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State Directory- Estate Taxes
- Tax ServicesMs. Davis completed her B.S. Degree in Business Administration from the University of Tennessee at Martin in 1995. Upon graduation and prior to her association with The Aegis Group, Davis worked for two years with Tax Management Associates (TMA), a property tax auditing firm which specializes in supporting assessors with compliance and valuation issues.
- Real Estate TaxesPrimarily focusing on real estate valuation appeals, Mr. Carter has carved out a niche with retail banking and big box grocery stores. Representing a footprint that spans across the U.S., and includes all major taxing jurisdictions, Mr. Carter ensures that his client’s real estate tax obligations are fair and equitable. Along with valuation appeals, Mr. Carter assist with annual budgets, new construction tax projections, and filing TPP returns for various clients across numerous industries. Joining The Aegis Group in 2008 as a college intern, Mr. Carter has successfully completed numerous appraisal courses and seminars sponsored by the International Association of Assessing Officers (
- Tax Return PreparationSince joining The Aegis Group in 2000, Davis assists personal property tax clients with respect to tax return preparation for compliance, budgeting, audit support and valuation negotiations. She currently manages a portfolio which includes taxpayers in the banking, healthcare, and retail sectors.
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