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  • Initial Review
    • Research and gather property and local market information
    • Gain an understanding of the land, improvements and current uses of each property
  • Detailed Analysis

    • Verify physical accuracy and identify potential errors within assessment data
    • Develop comparable market data for review and potential presentation
    • For income properties –  Utilize market or actual income/expense/NOI and market cap rates
    • Utilize a national cost estimator to cross check assessment calculations for reasonableness
  • Recommendation

    • If your assessment is fair, we will tell you and explain why
    • If your assessment is excessive in our opinion, we will provide a target range for savings
  • Appeal Process

    • File appeals with assessing entities at informal and formal levels as necessary
    • Present and dispute case to settle at informal or formal levels
    • Finalize settlement agreements with assessing entities and secure necessary documentation
    • Follow-up with taxing entities to obtain a corrected tax bill or refund check
  • Ongoing Support

    • Future planning and tax reduction
      • Provide accrual and reporting information as necessary
      • Tax abatement, exemption & IFT opportunities
    • Periodic review

 

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We’re here to assist you – our team designs customized solutions for each client specifically. We appreciate the fact that every case is unique, and our approach and process is fashioned to be flexible in order to meet the needs of everyone we work with.