The Graham Group Advantage

Property taxes are a controllable expense that managed well can improve the
investment objective. While property taxes are determined on a local basis they
are impacted by national/regional market conditions. The Graham group
implements aggressive appeal strategies managed by experienced,
knowledgeable, dedicated, and responsive professionals. The Graham Group
exceeds client expectations by delivering unparalleled service, communications,
and results.

The Graham Group Promise to the Client..

The Graham group will keep the clients best interest at the forefront of any
decision. The Graham Group focuses on communication, results, and service.
The Graham Group is actively monitoring legislative changes that affect clients

Jeffrey Graham


Entered the Property arena in 2008 to join the family business. Active member of Boma, participating as a member of the Legislative Committee. Graduate of Georgia College and State University, and a member of the Pi Kappa Alpha Fraternity.

Bill Graham


Georgia State University Alumni in 1976. History Includes Real Estate Appraiser, registered Tennessee agent, member of GAAO, Qualified Expert Witness, and Florida Real Estate Broker. 40 years of experience in all facets of Real Estate Property Tax management, ranging from Simple to Complex properties.

Rick Parker


Entered the Property tax industry with the Orange and Volusia County Florida’s Assessors office in 1972. Moved to the Property Tax Consulting industry in 1988, and has handled all property types In the Southeast ever since. Rick has achieved various designations including CMI with IPT and CAE with IAAO.

Dan Wheeler


University of Georgia Graduate. Entered the Property Tax Industry in 1978, and Owned his property tax firm known as Lyles Monroe Wheeler Associates. History Includes Registered Agent in Tennessee, Georgia Real Estate Licensed agent, and member of GAAO.

Jeanne Purdy

Executive Administrator

Entered the property tax Industry with Lyles Monroe Wheeler Associates in the 1980’s. Has been involved with all areas of running a Full Service Property Tax ever since. Well verse in Tax Bill Analysis, Client Communication, and Taxing Jurisdictions.

Patrick Graham


Patrick joined the firm in 2016 after 7 plus years in the Hospitality-Entertainment Management Industry. Patrick’s primary focus is research, Analysis, Compliance, and Audit.

Dave Roman


As an Auburn University Alumni, Dave began his property tax career 30 plus years ago. His history includes being a Florida Real Estate Broker, licensed Appraiser, as well as a qualified expert witness. Dave began his career with a regional property tax firm; later Dave formed his own firm and together with three partners grew his company to being recognized as a top leading firm in the Property Tax Industry. Dave continues to represent local, regional, and national clients with varied property type portfolios throughout the Southeast.

Bill and Jeff have been providing strategic property tax advisory services for the investors I represent for more than 12 years. They consistently provide the best recommendations based on current market conditions that support the owner’s investment and lower the occupancy costs for tenants.


I’ve worked with Graham Group principals for approximately 15 years. The Group receives my highest recommendations.

Seven Oaks

The Graham Group has the right relationships, experience and market knowledge to consistently maximize our tax appeal efforts.

The Simpson Organization