Personal Property Consulting

Maximizing your tax savings requires a comprehensive review of every asset your company owns. Even experienced tax consultants often take an overly broad approach that puts their clients at a disadvantage. They identify the largest facilities and most obvious opportunities for savings to ensure a “reasonable” assessment. Our personal property tax service is not a simple “review.” We conduct a relentlessly thorough analysis that drives consistently superior outcomes and substantially greater tax savings. We conduct a detailed and exhaustive study to identify and implement tax reduction strategies on the equipment you own based on the way you use it. We will provide the information you need to decide which strategies best serve your needs. The result: When you sign your personal property tax return, you can rest assured that your assets have been reported according to the local property tax assessment regulations.

Our Services Include

Classification analysis
Pollution control certifications
Specialized equipment studies
Inventory exemption and valuation
Obsolescence and plant utilization studies
Abatement and incentive planning and compliance
Audit support
Compliance
Tax accruals, budgeting and planning

The Fulcrum Process

Every client matter includes critical steps: asset data review, site visits, identifying tax-saving opportunities, recommending strategies, filing returns, and ongoing compliance support.

Initial Review & Reconciliation

Reconcile: Compare previously filed renditions with fixed asset data. Understand: Gain… Read More

Preliminary Analysis & Site Visit

Identify: Spot potential areas for savings. Plan & Organize: Ensure site visit efficiency… Read More

Detailed Review & Analysis

Analyze: Review findings and discuss with on-site personnel. Identify: Determine… Read More

Recommendation

Present: Discuss tax reduction opportunities and their potential impact. Review: Analyze… Read More

Implementation

Prepare: File returns, including inventory and abatements.

Ongoing Support

Support: Provide full audit/appeal support. Compliance: Ensure future compliance and tax… Read More

Take Your Power Back

At Fulcrum, we believe that taking your power back starts with reclaiming the critical tax dollars you worked so hard to earn. It’s at the heart of everything we do—maximizing tax savings, being responsive to your needs, and empowering you to regain control of your financial future.

Our team of dedicated experts works tirelessly to ensure that your priorities are in focus. We are passionate advocates, committed to helping clients of every size, location, and industry recover their hard-earned tax dollars and reinvest them where they matter most.

What sets Fulcrum apart is our proactive approach. We don’t just respond; we anticipate your needs, tackle challenges before they arise, and uncover hidden opportunities that others may miss.

“How does Fulcrum consistently recover critical tax dollars others overlook?” the answer is simple: We empower you by caring more, digging deeper, and helping you take your financial power back.