University (Communications, Energy and Transportation Properties)and Arizona Department of Revenuetimeshare properties, banking and financial, leasing,
pipeline, airline, and utility properties– Former Senior Manager, Property Tax, Thomson
Reuters Property Tax Services– Former Senior Tax Manager, KPMG– Former Personal Property Auditor, Maricopa County
Properties)and Arizona Department of Revenue
Email Address
Assessor’s office (5 years)
Professional Designations and Affiliations
– Registered Property Tax Agent (Arizona)– Licensed Texas Property Tax Consultant
www.paradigmtax.com
Team Resumes
Robert T. Williams - Phoenix
Professional Experience Educational BackgroundProfessional Experience
– Managing Consultant
– Supervisor and real property tax appraiser with the Arizona Department of Revenue for sixteen years
– In charge of the statewide valuation and appeals of electric and gas utility companies, electric generation
Educational Background
– BSBA, Real Estate, University of Arizona
– WASATA Unitary Appraisal School valuation and audit courses for utility and railroad properties
– Numerous appraisal and real estate courses and seminars offered by the American Institute of Real Estate g y p , g
plants, railroads, and pipeline companies. Supervised valuation and appeals of telecommunication companies, airlines, private railcars, and water and sewer utility companies.
– Provided technical valuation assistance, guidelines, and training to local assessor appraisal personnel in the 15
yAppraisers, Arizona Department of Revenue, IAAO, and the Wichita State University Ad Valorem Tax Conference.
Email Address
[email protected] pp pCounty Assessor Offices of Arizona. Developed state-wide capitalization rate studies for commercial, multi-family, and industrial properties, including sales and income/expense data, for use by the 13 non-metropolitan assessor offices in the valuation and appeals of these properties .
– Thirty years experience in real estate appraisal, lending, development, consulting, sales, and title and escrow
Professional Designations and Affiliations
– Licensed Property Tax Consultantp y
– Member, International Association of Assessing Officers
– Member, Central Arizona Chapter of IAAO
www.paradigmtax.com
Contact Information
• 3030 N. Central Avenue3030 N. Central Avenue
• Suite 1001
• Phoenix, AZ 85012
• Direct: (480) 302-5039 • [email protected]@paradigmtax.com
Kylie CookRegional Market Development Representative
This document is protected under the copyright laws of the United States and other countries as an unpublished work This document contains information that is proprietary and
Development Representative
www.paradigmtax.com
This document is protected under the copyright laws of the United States and other countries as an unpublished work. This document contains information that is proprietary and confidential to Paradigm DKD Group LLC or its technical alliance partners, which shall not be disclosed outside or duplicated, used or disclosed in whole or in part for any purpose other than to evaluate Paradigm DKD Group LLC. Any use or disclosure in whole or in part of this information without the express written permission of Paradigm DKD Group LLC is prohibited.
© Paradigm DKD Group LLC (Unpublished). All rights reserved.