Since 2001
THE Experts in
Fair Market Valuation

A singular focus to thoroughly minimize property taxes, free up capital, and eliminate wasteful spending.

most recommended property tax accounting firms 2024

Creating Sustained Results Together

Founded in 2001, TAG was the brainchild of a seasoned property tax professional with a vision for aiding businesses in minimizing their property taxes.

Drawing from his experience as a Texas-based county property tax assessor, our founder recognized that businesses in the state were not excercising their right under the state’s property tax code to file their annual business personal property taxes based on a good faith estimate of fair market value.

Instead, businesses were providing the county their cost data allowing the county to set the market value of their property – an approach that typically results in annual valuations that are 30% above independent ASA-certified market value studies.

With this insight, he embarked on a mission to empower businesses in the state to excercise their filing rights to minimize their property taxes.

Fast forward to today, and TAG’s footprint has grown beyond Texas to the entire country. Today we stand as the largest firm in the country solely focused on business personal and real estate property taxes with more than $19B currently under asset management for more than 700 of the nation’s leading brands.

Transparency Matters

The property tax process often lacks transparency, leading to confusion and mistrust among taxpayers when working with third party consultants. This is why we provide a single, trackable process to empower your team with greater visibility into the entire tax process. 

Our 4 Step Process

STEP 1. DATA GATHERING

We collect and analyze your property-related information to ensure accuracy.

STEP 3. VALIDATION & APPEAL

Our consultants manage taxpayer concerns and grievances, and litigation reviews as needed.

STEP 2. PROCESSING & FILING

We thoroughly examine and handle all information to ensure accuracy and compliance.

STEP 4. FINALIZATION & PAYMENT

We review the bill, potential revisions, and timely settlement to facilitate efficient tax collection.

Our team of on-shore experts provide the highest standard of customized tax consulting. Our tech-enabled service model is unique in the industry – giving our clients visibility into every step of our process and helping us align closely with your goals to create sustained results together.

Significant Opportunity to Reduce Wasteful Spending

Overassessment of business personal and real property costs companies millions every year in unnecessary taxation. Recent tax industry estimates place property tax expenses at the top for most companies, with some estimates being as high as 60%.

Navigating this landscape isn’t just about compliance—it’s about unleashing capital for your projects, paying your fair share, and harnessing the Tax Code to your advantage.

Since it’s beginning, TAG has been focused on ensuring our clients are equally and uniformally assessed by taxing authorities, resulting in over $1.2B saved in overassessments thus far.

Having dedicated expertise of the property tax laws in every state can greatly reduce overassessments, late penalties, and accounting errors – not to mention the time savings for your finance and tax teams.

In state’s where fair market renderings are available, significant savings can be realized for both business personal and real property to drive down taxes and free up capital.

TAG Leadership

Stacey Devore
CHIEF EXECUTIVE OFFICER

As Chief Executive Officer, Stacey brings 20+ years of experience spearheading large-scale business transformations, Stacey currently leads Tax Advisors Group through its own evolution and expansion.

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Bill Hobbs
CHIEF OPERATING OFFICER

In his role as Chief Operating Officer, Mr. Hobbs is responsible for leading the client success organization and the consulting organization to deliver our client-centric tax solutions.

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Steph McNelis
CHIEF FINANCIAL OFFICER

In her role as CFO, Ms. McNelis is responsible for leading the company through its finance transformation and supporting the company through its high-growth trajectory.

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Zeb Hardy
CHIEF TECHNOLOGY OFFICER

In his role as CTO, Mr. Hardy leads TAG’s technology team, who are reimagining the way we use software to provide maximum value and transparency for our clients.

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Lisa Zachary
SR. VP OF CONSULTING

With over 18 years experience in the real estate and business personal property industry, Ms. Zachary manages the tax consulting team to ensure effective results, timely filling deadlines and rapid response to client requests.

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Sharon LaBarge

SR. DIR. OF TALENT EXPERIENCE

With over 20 years of experience collaborating with business leaders to develop, implement, and direct HR solutions, Ms. LaBarge leads our talent experience creating a “best place to work” culture while ensuring talent initiatives align with business growth and success.

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TAG Vice Presidents

Caitlyn Machann
SENIOR VICE PRESIDENT

Ms. Machann leads the team of Vice Presidents responsible for our go-to-market business development strategy designed to create impactful and accelerated tax solutions for clients.

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Sal Barocio
VICE PRESIDENT

Mr. Barocio takes on the pivotal responsibility of executing upon TAG’s business development strategy focused on crafting impactful and accelerated tax solutions for clients.

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Lisa Stensgard
VICE PRESIDENT

Ms. Stensgard is responsible for a comprehensive go-to-market business development strategy addressing over-taxation to create impactful tax solutions for our clients.

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Alan Sparkman
VICE PRESIDENT

Mr. Sparkman assumes the critical role of delivering upon our go-to-market business development strategy aimed at creating transparent tax solutions for clients.

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Our Purpose

We create value through connection: every person, every property, every day.

IMPACT.

We deliver.

INNOVATE.

We challenge the status quo.

EMPOWER.

We do the right thing.

WORKING AT TAG

At TAG, we know that our people are our difference. From consultants and customer success, to sales and support, our team fulfills our purpose to innovate, empower, and impact our clients and the communities we serve.

TAG prioritizes employee health and well-being with policies that encourage respect, trust, and empathy.

Industry Affiliations

Curious about our approach?

A single, trackable process designed to empower your team with greater visibility into the entire tax process.