The assessor still thinks you own that 2019 fryer.
Personal property returns, prepared by AI. Filed by experts.
Business equipment is taxed again every year in 37 states and DC, and most asset registers still carry gear that was sold, scrapped, replaced or leased. Reserve’s AI reads your register, removes what you no longer own and what is already taxed with the building, claims the exemptions you missed, and files every return through Reserve Tax Group, with a live tracker.
Preferred vendor to Burger King® and its franchisees
Agentic AI that does the work, not just flags it.
Nothing is filed until you say go. Levy prepares the return, a Reserve Tax Group property tax professional reviews it, then you approve. Reviewed by a person, not escalated to one.
Trackers you will actually open.
Screens show an illustrative demo portfolio, not a real client.
It finds what you no longer own.
Most asset registers carry years of equipment that was replaced, thrown out or already taxed with the building. Nobody has time to check every line by hand. Reserve’s AI checks every line, every year, before a return is filed.
Old equipment still on the books
AI pairs every replacement with what it replaced. A 2024 fryer bank on the register means the 2019 one should be gone. Remodels, resets and disposals get the same check.
Taxed twice with the building
Every asset is matched against the county’s real property record. Walk-in coolers, rooftop HVAC, paving and lighting already taxed with the building come off the return.
Stores out of line with their peers
Locations of the same type should carry similar equipment. AI compares each one to its prototype and sends any outlier for an asset-level review.
Exemptions and high values
Freeport, per-location exemptions and small-business thresholds are checked in every state. When an assessor values above your return, the location goes on the protest watchlist.
Figures from an illustrative 100-location demo portfolio, not a real client. Results depend on each owner’s asset records and state rules.
The first returns are due January 31.
Statewide deadlines for the 2027 season, soonest first. Inside the app, Levy tracks these for every location you own.
Statewide due dates for the 2027 tax year. Extensions, filing thresholds and some county dates differ.
Every state. Every rule set.
We file wherever your locations are taxed and tell you plainly where nothing is due. Tap a state.
First $125,000 per location exempt starting in 2026. Extension to May 15 on written request. Freeport exemption available for inventory shipped out of state.
Texas guide →Shows general business personal property taxes. Some exempt states still tax specific property, such as utility or telecom equipment.
A team of compliance agents, not a chatbot.
Levy runs eight specialized agents, each with one job, across every location and every state you file in.
Asset classifier
Every line of your register mapped to each state’s asset classes and depreciation tables.
Ghost asset finder
Equipment replaced, reset or thrown out but still on the books, and still taxed.
Exemption finder
Freeport, the Texas $125,000, Florida’s $25,000 and small-business thresholds, checked everywhere.
Prototype benchmark
Stores of the same type compared side by side. Outliers get an asset-level review.
Notice reader
Forward a value notice. AI files it to the location and flags values above your return.
Protest watchlist
When an assessor comes in high, we protest before the window closes.
Deadline engine
Due dates, extensions and penalties for every jurisdiction, with reminders weeks ahead.
E-sign and audit vault
Authorizations signed online. Every return and notice kept per location.
If you own the equipment, you file the return.
Kitchens, POS, signage
Near-identical stores, frequent remodels and equipment that never gets written off.
Fixtures, racking, inventory
Large registers, inventory rules that change by state, and Freeport savings most owners miss.
Appliances, amenities
Ranges, refrigerators, washers and clubhouse furniture, rolled up and checked per unit.
Furniture, IT, build-outs
Fast-depreciating computers, and leased gear that belongs on the lessor’s return.
Upload once. We handle the rest, every year.
Upload
Send your asset register as Excel or CSV, or export it from your accounting system.
Classify and find
Assets classified to each state’s rules. Ghost assets, missed exemptions and outliers flagged.
Review and sign
A Reserve Tax Group property tax professional reviews every return. You approve and e-sign.
File, watch, protest
We file, read every value notice and protest when the assessor comes in high.
Compliance without the status calls.
| Typical consulting engagement | Reserve | |
|---|---|---|
| Getting started | Weeks of data requests and templates | Upload your asset register once |
| Where things stand | Status emails and scheduled calls | Live tracker for every location |
| Savings review | Often a separate project or fee | Included on every return |
| Value notices | Forwarded when someone notices | AI reads each one and flags high values |
| Real and personal property | Often separate teams and systems | Appeals, bills, BPP and compliance in one place |
Get set up before January.
North Carolina listings are due January 31 and Michigan statements February 20, so new clients are onboarded in order of their first deadline.
- Free cleanup review of your current asset register
- Founding client terms for the 2027 season
- Deadline reminders for every state you are in
What owners ask first.
When does it launch?
It launches for the 2027 filing season, and we are onboarding now. The earliest statewide deadlines fall in January and February, so new clients are onboarded in order of their first deadline.
How is it priced?
Per filing location, quoted for your portfolio once we see your locations and states. The AI cleanup review, exemption check and protest watchlist are included on every return.
Which states do you cover?
All of them. We file wherever your locations are taxed and confirm in writing where nothing is due, including the 13 states with no general business personal property tax.
Is it AI only?
No. AI does the classifying, matching and flagging. A Reserve Tax Group property tax professional reviews every return before it is filed, and you approve it.
What do you need from us?
Your fixed asset register, a list of locations and a signed agent authorization. If your register is messy, that is normal. Cleaning it up is part of the service.
What if a location is under the exemption?
We file the election where a state requires one, so you can stop filing for that location in future years, and we keep watching in case its value grows past the threshold.
Does it work with your appeals?
Yes. The same locations, notices and deadlines feed real property appeals, tax bills and compliance, so nothing is entered twice.