Tax Advisors Group LLC

Tax Advisors Group LLC is a provider of tech-enabled property tax consulting services, focused on optimizing property tax liabilities for various businesses across multiple industries. Founded in 2001 and headquartered in Dallas, US, Tax Advisors Group LLC specializes in property tax consulting, aiming to streamline tax burdens for its clients. The company has completed a total of 2 deals, with its most recent deal occurring on April 1, 2021, when Skylark Private Equity Partners acquired a majority stake in the company as part of a recapitalization. The acquisition was intended to expand the firm's market reach.

The current CEOs are Lynn Krebs and Mark Mawri. Tax Advisors Group (TAG) specializes in tech-enabled property tax consulting services that optimize property tax liabilities for businesses. Their services include comprehensive assessments and management of business personal property (BPP) and commercial real estate taxes. TAG leverages advanced technology and a team of certified tax consultants to ensure fair market valuations, helping clients mitigate inflated property tax assessments.

The firm serves a diverse range of industries, including oil and gas, retail, chemicals, agriculture, and logistics, operating nationally, particularly in states such as Texas. Over 700 brands rely on TAG for efficient property tax management. TAG utilizes a contingent fee model for its business personal property consulting services, where fees are based on the savings generated through their fair market value approach. Clients are charged a small location fee for tax filing processing, while the contingent fee reflects the difference between what clients would have paid under traditional cost-depreciated filings versus the final values achieved through TAG's services.

Additionally, TAG employs a flat fee structure for compliance and real estate consulting. This model aligns the firm's interests with those of its clients, ensuring mutual benefits from successful tax mitigation. Following the acquisition on April 1, 2021, Tax Advisors Group LLC plans to expand its market reach significantly. The recent funding will be utilized to support this growth strategy by allowing the company to enhance its service offerings and possibly enter new geographical markets.

Specific plans for upcoming service developments or market expansions have not been disclosed, but the focus will likely be on bolstering existing capabilities to better serve a wider client base.