TAX INCENTIVES
Are you maximizing incentives on your project?
We develop a competitive incentive package, including credits, abatements, grants, financing, and infrastructure assistance
When was the last time you reviewed your property tax assessments?

Our clients typically enjoy lower tax levels by as much as 10-50% after hiring our team of advocates.

Our clients typically enjoy lower tax levels by as much as 10-50% after hiring our team of advocates.

Our clients typically enjoy lower tax levels by as much as 10-50% after hiring our team of advocates.

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Industrial tax assessments are inaccurate
Will your property tax and incentive compliance process save your company money this year?

Our team works to identify perpetual property tax savings strategies while we prepare your company returns.

Our team works to identify perpetual property tax savings strategies while we prepare your company returns.

Our team works to identify perpetual property tax savings strategies while we prepare your company returns.

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ABOUT

JM TAX ADVOCATES

We built our foundation on these three client-centered principles; honesty, integrity and fairness. Our goal is to become your long-term business partner. At JM Tax Advocates, our diverse team of professionals provides tailored strategies to help our clients achieve real cost reductions while maintaining control over their material annual property tax costs.
One of the many benefits of engaging JM Tax Advocates includes our no-cost, three-step process for to effectively highlighting available planning opportunities:

Step 1 – Provide Initial Consultation and Briefing, which is our effort to initiate a conversation with you.

Step 2 – We conduct a Program Assessment where we take look at your company structure, property ownership to assess the availability of programs and savings opportunities that might be available.

Step 3 – We provide our Qualified Recommendations where we present what opportunities might be available to your company, given your current and future planning status.

PROPERTY TAX REVIEW

When did you last review your property taxes?

PROPERTY TAX COMPLIANCE

We help you remain compliant with your tax incentives though the huge burden of paperwork.

TAX INCENTIVE PROCUREMENT

Let our experience and proven process help you with economic incentives nationally.
RECENT NEWS

Update on Camden Project

CARROLL COUNTY, Ind. (WLFI) — Hundreds of jobs and $400 million are riding on a project in Carroll County. But it is not progressing as fast as originally planned.

News 18 looks into what’s behind the decision to delay approval of a multimillion-dollar tax abatement for GEP Fuel & Energy, despite the Carroll County Council passing a preliminary resolution last month.

Plans to launch a multimillion-dollar energy project near Camden may have hit a bump in the road. As Carroll County Economic Development Corporation executive director Laura Walls previously told News 18, the abatement is for $12.9 million.

“Because of the lending situation and because we want to start addressing hiring, bringing contractors in to start soil boring and other construction diligence, there’s some urgency around this project and we’d really like to see this wrapped up by year end,” said Josh Malancuk, president of JM Tax Advocates – GEP’s site selector.

The county council tabled a motion Wednesday to approve a tax abatement for the GEP’s Indiana project.

Council president Jamie Rough said the decision was made after the council’s attorney met with representatives from GEP and the Carroll County Economic Development Corporation on Tuesday.

Malancuk is optimistic they will get the project approved.

“All parties just need to take a step back to go through and iron out the important details, so that we have a good understanding of how we can help one another out,” Malancuk said.

Rough says Tuesday’s meeting yielded information that was previously unknown to the council and might affect the final consideration of the abatement request. However, he did not disclose that information.

Rough was not available to do an on-camera interview, but released a statement saying:

“The council is very much interested in attracting new industries into this community. But not without its leaders being well informed about the totality of the industry and its impact on our community living standards.”

Malancuk said, “There’s a lot of moving parts with a project like this. And so just knowing what the plan is for electric and plumbing, and roads and rail, and having a good firm understanding of what you’re getting yourself into, and who’s responsible for what expenses.”

Rough said the council’s attorney, outside counsel and the Economic Development Corporation are working with GEP on the agreement.

The council will meet in executive session to finalize negotiations on Monday. It will hold a final vote on the abatement on Dec. 29.

Oops! Did you miss it? Property Tax Assessment Information

Indiana assessing officials typically issue annual Notice of Assessment of Land and Structures/Improvements (Form 11) to update real property tax assessed values. What does a Notice of Assessment of Land and Structures/Improvements or Form 11 look like?  See below example. This notice is extremely important as it designates the deadline (45 days from the date listed on the Form 11) to appeal the applicable assessment year. Notices are typically issued between January 2 and the spring tax bill the following year. If the deadline is missed, there is not another appeal opportunity for that year.

In some cases, assessment notices are not issued if the assessment did not change from the previous year. If a taxpayer does not receive a notice, then the deadline to appeal is 45 days from the date the spring tax bill is issued. This date will be located at the top of the tax bill.

JM Tax Advocates does its best to track deadlines per county; however, in some cases, the county is unable to document the Notice date due to record keeping shortfalls. To ensure the deadline is not missed, it is crucial JM Tax Advocates receives a copy of these notices for every parcel.

In summary, following steps are recommended to assist with preserving your appeal rights:

  1. Designate an internal point of contact for opening county notices and forward this tutorial email for their reference.
  2. Save a copy of the original county envelope that contained the notice (sometimes the date mailed may be substantially different than the notice date).
  3. Forward a copy of the Form 11 and the county envelope to JMTA when they are received.

 

Please feel free to respond with any questions. We appreciate the opportunity to advocate for your best interests.

Form 11 Example:

Speak to a consultant that has saved millions of dollars to clients who never realized they were over paying taxes.

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