Firm Profile

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence. Our purpose is to add value to the business of our clientele through transactional specific and organizational business advisory services.

We specialize in real estate and personal property taxation. Our expertise originates from working on countless real estate transactions with companies ranging from the institutional owner to the boutique developer. Our specialized property tax and real estate service expertise are the reason our prestigous client list is unsurpassed in the industry. Our nationally renown experts provide our clients with the proper tools, resources and advice needed to facilitate and achieve their financial goals.

The competition for property tax consulting services is diverse in practice but narrow in reality. Many of the institutional real estate concerns are accustomed to acquiring the services of the Big Five accounting firms due to their financial reporting requirements and available resources which are required for audit and federal income tax purposes - not property tax. Such alliances come with a stiff price tag in the form of high billing rates and declining satisfaction with the professional expertise assigned to the day to day property tax account responsibilities. This phenomenon is allowing Strategis the opportunity to provide niche property tax and real estate consulting to institutional clientele.

Many of the large privately owned, mid size and smaller real estate operators are more selective in their alliances. Accordingly, this class of clientele will exert more scrutiny into their decision process. These types of competitive situations offer the best opportunity to Strategis.



Our target clientele will include the following business categories:
  • Developers, Opportunity Funds and owner operators of commercial property
  • Homebuilders
  • Land developers
  • Property management companies
  • Apartment developers and operators
  • Real estate investors
  • High net worth individuals







Strategis Professionals have over 20 years of national property tax experience. They have prepared appeal cases for presentations to property tax boards of appeal throughout the country. They have served as Senior Appeals Deputies for County Assessor's Offices and are or have been Certified General Real Estate Appraisers, licensed Real Estate Brokers and are certified as an “Advanced Appraiser” in Property Taxation by the California State Board of Equalization.

In addition they hold Master’s degrees in Real Estate Development from the University of Southern California. They have served as Presidents of Appraisal Associations and have been past members of the State of California Assessment Manual Revision Committee. They specialize in complex properties, hotel, oil refinery, and land development valuation. They have been a guest speakers and lecturers on various property tax and real estate related topics before many professional and collegiate organizations.

Representative project work includes the following:

    • Disneyland
    • Disneyland Hotels (Florida and Anaheim CA)
    • Disney Timeshares
    • Disney Stores (All U.S. locations)
    • Marriott Hotels (Various sites & ownerships - Orange County, CA)
    • Pacific Design Center (1 Million Sq. Foot Retail Center - Los Angeles, CA)
    • Los Angeles Union Train Station
    • Alameda District Plan Redevelopment Project (Los Angeles, CA)
    • Hercules Oil Refinery (Northern California)
    • Talega Valley Master Planned Community (Orange County, CA)
    • Ladera Ranch Master Planned Community (Orange County, CA)
    • San Francisco’s Mission Bay Redevelopment Project
    • Ultramar Wilmington Oil Refinery (Wilmington, CA)
    • New York City's New Amsterdam Theater Redevelopment Project
    • Anaheim Stadium (Orange County, CA)
    • The Pond of Anaheim (Indoor Arena, Orange County, CA)
    • Laguna Hills Mall (Orange County, CA)
    • Conoco, Ultramar, Exxon & Beacon Service Stations
    • Beacon Oil Refinery (Hanford, CA)
    • Walt Disney World & Epcot Center (Florida)
    • Animal Kingdom (Florida)
    • The Ritz Carlton Laguna Niguel (Orange County, CA)
    • Walt Disney Imagineering Design and Engineering Complex
    • Walt Disney Studios and Team Disney Complex (Burbank and Glendale, CA)
    • Hydrogen Co-Generation Plant (Wilmington, CA)
    • "Celebration" Town Development (Florida)