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Lee & Associates San Diego Adds Tax Division

Paramount Property Tax Adjusters will provide the added service

 SAN DIEGO, Calif.—May 17, 2010— Lee & Associates San Diego, taking an important step in helping its clients in relationship to commercial real estate property tax reduction and tax refunds, has added Paramount Property Tax Adjusters to its services.

Joe Balla, president of Lee San Diego, said the move will allow the brokerage firm to access a large team of tax agents and appraisers, offering additional support to Lee’s clients and their tax appeal and asset review needs.

”I have had an extremely positive response from our clients after introducing this value added service,” said Balla. “The tax savings they are enjoying have been significant due to the market freefall we have experienced. We have been overwhelmingly successful with our reassessment submittals.”

Wes Nichols, managing partner of the new division, said the move by Lee to establish a tax appeals division is essential, especially in today’s tax reduction marketplace.

“The challenges for agents and applicants have always been the collection of correct data for the hearings,” said Nichols. “These hearings can be time-consuming and complicated, so any connection with the brokerage side can mean the difference between winning or losing the case. With this partnering with Lee & Associates, we have taken a major step in gaining the market data necessary to win a tax appeal case.”

Balla said the division will focus on commercial real estate property tax reduction and refunds. Paramount Property Tax Adjusters services all 50 states and in 2009, it filed over 600 assessment adjustment applications resulting in millions of dollars of tax refunds for property owners in California alone.  They represent fortune 500 companies, banks, and small to large investors. The formation of the new division aims to bring strategic added value to the Lee client base while broadening the clients’ commercial property assets as well as bringing in new clients to service.

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