About PTAG

Our Background

* Comprised of former local government officials, certified appraisers, and state practice leaders from the world’s largest tax accounting firms, PTAG was established to assist owners of commercial real estate and personal property exclusively for the Florida marketplace.

* PTAG’s managing partners Jeff Nelson and Tim Hart initially developed their valuation skills working for the Palm Beach County Appraiser’s Office where they held titles such as Chief Appraiser – Commercial Department, were expert witnesses at VAB hearings, helped develop county appraisers’ valuation systems and state property tax laws which remain in place today. They both assessed 100% of Palm Beach County’s commercial real estate.

Jeff and Tim moved from the PBCAO  to manage the entire state of Florida property tax practice for Deloitte Tax LLP, PTS (who sold their national property tax practice in 2007 and through subsequent mergers/acquisitions is now owned and operated by Ryan.)

* In July of 2002, US legislation (SOX) was enacted to strictly regulate corporate transparency. Audit firms were required to separate their conflicting engagements and reassign services. This turn created an opportunity for Jeff to start his own practice, retain a portion of his clients free of conflict and manage the Florida portion for several national portfolios.  PTAG was born out of necessity.

*PTAG principal partners’ public experience and intimate knowledge of the appraisal methods local government officials prefer are buoyed by understanding our clients’ entitlements. Their entire professional careers have taken place within the property tax industry and more qualified professionals do not exist within Florida’s marketplace.

  Managing Partner & Founder of PTAG

Our Philosophy

We believe in proactive, client-focused tax management, ensuring that every decision is made with precision and strategic foresight.

Our Principle

Integrity and transparency guide our actions, committing us to provide honest, reliable tax services that uphold our clients’ trust.

Keys To Success

Our success is built on expertise, thorough market understanding, and strong client relationships, driving effective and efficient tax solutions.

The PTAG Advantage

Senior Level Representation / Market Presence

Senior Level Representation / Market Presence

  • Senior management personally represents PTAG clientele informally and at VAB hearings, the most critical stages of the process.

  • Firm partners have spent their entire professional careers within the property assessment industry, both public (former county appraisers) and private.

  • PTAG represents $30B+ of Florida commercial real estate and more square footage for several asset classes than any firm in the USA… including national practices.

  • PTAG is associated with property tax specific government lobbyists influencing Florida legislation.

Government / Big4 Background

  • PTAG’s Jeff Nelson and Tim Hart worked together and developed the foundation of their commercial property tax careers at the Palm Beach County Appraiser’s Office.

  • After twelve years Jeff Nelson‘s final position at the Palm Beach County Appraiser’s office was Chief Commercial Appraiser.

  • Taxing authorities throughout the entire state of Florida acknowledge PTAG partners’ government experience and recognize our valuation models. 

  • Firm partners managed Deloitte’s (who sold their national property tax practice in 2007 and through subsequent mergers/acquisitions is now owned and operated by Ryan) Florida property tax practice for 7 years prior to SOX legislation.

Proactive Efficiency

  • PTAG begins informal processes during the winter/spring months.

  • PTAG clients benefit from tax mitigation acquisition strategies applied prior to closing.

  • Both government and PTAG clients benefit from early, informal resolutions.

  • Clients are capable of knowing their tax liability months in advance.

  • Budgeting and accruals challenges are minimized when values are resolved early.

  • The same valuation models used by the government coupled with management’s experience working for county appraisers create precise presentations and quick decisions.

 

Client Service/Results

  • Personnel is responsive and quick to react to your requests. Most often PTAG responds to client inquiries the same day.

  • Reports are delivered on time and according to specs.

  • If our clients wouldn’t sell their assets PTAG would experience virtually zero client turnover.

  • Lower your taxes with our no gain – no pay fee structure.

 

Why You Should Appeal Your Taxes

  • You would never allow the IRS to prepare your tax return, would you? Why would you allow the County to determine your commercial real estate property’s taxable value? Letting them determine it may cause you to overpay on your taxes.

  • Florida counties mass appraise millions of commercial real estate properties and often make considerable mistakes.

  • Property Tax Alliance Group – PTAG corrects these mistakes and therefore saves you money.

  • This year’s reduction will not only save you money now, but will continue to save you on future tax bills.

  • No worries; your CRE property’s taxable value cannot increase when you request an appeal.

  • Having PTAG on your side will put you in the best position every year. See, Florida counties revalue all CRE properties each year, which is why Property Tax Alliance Group will appeal your commercial real estate taxes every year, even if you filed an appeal the previous year.

Who Can We Help?

Auto Dealerships

Fast Food Restaurants

Financial Institutions

Hospitals

Hotels and Motels

Industrial and Manufacturing

Mobile Home Parks

Multi-family Buildings

Office Buildings

Recreational Facilities

Restaurants

Shopping Centers

Retail Buildings

Warehouses

Vacant Land

Retirement Homes

Hospice Facilities

Large Developments

Shared Work-Space Facilities

Self-Storage Facilities

ALL Commercial Type Properties

Our clients’ assessments are among the lowest in all Florida markets.

Partners at PTAG

FIRM PARTNERS HAVE SPENT THEIR ENTIRE PROFESSIONAL CAREERS WITHIN THE PROPERTY ASSESSMENT INDUSTRY, BOTH PUBLIC (FORMER COUNTY APPRAISERS) AND PRIVATE.

Jeff Nelson

Managing Partner

Tim Hart

Partner - Director of Appeals

Are you looking to reduce your property taxes?

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