Tax Talent SolutionTrainings
Programs

Property Tax Essentials

Real and personal property tax compliance, assessment review, appeals, and exemptions.

Theory + practical training + case studies + activities + simulations + software

Level
Freshers
Subject
Specialist Tax
Format
5-day program

Day by day

  1. Day 1

    How property tax works

    • Real and personal property
    • Assessment ratios and millage rates
    • The annual property tax cycle

    Practice: Recalculate a tax bill from assessment data.

  2. Day 2

    Valuation

    • Cost, income, and sales comparison approaches
    • Reading assessment notices
    • Common assessor errors

    Practice: Review sample assessments and flag questionable values.

  3. Day 3

    Business personal property

    • Fixed asset listings
    • Depreciation schedules and renditions
    • Ghost assets and disposals

    Practice: Prepare a rendition from a client's fixed asset register.

  4. Day 4

    Appeals

    • Appeal deadlines by jurisdiction
    • Building evidence
    • Informal review and formal hearings

    Practice: Prepare an appeal package for an over-assessed property.

  5. Day 5

    Exemptions and capstone

    • Exemptions and abatements
    • Payment and compliance calendars
    • Client reporting

    Practice: Complete a multi-location case study and compliance calendar.

More than theory

We don't just teach the rules. This program includes practical training, case studies, activities, simulations, and hands-on software training.

Software covered

Hands-on sessions run in the platforms your team uses. See all software

Property tax

Renditions, assessment tracking, appeals, and bill payment.

  • ONESOURCE Property Tax
  • Avalara Property Tax
  • County assessor and collector portals

Fixed assets and depreciation

Asset records, depreciation schedules, and book-to-tax differences.

  • CCH ProSystem fx Fixed Assets
  • Fixed Assets CS
  • Sage Fixed Assets
  • Bloomberg Tax Fixed Assets

Data and AI tools

Cleaning client data, automating workpapers, and using AI with review controls.

  • Microsoft Excel
  • Power Query
  • Power BI
  • Alteryx
  • Microsoft Copilot
  • ChatGPT
  • CoCounsel

Your trainer

Portrait of Vijay Narayandas

Vijay Narayandas

Two decades training tax teams and building US tax practices

Vijay Narayandas has spent over two decades training tax teams and building US tax practices that deliver. He has hired hundreds of professionals, interviewed thousands, and coached them into reviewers and leaders.

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