Welcome to Swartz + Associates
Swartz + Associates, Inc. (SAI) is a full service property tax firm specializing in the review, analysis and appeals of real and business personal property tax valuations. While focusing primarily on clients in the Midwest, the employees of SAI have experience in property tax matters in almost every state. Additionally, over the years of practice, SAI has developed relationships with brokers and other property tax consultants who can assist, as necessary, in the appeals of properties where local knowledge and/or presence will benefit SAI’s clients in order to achieve maximum results.
Partnering with Swartz + Associates, Inc. (SAI) on our recent Commercial Real Estate Review was an excellent experience. In total, 18 of our locations across multiple states and jurisdictions were reviewed. The analysts, Charles Young and Eric Owens, worked diligently to identify opportunities for reductions. SAI’s collaborative approach made it easy for our team to stay informed. Swartz + Associates’ efforts have resulted in tens of thousands of dollars in annual tax savings for Coulson Oil Company. We are pleased to recommend SAI to others seeking trusted expertise in property tax and real estate reviews.
Don is one of the most trustworthy, reliable, and competent people I know. Swartz & Associates has been a great partner, consistently making wise recommendations on our behalf and doing what they say they’re going to do. The leadership team and I have peace knowing that Don and Swartz & Associates are handling our property tax situation.
We were paying over around $80-$90K per year on our main factory in Missouri. Swartz & Associates came in to look at what we were doing and they immediately found opportunities to save money. They lowered our taxes by $30,000+. That was big savings for us!
I’ve ordered several equipment appraisals from Swartz & Associates over the last few years and have generally worked with Gary. Gary is very responsive and accommodating on the timing of appraisals and satisfying any “special conditions” that may be involved on assignments. I appreciate the attentiveness and consistency of working with Gary!
We’ve worked with Don, Charles, Eric, & the entire Swartz & Associates team for almost a decade. Across our portfolio, they’ve saved us hundreds of thousands of dollars in property taxes during that time. Don and his team bring the experience and knowledge needed for successful appeals across the entire country. Their methodical approach seeks to balance fairness for us as the taxpayer with fairness for the taxing entities. Our partnership with Swartz & Associates has been a great business decision and has yielded exceptional results.
We have been working with Don and Eric at Swartz & Associates, Inc. for nearly ten years. Don and Eric are our exclusive representatives on tax appeal matters. I particularly appreciate their proactive approach to our portfolio – which is to regularly update and review our property valuations to compare to county valuations to ensure fair assessments. Don and Eric take a methodical and pragmatic approach to appeals we find is in our best interest, as well as the counties of which we are tax paying members. Additionally, whenever we seek input about a property tax matter in a new jurisdiction where we might be acquiring a new property, Don and Eric provide immediate and invaluable insight to facilitate our better understanding of the market.
We have used Don’s services for 2 years. Don has provided excellent service and most importantly, excellent results. Don has the experience, knowledge and the contacts that are necessary to provide your company with the right consulting services.
Don and Charles at Swartz + Associates have provided our owners outstanding results in reducing real estate taxes for many years. We look forward to your continuing service.
My clients and I have engaged Don Swartz numerous times for his expertise and skill in helping to reduce the client’s property tax liabilities. Don knows the process, the market values and how to convince the taxing authorities to follow his recommendations. He has managed to obtain outstanding results for my clients. I will continue to refer my clients to Don for his expertise.