Property Tax Assistance Co., Inc.

“The Mission and objective of Property Tax Assistance Company, Inc., is to ensure that our clients pay the lowest amount of tax required by law-not a penny more than their fair share.”

Property Tax Assistance Co., Inc.

Office Locations:

- Bellflower, Southern California

- Walnut Creek, Northern California

David L. Gangloff Sr. Founder-1975

• Pioneer in Personal Property Representation

• Represented numerous clients in the State of California, as well as 20 other states and the District of Columbia

• Instrumental in changing software to non-taxable personal property.

• Served on the corporate tax staff on such companies as Georgia Pacific, Purex Corporation, McDonnell Douglas and California Computer Products as Director of Taxes

David L. Gangloff Jr.President

• Speaker at professional associations • Appointed to the Institute for

Professionals in Taxation 2005 Advanced Property Tax Education Committee.

• Instructor at the IPT’s, Advanced Personal Property Tax School

• Member of the California State Bar • Published Attorney

Sean P. KeeganVice President

• Property Tax Representation since 1988• Expertise in semiconductor, printed

circuit board, aerospace/military component manufacturing, CD/DVD mfg, music recording, audio / video post production & real estate.

• Member IPT, SAA• Law School Graduate

Ronald W. Gangloff, Esq.Vice President

• Property tax representation since 1988• Los Angeles County Assessment Appeals

Board, has declared Ron an “Expert In Taxation”

• Worked with CalTax in the re-writing of the Assessors handbooks.

• California Real Estate Broker• Member of: California State Bar, SAA

Firm ExperienceNAMES

David L. Gangloff Sr., BS, JD

David L. Gangloff Jr. Esq.

Ron W. Gangloff, Esq.

Sean Keegan, BS, JD

Arthur E. Bennett, CMI

Gilbert Arciba, BS

Shelley Battistoni

Kris Chacko, BS, JD

YEARS OF EXPERIENCE 40

27

23

23

40

12

12

17

Firm Experience Cont.NAMES

Linda Offringa, BS

J.P. Patel CPA

Albert Zamarripa, BS

Linda Boehme

Travis Carlson

Aaron Smith

YEARS OF EXPERIENCE

25

21

16

40

5

5

300+ Years of Experience Areas of Taxation Include

◦ Real Estate◦ Business Personal Property◦ Sales and Use Tax◦ Direct Assessments and Incentives

How Do We Get Paid?• We work primarily on contingency• Splitting any refunds or tax savings we can effect.• We absorb all costs

– Travel– Witness fees– Appraisals

• We can also offer a “menu plan” approach to our fee structure to provide flexibility, dependent upon our clients preference towards fixed fee per diem, fixed fee plus contingency or total contingency.

Benefits to Our Clients• Reductions and/or Savings in your taxes• Possible future savings• Peace of mind for you and your share

holders• Independent third party validation of

values to assure the accuracy of your assessments

Who Are Our Clients?• From Healthcare to Ski Resorts• Medium firms to Fortune 500’s.• We have the expertise and experience

to secure reductions in most any industry.

• Many companies are too constrained by time, staffing or in house expertise to do a detailed review.

Starting the Process• Execute an engagement contract• Collect the required paper work.• Including

– Contracts– Agencies– Tax Bills– 571L (Business Property Statement)– Audit Papers– Fixed Asset Detail

• (Preferably electronic media)

• Let’s get started with our analysis!

Touring the Facility• Reviewing real and personal property data and then touring the facility• Allows us to become more focused on relevant property issues• Identify tax savings opportunities

Are You Being Treated Fairly?

• File an Appeal (if warranted)• Prepare all documents• Present to Assessor• Attempt to resolve informally• If satisfaction is not obtained, we

will represent you at the Assessment Appeals Board

The Benefits of a Second Review

• Fresh Approach• New Opinions• New Eyes-New Issues• Experience and Expertise• There is a great deal of value in an independent 3rd party

evaluation

What Sets Our Company Apart?

PTA vs. The Competition• Established in 1975, 40 years of client service• Longer than most providers, larger firms started their practice in the

late 1980’s• We have proven experience by working with thousands of businesses• Pioneered many valuation techniques to meet the unique needs of

our clients• Developed professional well respected relationships with the local

taxing authorities throughout California and the U.S.

PTA’s Experience• Highly successful at , Reviewing,

Analyzing, Appealing and Reducing State and Local Taxes

• We have represented many different Industries

• Developed a vast database of many successful cases to draw from

Expertise That Counts• We are unique because we are large

enough to have in-house expertise and small enough to give individual attention to our clients

• We Employ Accomplished Seasoned Professionals

- Former Corporate Tax Directors- Former Assessors- Appraisers- State Auditors- Published Attorneys

Client Testimonials “The decision to outsource 36 states to your firm has saved us not only time, but has also saved us money.”

– Charles Schwab and Company

“Your knowledge and expertise in dealing with the county extends beyond that of the typical taxpayer, and was invaluable in identifying and securing the savings.”

John Besser, Controller

– Quest Diagnostics

Client Testimonials Cont. “…As a real estate company, property taxes comprise of a

disproportionately high percentage of our operating costs…We appreciate the expertise, attention and sense of urgency that you consistently provide when working with us on our real estate assessments.”

Joanne M. Lockridge, S. VP Finance

– Avalon Bay Communities

“Please be advised that Mr. Michael Barton has represented Lawrence Welk’s Desert Oasis since 1996. His efforts on our behalf have provided tax savings in excess of $300,000 per year over the last ten years. We at LWDO are pleased to recommend Mr. Barton and his firm, Property Tax Assistance Co....”

Arnold Palmer Lawrence Welk’s Desert Oasis

Thank You! Nicholas Martinez – Account Manager

Northern California (925) 942-1004

NMartinez@property-taxes.com