Our client, one of the largest commercial banks in the United States, was formed as a result of a merger between two large financial institutions.


After the merger, our client was challenged with consolidating two tax departments with different methodologies for handling property tax compliance. One of the legacy banks had utilized in-house resources for compliance, while the other had used three different outsourced providers. The company was incurring penalties and interest due to several inefficient processes, including tax bill payments being made with one check per taxing jurisdiction, and was struggling to find an efficient and cost-effective way to merge the two tax departments.

Because one of the legacy banks did not have an in-house tax department and the other bank’s tax team did not have enough in-house bandwidth to manage the additional volume, the company chose to outsource to one provider that could handle all property tax compliance.


The company trusted DMA to manage property tax compliance for the entire organization, melding the previously separate companies’ compliance functions. As a consolidated provider for all of the new organization’s properties, DMA was able to implement a customized full-service property tax compliance process that included tax bill administration and a single point of contact for all compliance services.


DMA’s property tax professionals were able to virtually eliminate the company’s penalties and interest by utilizing DMA’s best practices for tax bill processing, payment, and follow-up. This streamlined approach allowed the client to free up the in-house tax team to focus on higher value-add projects and tasks.

DMA also leveraged its regional expertise to identify tax savings which completely funded the organization’s compliance services for the first two years.

“Mergers can be challenging in the best of circumstances. Because we had two completely different department structures, we decided to leverage a team of experts with deep understanding of all the jurisdictions we do business in. DMA was able to quickly take over managing our entire compliance function, and has been a great partner for us.”
Tax Professional


DMA is the United States’ largest provider of property tax compliance services that does not outsource any portion of the process to offshore resources or third-party payment processors. Our clients are assured their work will be performed by a dedicated DMA employee-owner.

DMA has been assisting our clients with the administration and management of property taxes since 1972. We provide strategic property tax consulting and compliance services that are customized to our clients’ needs and operations throughout the United States and Canada. Our property tax services are robust, and we can supplement your efforts by serving as an extension of your tax department to handle the management and administration of your entire property tax portfolio, co-source property tax administration with you, or be your outsourced compliance provider.


Filing property tax returns can be a significant burden for your tax team. DMA’s tax professionals form a strong alliance with you and your team to work as an extension of your tax department.

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