Services /

DILIGENCE

Tax strategies and advisory that amplify value.

Real Property Tax
Diligence Support Modern Tax Group
Diligence

DUE DILIGENCE

Modern Tax Group is equipped to conduct pre-acquisition due diligence and property tax forecasting to assist you in commercial real estate purchases and investments.

As a result of the analysis, Modern can provide tax budgets and pro forma studies including comprehensive reporting and detailed documentation which forecasts a property’s real estate tax liability for 2-5 years after the acquisition.

THE MODERN DUE DILIGENCE APPROACH:

Pre-Acquisition Liability Evaluation

In addition to reviewing and providing insight into tax liability items, our team will provide guidance regarding:

  • Tax Rate Expectations
  • Impact on Assessed Value
  • Property Reassessment Occurrences
  • Additional considerations
2

Personal Property Market Valuations

We developed a comprehensive process to discover all personal property in your jurisdictions and evaluate if the property is subject to taxation or exempt from taxes.

3

Cost-Benefit Analysis

Our cost benefit analysis is the foundation of the decision-making process and offers unique and valuable insights you can rely on to make informed investments.

1

Our clients success

Improving bottom-line performance.

Modern’s proprietary method produces significant, repeatable property tax savings year after year. Our focus on performance keeps you moving forward, and our success is measured by real dollars added to your bottom line. Our innovative approach to tax strategy enables us to lead the industry in finding hidden value.

Our tax experts are skilled in serving the distinct needs of a multitude of industries, including:

  • Agriculture
  • Food & Beverage
  • Healthcare
  • Manufacturing
  • Oil & Gas
  • Retail
  • Transportation
  • and more

Quick LInks