FIRST, LET'S TAKE A 10,000 FT VIEW

COMPETITIVE SCORES SUMMARY

NTRG

  • NTRG utilizes “Best-in-Class” consultants regardless of their company or firm affiliation. This business model gives our clients the absolute best chance of winning and maximizing savings while minimizing tax liabilities.
  • NTRG competes with no other firm(s), we utilize the top talent in firms across the nation to ensure our clients’ properties are being represented by the best talent on every property in every market.
  • NTRG also utilizes another unique technique, the Dual Review System. Each asset is reviewed by our local experts and NTRG’s in-house valuation team to maximize the outcome of any appeal filed on behalf of our client.
  • NTRG’s new technology platform “TAXNAV” is a complement to our services by providing our clients a real-time dashboard for property tax matters and reporting.
Local Consultants 100%
Best-in-Class 94%
TECHNOLOGY 95%
Centralized Reporting 100%
COMPLIANCE 86%
CONSISTENCY 92%

Traditional / National Firm

  • One contract
  • Provides technology
  • Fee consistency and leveraging
  • Provides compliance
Local Consultants 45%
Best-in-Class 25%
TECHNOLOGY 93%
Centralized Reporting 94%
COMPLIANCE 95%
CONSISTENCY 65%

Regional Firm

  • Control in place
  • Provides technology
  • Utilizes local expertise
Local Consultants 55%
Best-in-Class 40%
TECHNOLOGY 70%
Centralized Reporting 50%
COMPLIANCE 40%
CONSISTENCY 65%

Down Stream

  • Can be effective in certain markets
Local Consultants 40%
Best-in-Class 15%
TECHNOLOGY 25%
Centralized Reporting 12%
COMPLIANCE 25%
CONSISTENCY 10%

THE NTRG ADVANTAGE

Best-in-Class Local Expertise Utilized in all Markets

Fee Consistency and Leveraging

Professionally Managed Program – No loss of Opportunity(ies)

Technology Provided at NO COST

Compliance (Tax Bills, Returns, etc.), and late payment indemnification

Centralized and Consistent Consulting Practices

HOW WE NAVIGATE THE WATERS

OUR FOUNDATION FOR SUCCESS

USING NTRG/BEST-IN-CLASS EXPERTISE, EVEN A SMALL DIFFERENCE CAN MAKE A BIG IMPACT

WHAT WE DO

SERVICES CURRENTLY PROVIDED

SERVICES CURRENTLY PROVIDED

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APPEALS

APPEALS

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TAX BILL ADMINISTRATION

TAX BILL ADMINISTRATION

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TAXNAV SYSTEM & REPORTING

TAXNAV SYSTEM & REPORTING

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The partnership starts today

NTRG LEADERSHIP

Clayton L. Wigley

Clayton L. Wigley

President & Founder
Background: Mr. Wigley is an influential member of the tax consulting community, nationwide, by advocating for improved client communications, reporting, and consultant performance and has been an invited speaker for organizations such as ICSC, BOMA, The Las Colinas Building Owners Association, International Hospitality Accountants Association, and IREM, among others. As the senior advisor to NTRG clientele, his coordinated efforts along with NTRG’s local expertise has resulted in the hundreds of millions of dollars in tax savings on an annual basis.

Debbie Garcia

Debbie Garcia

Executive Director – Consulting and Client Services
Background: Ms. Garcia began her career with NTRG in 2004 as a Senior Director overseeing NTRG’s Southeast Operations in the NTRG Florida Office. In this role, she was responsible for the effective management of a comprehensive property tax consulting program for national and regional clients. This responsibility included the oversight of property tax valuation issues and appeals for a $4B portfolio of commercial real estate and personal property tax assets. Ms. Garcia currently serves as Executive Director – Consulting and Client Services. Her current responsibilities include managing consultants in 100% of all markets to ensure that the “best of the best” consultants are in place throughout the country. She also oversees client services, providing valuation and property tax consulting, appeal/litigation, tax planning, and compliance expertise to ensure satisfaction on client engagements.

Prior to joining NTRG, Ms. Garcia served as Tax Director in the Corporate Tax Sector. Ms. Garcia has combined experience of more than 30 years in the tax industry. She received her Bachelors of Business Administration (BBA) degree in Corporate Management, cum laude, from Florida Atlantic University. Ms. Garcia is also a long-standing member of the Institute for Professionals in Taxation (IPT).

Joshua Sanchez

Joshua Sanchez

Executive Director – Valuations & Analytics
Background: Mr. Sanchez has been in the real estate and property tax industry since 2005. He has nationwide experience in both commercial property valuation and property tax consulting.

Within NTRG, he is responsible for managing the appeals process for several NTRG clients and assisting clients with budgeting property taxes for currently owned properties and potential new acquisitions. Mr. Sanchez earned his Bachelor’s Degree in Finance from Yeshiva University’s Sy Syms School of Business. He is a licensed Senior Property Tax Consultant in the State of Texas.

David Martinez

David Martinez

Director – Property Tax Services
Background: Mr. Martinez has served the property tax industry since 2003.  NTRG relies on this experience to provide best-in-class service to our clients and consultants.  His extensive experience spans multiple industries including industrial complex manufacturing, healthcare, multi-family, hospitality, telecommunications, data centers, retail, restaurants, transportation, and oil and gas.  Specific responsibilities at NTRG include appeal services, valuation analyses, pre-acquisition estimates, and budget preparations.  Mr. Martinez’s strengths in client relations and new business development allow him to support NTRG, its clients, and consultants well beyond the data.

Prior to joining NTRG in 2018, Mr. Martinez served as Director, Tax Manager, and Tax Consultant for such firms as RETC, Grant Thornton LLP, and Deloitte Touche LLP.

His skill set includes multi-state property tax appeals and negotiation, multi-state property tax audit representation, and multi-state property tax return preparation.

Mr. Martinez is a licensed Property Tax Consultant in the state of Texas and a certified member of the Institute for Professionals in Taxation (IPT) and the Tax Association of Property Tax Professionals (TAPTP).  He earned his bachelor’s degree in business at the University of North Texas.

Greg Lusé

Greg Lusé

Director of Operations
Background: Mr. Lusé joined National Tax Resource Group in 2002. He began his career in the real estate property/asset management industry in 1983 and has worked with nationally-known owners of privately- and publicly-held commercial and multifamily properties. While in asset management representing a national portfolio comprising approximately 30,000 apartment homes, he spent 10 years directly involved in all aspects of ad valorem property tax matters. Mr. Lusé provides NTRG with many years of experience understanding an owner’s perspective of property tax issues and providing hands-on management of property tax consultants. His organizational and analytical skills along with his ability to develop and implement strategic and support initiatives ensure our processes and procedures operate efficiently on a consistent basis to the benefit of all whom we serve.

After attending the University of Oklahoma, Mr. Lusé completed his Bachelor of Science degree in Business Administration at the University of Texas at Dallas.

Jan Foresee

Jan Foresee

Manager of Administration
Background: Ms. Foresee joined National Tax Resource Group in 2014. She came to NTRG with extensive experience in customer support and data analysis. During her tenure at NTRG, Ms. Foresee has developed into a seasoned property tax professional with incredible support and data skills that make her an effective leader of our administrative team as they meet the daily challenges of supporting our clients, consultants, and NTRG personnel.

Ms. Foresee received her Bachelor of Science degree in Business Administration from the University of Missouri – Columbia.

Yadi Martinez

Yadi Martinez

Manager of Compliance and Data
Background: Ms. Martinez joined National Tax Resource Group in 2009. She entered the property tax industry as an administrator with NTRG. After learning the business, gaining the trust of her managers and peers, and showing a desire to accept more responsibilities, Ms. Martinez served as REO Portfolio Administrator then Sr. Associate – Audit & Compliance prior to becoming Manager of Compliance and Data.

Ms. Martinez is a registered Property Tax Consultant with the Texas Department of Licensing and Registration.

NTRG WAS MADE FOR THIS MOMENT

WE’RE JUST THE RIGHT SIZE TO PUT YOU FIRST