RETURN COMPLIANCE

Numerous jurisdictions require submissions of returns annually. Depending upon the nature of the property and the jurisdiction, it may be required or advisable to file financial information, asset listings, shipment records, balance sheets, and other documents to the assessor by statutory due dates.

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Testudo performs the below services for both personal property and real estate and for all business types.

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• Reviews the return requirements of assessing jurisdiction

• Requests, reviews, and compiles the necessary documentation and data to comply with rules, regulations, and statutes

• Suggests filing strategies to change the resulting taxable value, assessment ratios, or other means of reducing the overall tax

• Suggests filing strategies that withstand or may avoid audit

• Investigates exemptions, abatements, and credits
• Timely files returns and any other required or appropriate submissions to the assessing authority in a clear and compliant manner
• Considers both long-term and short-term tax savings

And, much more