Case Study: Retail Personal Property

⬤ 01. Challenges

Challenging Uniform Depreciation Schedules for 24/7 Fast Food Operations in Texas County

In a Texas county, standardized depreciation schedules for fast food equipment were being applied uniformly across the industry. However, our client owned multiple locations operating 24/7, resulting in accelerated wear and tear on their assets and significantly reducing their useful life compared to the standard schedules.

This unique situation necessitated the identification of a special case for our client.

⬤ 02. Approach

Creating Special Case Accelerated Depreciation Tables and Leveraging Relationships

Our approach involved the development of special case accelerated depreciation tables tailored to reflect the true useful life of the assets based on their continuous utilization. These tables needed to be compelling and serve as effective negotiation tools with the local jurisdiction.

⬤ 03. Solution

Securing Tax Reductions through Strategy, Negotiations, and Relationships

Through the implementation of our strategic approach, effective negotiations, and leveraging our relationships, we successfully secured an average tax reduction of 26% across all of the client’s personal property accounts. The client was pleasantly surprised by our ability to negotiate and secure accelerated depreciation, leading them to retain our services as their trusted agent and advisor.

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