Healthcare

Property Tax

Healthcare organizations—from hospital systems to pharmaceutical manufacturers—manage a wide array of complex, high-value assets. Whether it’s medical equipment, research labs, manufacturing lines, or large care facilities, these assets are often undervalued, misclassified, or over-assessed, resulting in inflated tax burdens across jurisdictions.

DMA’s Property Tax Advisory service helps healthcare industry clients:

• Challenge overassessments on real estate, equipment, and leasehold improvements through our proven Assessment Review & Appeal process
• Navigate the valuation of specialized medical, research, and production facilities, including equipment-intensive properties
• Ensure fair tax treatment of short-lived and highly specialized assets through functional obsolescence and embedded intangible analysis
• Provide valuation oversight across the property lifecycle—from construction and expansion to asset retirement

For healthcare organizations with multi-site operations, DMA also offers Property Tax Portfolio Management & Administration to centralize tax strategy and ensure consistency in budgeting, forecasting, and assessment tracking. Our team brings deep industry knowledge and long-standing assessor relationships to deliver tax savings and peace of mind.

Transaction Tax

DMA assists with a broad range of tax challenges. We help healthcare providers, suppliers, and manufacturers navigate complex tax codes and exemptions, manage state-specific regulations, and address issues related to the taxability of purchase and sales transactions.

Our team delivers analysis and tailored research on transaction tax issues to support your tax administration efforts, ensuring compliance with multi-jurisdictional tax laws while providing actionable insights and detailed guidance to address complex tax scenarios. Leverage our expertise to ensure that your tax strategies align with regulatory requirements while minimizing liabilities and optimizing tax planning.

Credits & Incentives

Our credits and incentives experts help healthcare organizations reduce costs and maximize savings by identifying and securing valuable credits and incentive opportunities. We provide guidance on non-profit exemptions for hospitals, technology investment incentives for medical equipment, and energy efficiency credits—helping healthcare providers strengthen their financial position and improve operational efficiency.

Site Selection

Our site selection experts help identify optimal locations while maximizing available incentives. We assist with securing incentives for establishing new medical facilities in underserved areas, negotiating local tax benefits, and uncovering cost-savings opportunities tied to infrastructure and job creation.

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.

Fixed Asset Verification

Hospitals, labs, manufactures, and corporate healthcare campuses often manage large, diverse asset portfolios. As equipment is upgraded or decommissioned, and as assets move between locations, fixed asset records can become outdated—leading to inflated property tax liabilities, compliance gaps, and audit exposure.

DMA’s Asset Verification Service helps healthcare clients reconcile asset ledgers through on-site reviews, tagging, classification corrections, and documentation. We ensure asset records accurately reflect physical reality—supporting both tax compliance and financial reporting.

By maintaining clean, audit-ready fixed asset data, clients gain better visibility, reduce tax overpayments, and mitigate risk across their operations.

Property Tax

From hospitals and labs to medical device manufacturers and biotech campuses, healthcare organizations are frequent targets of property tax audits. Inaccurate asset data, outdated classifications, or erroneous assessments of specialized equipment can lead to excessive valuations and costly disputes.

DMA’s Property Tax Audit Management service helps healthcare clients respond to and resolve audits efficiently, avoiding penalties and disruptions, ensure accurate valuation of clinical equipment, research assets, and leasehold improvements, and address jurisdictional discrepancies and improper classifications before they escalate.

DMA can also perform historical assessment reviews to identify and recover past overpayments—often caused by overstated equipment values, unremoved ghost assets, or missed exemptions. Our experienced team defends fair valuations and ensures you pay only what you owe—nothing more.

Transaction Tax

DMA’s transaction tax experts identify and recover overpaid taxes on purchase and sales transactions incurred by manufacturers, healthcare providers, and research and development operations, while addressing inaccuracies and inefficiencies to mitigate future risk. Our comprehensive process provides detailed analysis, proactive solutions, and expert support to optimize recovery efforts and future compliance. We also offer audit support, helping you manage tax authority inquiries, ensure compliance with state-specific regulations, and reduce exposure to future audit risks by providing robust documentation and proactive review processes.

Unclaimed Property Asset Recovery

Our experts help healthcare organizations recover unclaimed assets, such as outstanding patient refunds, uncashed vendor payments, and insurance overpayments, from over 400 government entities. With a proven track record of reclaiming millions in dormant assets, we deliver significant financial returns to strengthen your financial health.

Income Tax

Through our alliance with GTM, DMA provides 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.

Property Tax

Healthcare organizations often operate across multiple jurisdictions, with a complex mix of real estate, leased facilities, and specialized medical or research equipment. Managing property tax compliance for this footprint—while keeping up with changing regulations and deadlines—can strain even the most experienced internal teams.

DMA’s Property Tax Compliance service ensures accurate and timely return filings, proactive assessment monitoring, and seamless documentation management. We support multi-jurisdictional return preparation for personal property, assessment tracking and early resolution of discrepancies, and filing calendar oversight and audit readiness.

For large health systems, manufacturers, and R&D-focused organizations, DMA’s Property Tax Portfolio Management & Administration service acts as a fully outsourced property tax team—handling everything from tax bill receipt and payment to appeal coordination and compliance tracking. The result: greater accuracy, visibility, and control across your property tax function.

Transaction Tax

Our transaction tax compliance service offers a complete solution for preparing and filing monthly transaction 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. We manage the complexities of tax compliance related to the sale and purchase of medical products, equipment, and services. Our experts assist healthcare companies in ensuring that tax exemptions are properly applied and manage multi-jurisdictional tax obligations. Our services help you maintain compliance with healthcare-specific tax requirements, reduce administrative burdens, and ensure accurate and timely filings.

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.

Unclaimed Property

Our Unclaimed Property Compliance service simplifies the complex reporting process for healthcare organizations. We manage 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.

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

Tax Process Optimization and Automation

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

We help clients automate the management of exemption certificates to reduce manual errors and ensure compliance.

Custom Software Solutions

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

Ongoing Maintenance and Enhancements

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

Simplify Unclaimed Property

Our unclaimed property software (AUPTC) automates unclaimed property compliance for healthcare providers. From property tracking and due diligence to patient refund processing and reporting, our solution streamlines workflows, enhances accuracy, and ensures timely compliance. Built-in reminders and email notifications help you meet deadlines and reduce audit risks with ease.