Evaluating Real Property Tax Values

  • 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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