Distribution & Logistics

Property Tax

Distribution and logistics operations rely on high-value equipment, specialized real estate, and large-scale inventories—all of which present property tax exposure risks if not properly managed.

DMA delivers industry-specific expertise to ensure these properties are fairly assessed and tax efficiently managed across their lifecycle. Our team provides:

• A comprehensive assessment review and appeal service to correct overvaluations and reduce property tax burdens
• Valuation strategies for specialized assets, such as automation systems, racking, and refrigeration units
• Lifecycle valuation support from new facility development through expansion or divestiture
• Proactive planning for site selection and tax forecasting, integrated with broader supply chain decisions

For companies managing national distribution footprints, DMA’s Portfolio Management & Administration service acts as a centralized property tax function—handling tax planning, bill review and payment, compliance tracking, and appeal coordination across all sites.

By combining deep knowledge of local and state tax regimes with specialized valuation capabilities, DMA helps logistics operators control tax costs, avoid overassessment, and ensure scalable, transparent tax oversight as operations grow.

Transaction Tax Analysis

Our team delivers analysis and tailored research on transaction tax issues to support your tax administration efforts. Our transaction tax experts ensure compliance with multi-jurisdictional tax laws, providing actionable insights and detailed guidance to address complex tax scenarios. We specialize in identifying tax savings opportunities, uncovering exemptions, and clarifying taxability issues within the distribution and logistics sectors, helping you minimize tax liabilities across your operations.

Credits & Incentives

We help maximize tax savings through incentives for large-scale distribution hubs, environmental tax credits for energy-efficient warehouses, and tax abatements in enterprise zones. Our experts ensure you capitalize on location-based benefits, sustainability incentives, and reduced property taxes for long-term profitability.

Income Tax

Through our alliance with GTM, DMA provides clients access to services that help recover overpaid federal and state income taxes and manage audits with confidence. Experts review tax filings to identify refund opportunities, oversee the recovery process, and support businesses through audits by communicating with auditors, resolving issues, and minimizing assessments. These services ensure compliance, reduce risks, and improve financial outcomes.

Fixed Asset Verification

For distribution and logistics operators with high-value equipment across multiple sites, inaccurate fixed asset records can lead to overstated tax liabilities, audit risk, and operational inefficiencies. DMA’s Asset Verification Service helps companies identify ghost assets, correct misclassifications, and align asset records with both tax and financial reporting requirements.

DMA helps logistics companies reduce overpayments, mitigate audit exposure, and streamline asset tracking across their operational footprint by improving asset accuracy across property tax, depreciation, and compliance functions.

Property Tax

Distribution and logistics companies face frequent audits and reassessments across jurisdictions, particularly as operations scale and assets move or change rapidly. Without active oversight, these reviews can lead to inaccurate valuations, misclassifications, or overreliance on assessor assumptions—all of which drive up tax liabilities.

DMA’s Property Tax Audit Management services help logistics companies:

• Navigate audits efficiently, resolving disputes and avoiding penalties
• Ensure accurate property data is used in assessments
• Challenge improper classifications and valuation methods

DMA can also conduct historical assessment reviews to identify and recover overpayments resulting from inflated values, obsolete asset listings, or jurisdictional inconsistencies. With deep experience across industrial and commercial property types, our team ensures clients pay only what they owe—nothing more—while uncovering opportunities for meaningful tax recovery.

Transaction Tax

We identify and recover overpaid taxes while addressing inaccuracies and inefficiencies to mitigate future risks. Our comprehensive process provides detailed analysis, proactive solutions, and expert support to optimize recovery efforts and future compliance. In the distribution and logistics industry, we focus on complex tax issues related to transportation, warehousing, and inventory management, ensuring that your operations remain compliant while uncovering opportunities for tax savings and recovering past overpayments.

Unclaimed Property Asset Recovery

DMA’s experts help recover unclaimed assets, such as uncashed vendor checks and credits, from over 400 government entities. With a proven history of reclaiming millions in dormant assets, we deliver significant financial gains to boost your bottom line.

Income Tax

Through our alliance with GTM, DMA helps clients uncover tax savings, reduce exposure, and stay ahead of federal and state income tax regulations. Services include tax recovery, health checks, nexus studies, and minimization strategies to optimize tax positions and manage risks. A tailored approach ensures compliance while identifying opportunities for credits, incentives, and cost savings.

Property Tax

Distribution and logistics companies often operate high-velocity, multi-site networks across numerous taxing jurisdictions. With frequent equipment turnover, complex leasehold structures, and varying personal property tax rules, maintaining accurate and timely property tax compliance is a significant challenge.

DMA’s Property Tax Compliance service provides end-to-end support, including return preparation, assessment monitoring, and tax bill management. Our team ensures accurate reporting of personal property across all jurisdictions, proactive identification and resolution of assessment discrepancies, and centralized oversight of deadlines, documentation, and audit readiness.

For national operators, service acts as a fully outsourced property tax function—handling everything from tax bill receipt and review to filing coordination, appeals, and payment processing. This ensures consistent, compliant, and cost-effective property tax management across the full distribution footprint.

Transaction Tax

Our Transaction Tax Compliance service offers a complete solution for preparing and filing monthly sales and use tax returns. With a US-based, centralized compliance center and a team of state-specific experts, we ensure accurate, timely filings while acting as a seamless extension of your tax department. For the distribution and logistics industry, we address the complexities of nexus, exemptions, and taxability across various supply chain operations, from transportation to warehousing, helping you stay compliant in an ever-changing regulatory environment.

Unclaimed Property

DMA’s Unclaimed Property Compliance service simplifies reporting by managing the entire process, from customized compliance calendars to handling state notices—ensuring accurate reporting and timely remittance. Partnering with us reduces the risk of audits, penalties, and reputational damage while ensuring full compliance with unclaimed property regulations.

Income Tax

Through our alliance with GTM, DMA connects clients with services that simplify federal and state income tax compliance. From filings and nexus studies to voluntary disclosures, businesses receive targeted support to minimize liabilities and ease the burden on internal teams. These solutions help businesses stay compliant while focusing on growth.

The right technology and processes can transform your tax function, ensuring accuracy, efficiency, and scalability. DMA’s tax technology experts provide end-to-end solutions, including:

Tax System Optimization

Our technology experts assess and enhance existing transaction tax systems to improve accuracy and streamline processes.

Tax Software Selection & Implementation

DMA helps businesses identify the best-fit transaction tax software solution and ensures seamless integration with existing systems. Our experienced team provides a comprehensive, unbiased evaluation, tailored implementation, and optimization to maximize the benefits of automation and align with your evolving business needs.

Exemption Certificate Management

Automate the management of certificates to reduce manual errors and ensure compliance.

Custom Software Solutions

Our experts design and implement tailored solutions to meet your transaction tax requirements, including tools for data analysis, reporting, and automation.

Ongoing Maintenance and Enhancements

Keep your transaction tax systems optimized, scalable, and aligned with regulatory changes by utilizing DMA’s Managed Tax Services.

Simplify Unclaimed Property

DMA’s AUPTC software streamlines unclaimed property compliance with automated workflows, including property management, due diligence, check reissuance, and seamless reporting. Built-in reminders and email notifications help businesses improve efficiency, meet deadlines, and mitigate audit risks.