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.

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.

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.

Heidi is a registered real estate appraiser having a combined 30+ years in the Commercial Property Tax Industry. She began her career working in two of the largest Metro- Atlanta tax offices before transitioning to Property Tax Consulting 15 years ago to work with a well-established regional Property Tax Consulting firm. As a consultant she represents local, regional and national clients with varied property type portfolios across the Southeast. Heidi specializes in Due Diligence, Property Tax Management, Personal Property Compliance, Audits and Appeals at the local, and state levels.

Chris Boyer is a Certified General Appraiser, Certified agent in Kentucky, South Carolina, and Tennessee; with over 20 years as a Property Tax professional. Prior to joining, Chris worked in property tax practices of several national providers; including one of the big four accounting firms. Chris has represented clients on their properties all around the southeast, and virtually all property types.

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.

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.

Jeff Robinson is a certified General appraiser with over 30 years experience as a Property tax professional. Jeff has experience working all property types around the Southeast.

Jeff specializes in the Management of Property tax, tax Due-diligence, and Personal Property audit/filings.