Property Tax Specialists and Consultants

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Why Complex PTS

Our experience has been that most clients want a property tax consultant who:

  • Places the client’s needs first
  • Provides the highest caliber of service
  • Charges reasonable fees
  • Can be trusted
  • Can deliver results

Most of our competitors can accomplish some of the above. Under the Complex PTS business model, we deliver all five.

Company Profile

At Complex PTS, we are strongly committed to client service. We have outstanding credentials including Big 4 experience, several offices across the US, and we can structure highly competitive rates. We are committed to building long term relationships with our clients and have the depth and experience to help you resolve any property tax issues you may face. Our Managing Director, Kevin Thompson, is in our Atlanta office and specializes in both compliance and consulting. He’s worked in property tax for over 20 years and can discuss with you in greater detail about the services we provide.

Will Brown, CCIM

San Diego, California

Will Brown

Contact Information

Phone: 404-370-2688
Fax: 404-935-9632

Position

Senior Manager

Areas of Expertise:

With 17 years in property tax, Will is well versed in serving clients through assessment reviews, appeal negotiations, appeal hearing advocacy and compliance. Approximately half of his experience is related to Retail, Hospitality, Office, Multi-Family, Distribution, Corporate Headquarters, Possessory Interests and Golf Courses, while the other half has been focused on manufacturing. Through hundreds of manufacturing property tours, appeals, negotiations, and hearings, Will is very familiar with the challenges industries face in today’s marketplace. He has represented diverse industries including pharmaceutical, aerospace, oil & gas, automotive, chemical, food processing, textiles, paper, glass, consumer products, construction materials, metal products, electronics, computer technology, plastics, and manufacturing corporate headquarters.

Prior Experience:

Prior to joining Complex PTS, LLC, Will held the title of Manager at Thomson Property Tax Services. Previously, he was a Senior Consultant in Deloitte’s PTS group.

Education and Designations:

University of Georgia, BBA, Real Estate
Texas Department of Licensing and Regulation – Property Tax Consultant
Tennessee State Board of Equalization – Registered Property Tax Agent
Certified Commercial Investment Manager – CCIM Institute
Licensed Salesperson – Georgia Board of Realtors

Kerry S. Comstock, CMI

Napa, California

Contact Information

Phone: 707-320-9887
Fax: 866-214-3676

Position

Director

Areas of Expertise:

Kerry has over 25 years of experience specializing in the application of technology to the property tax field and representing clients in the manufacturing, oil & gas and wind energy sectors. As a project manager for the AtlasTax™ System and IS Manager for Real Estate Tax Services, he has performed extensive research into property taxation and automation throughout North America. Kerry has worked as a tax consultant, representing clients in various states before state tax commissions, appraisal review boards and providing litigation support. Kerry has been a scheduled speaker at several conferences and training seminars.

Prior Experience:

Prior to joining Complex PTS, LLC, Kerry held the title of Vice President of Operations and Property Tax at Burr Wolff, LLP. He was responsible for the company’s property tax operations and software, PTS Corporate, and for the filing of over 100,000 returns annually. Previously, he was a Senior Manager at Deloitte Tax working as the Mid-America Region Personal Property Practice Leader and as the Information Systems Manager at Real Estate Tax Services.

Professional Affiliations:

Institute for Professionals in Taxation

Education and Designations:

Southern Illinois University, B.B.S., Industrial Technology, Cum Laude Community College of the Air Force – A.S., Weather Technology Certified Member of the Institute – Institute for Professionals in Taxation Texas Department of Licensing and Regulation – Senior Property Tax Consultant Defense Language Institute – Certificate of Training – Russian

Allison C. Coulter, CPA

Atlanta, Georgia

Contact Information

Phone: 404-370-2688
Fax: 404-935-9632

Position

Senior Manager

Areas of Expertise:

Allison is responsible for the property tax compliance function for several transportation companies as well as for non-utility companies with nationwide filing obligations. She is also personally involved in the valuation and administration of these properties. Allison has over 15 years experience in the area of taxation, more than 10 of which have been focused in the area of property tax compliance and consulting. She has worked with many Fortune 500 companies over the past several years.

Prior Experience:

Prior to joining Complex PTS, LLC, Allison held the title of Tax Senior at Deloitte Tax LLP. She was responsible for all phases of the filing, valuation, negotiation and appeal work for multiple jurisdictions which employed the unitary as well as the summation approaches to value. Previously, she has worked in the federal/state income tax group at Delta Air Lines, Inc. and Wendy’s/Arby’s Group, Inc. as well as in the federal/state tax planning and REIT group at SunTrust Banks, Inc.

Professional Affiliations:

Georgia Society of CPAs

Education and Designations:

Georgia State University, B.S., Education
Georgia State University, Master of Taxation
Certified Public Accountant – State of Georgia

Aaron Rotkowski, ASA, CFA

Portland, Oregon

Contact Information

Phone: 503-810-7399
Fax: 503-210-0383

Position

Director – Valuation and Appeals

Areas of Expertise:

Aaron’s practice is focused on assisting corporate taxpayers with issues related to the assessment and valuation of their taxable property. These valuation issues often relate to unit valuation, the identification and valuation of intangible assets, capitalization rate studies, obsolescence studies, and the allocation of taxable property to a taxing jurisdiction.
Aaron assists clients in all aspects of the assessment and appeal process, including presenting the valuation analysis at informal meetings with taxing authorities and at formal presentations at the appellate level.
Aaron has 20 years of valuation-related experience. He has worked with many of the country’s largest taxpayers, including companies in the airline, telecommunication, railroad, utility, pipeline, and manufacturing industries (among many others).
Aaron has authored numerous journal articles on topics related to property tax valuation, intangible asset valuation, and business valuation. These articles have appeared in such journals as the Journal of Property Tax Assessment & Administration, Journal of Multistate Taxation, The Tax Lawyer, and The Value Examiner.

Prior Experience:

Prior to joining Complex PTS, LLC, Aaron held the title of Vice President and was the leader of the property tax valuation practice at Willamette Management Associates. At Willamette, Aaron prepared USPAP-compliant appraisals that were used to assist taxpayers, judges, boards of appeal, and other interested parties on issues related to the valuation of taxpayer property. Before joining Willamette, Aaron served as an associate for Obsidian Finance Group, a hybrid private equity/advisory firm that specialized in unique, difficult, and distressed situations. At Obsidian, Aaron performed valuation due diligence and analyses of a variety of business and investment opportunities.

Professional Affiliations:

American Society of Appraisers
CFA Institute
Institute for Professionals in Taxation

Education and Designations:

University of Oregon, B.S., Business
Accredited Senior Appraiser (business valuation) – American Society of Appraisers
Chartered Financial Analyst – CFA Institute
Associate Member of the Institute – Institute for Professionals in Taxation

David Tavernier, CPA, CMI

Phoenix, Arizona

Contact Information

Phone: 602-412-3561
Fax: 866-731-2332

Position

Director

Areas of Expertise:

Dave is responsible for managing the day-to-day operations in the Complex PTS compliance and valuation practice. He is involved in co-sourcing and valuation consulting for public utilities, specializing in the airline industry. With over 20 years of experience in property tax, Dave has worked with several of the major and regional air carriers.

Prior Experience:

Prior to joining Complex PTS, LLC in September 2006, Dave held the title of Manager at Deloitte Tax serving several major and regional airlines in the property tax function. His duties included tax return preparation and review, assessment review, appeal negotiation, and appeal hearing advocacy on behalf of his clients. Previously, Dave worked at US Airways, where he held several titles, including Property Tax Manager. In this capacity he was responsible for all facets of the property tax function. His duties included filing and reviewing all property tax returns, assessment review, appeals, budgeting, accruals, audits, and property tax forecasting. Dave also worked at Arthur Andersen in the income tax area prior to joining US Airways.

Professional Affiliations:

American Institute of Certified Public Accountants
Institute for Professionals in Taxation

Education and Designations:

Brigham Young University, Bachelor of Science, Accounting – May 1995
Brigham Young University, Master of Science – Tax Emphasis – May 1995
Certified Public Accountant – State of Virginia
Certified Member of the Institute – Institute for Professionals in Taxation

J. Kevin Thompson, CPA, CMI

Atlanta, Georgia

Contact Information

Phone: 404-474-8379
Fax: 866-841-9657

Position

Managing Director

Areas of Expertise:

Kevin oversees and is responsible for the activities surrounding the Complex PTS compliance and valuation practice. Kevin is personally involved in the valuation and administration of utility and transportation properties. He also provides utility and non-utility state and local property tax compliance services to companies with nationwide filing obligations. Kevin has over 20 years experience in property tax compliance and consulting. He has worked with many Fortune 500 companies over the past several years as well as several trade organizations. Kevin has been a scheduled speaker at several conferences, training seminars, state and county assessor meetings and university accounting classes.

Prior Experience:

Prior to joining Complex PTS, LLC, Kevin held the title of Senior Manager at Deloitte Tax LLP. He was responsible for all phases of the filing, valuation, negotiation and appeal work for multiple jurisdictions which employed the unitary as well as the summation approaches to value. Previously, he worked in the property tax group at Delta Air Lines, Inc. and in Federal/State Tax at Atlanta Gas Light Company.

Professional Affiliations:

American Institute of Certified Public Accountants
Institute for Professionals in Taxation

Education and Designations:

Kennesaw State University, B.B.A., Accounting
Certified Public Accountant – State of Georgia
Certified Member of the Institute – Institute for Professionals in Taxation