Overview
Tax Advisors Group LLC (TAG) is a leading national property tax consulting firm headquartered in Dallas, Texas. Established in 2001, the firm operates as America's largest dedicated business personal and real estate property tax consultancy. TAG manages over $19 billion in assets for over 700 prominent brands across the United States. The company is committed to reducing property tax liabilities, enhancing profitability, and optimizing capital for businesses nationwide.
Leadership Team
- Stacey DeVore - Chief Executive Officer: With over 20 years of experience in business transformations and tax operations, Stacey previously worked at Deloitte in the Tax Transformation Office. Her leadership at TAG focuses on strategic growth and operational excellence.
- Bill Hobbs - Chief Operating Officer: Bill leads the client success and consulting teams, offering tailored tax solutions based on over two decades of expertise in customer engagement, technology, and process optimization.
- Stephanie McNelis - Chief Financial Officer: Responsible for financial leadership and operational strategy, Stephanie brings 17 years of experience to guide TAG's financial transformation aligned with growth objectives.
- Julie Smith - Chief Revenue Officer: Julie directs sales, marketing, and client success teams, ensuring a robust market presence. Her 15 years in professional services underpin TAG's business development and client engagement strategies.
- Lisa Zachary - Senior Vice President of Consulting: With 18 years in the real estate and business personal property industry, Lisa ensures effective results and client satisfaction in TAG's tax consulting efforts.
- Sharon LaBarge - Senior Director of Talent Experience: Leading talent management initiatives, Sharon capitalizes on her 20 years of HR leadership to cultivate a workplace culture aligned with business growth.
- Caitlyn Machann - Senior Vice President of Sales: Caitlyn oversees sales strategy and market expansion, driving a team of vice presidents including Sal Barocio, Alan Sparkman, and Jonathan Dabbert, who focus on business development and integrated go-to-market approaches for client-centric tax solutions.
Corporate Strategy and Services
TAG adopts a client-centric approach, utilizing a technology-enabled platform to deliver predictive and transparent tax consulting services. This proprietary platform is key in managing property tax processes with expert insights and analytics.
Services Offered:
- Business Personal Property Taxes
- Commercial Real Estate Taxes
- Tech-Enabled Service
TAG's comprehensive tax strategies aim to minimize taxes, preserve capital, and promote financial growth, consistent with its mission to innovate, challenge the status quo, and empower businesses.
Recognition and Achievements
TAG has been recognized as one of America’s Best Tax and Accounting Firms by Forbes, underlining its dedication to excellence and high-performance standards in the tax consulting industry.
Competitor Profiling
Key Competitors in the property tax consulting sector include:
- The Hegwood Group: Another Dallas-based firm providing comprehensive property tax consulting services, known for managing property tax appeals, identifying tax deductions, and ensuring compliance across diverse property types.
- Kurz Group, Inc.: Specializing in property tax consulting for commercial real estate and business personal property since 1987. Offers crucial protest and appeal resolution services to minimize tax liabilities.
- Integrity Tax Consulting: A national firm with a high recovery rate for appeals, established in 1997, delivering a full range of real and personal property services including consulting on assessed values and property tax reviews.
The competitive environment for TAG is characterized by the demand for specialized tax consulting, particularly in real estate and business personal property assessments.
Strategic Insights
To maintain its competitive edge, TAG should focus on:
- Technological Integration: Utilizing advanced technologies for data analysis in property tax consulting.
- Client Relationships: Strengthening ties through tailored solutions and effective negotiation of tax appeals for client savings.
- Market Positioning: Leveraging their expertise in Texas, where property taxes represent a significant expense for owners, enhancing their value proposition in this critical market.
Contact Information
Headquarters:
Dallas, Texas
Email: info@taxadvisorsgroup.com
Phone: (972) 503-7506
For career opportunities, services, or inquiries, visit [www.taxadvisorsgroup.com](https://www.taxadvisorsgroup.com/).
