What sets us apart from other accounting firms or professional service providers you have used in the past?

Megan Lusby and Angie Kirk have routinely asked and suggested additional areas they can help Realterm fulfill their personal property tax obligations. They make it a point to provide options and forward information that may be relevant to our companies.

How have we helped you achieve your goals? Is there a specific experience that stands out?

They have expanded their services to incorporate all required filings, and analyzed our data to suggest new states to file in ensuring compliance in an area our team is less familiar in. In the last year we have filed several years at once for some states to satisfy our filing obligations and get Realterm current.

What has been the highlight of our relationship?

Angie in the past year made sure to timely file several states when information was made available close to the due dates and she made it a focus to ensure a prompt turnaround.

What could we do to best build upon our relationship?

Continue to think of ways to assist Realterm in our personal property tax returns, ensuring we continue to file where required and that we are not missing any entities in the structure with required filings.

Andrew Parker – Senior Tax Manager, Realterm