Lower Your California Property Taxes
We expertly handle the appeal process to ensure significant savings and peace of mind.
Representation Success Rate
Team's Facilitated Refund
Average Tax Reductions
OUR CLIENTS SUCCESS STORY
SAN DIEGO, CA
Vacant Commercial Lot – Change of Ownership Case
Challenges: In 2023, after a change of ownership, the assessor enrolled a new base year value 30% higher than the 2019 purchase price. This inflated valuation created a heavy tax burden on a vacant parcel that had not appreciated to that extent.
Solutions: We reviewed the assessor’s comparables and uncovered major flaws in their valuation approach. By presenting a detailed market study, we demonstrated that the true fair market value was actually 18% lower than the 2019 purchase price, proving their methodology unsound.
Results:
- 46% reduction from the assessor’s 2023 enrolled value
- New, lower base year value locked in for life
- Permanent property tax savings and stronger investment outlook
SAN DIEGO, CA
9 Unit HIGH-END APARTMENT BUILDING
Challenges: Very high property taxes enrolled on the improvements after completion of the new construction.
Solutions: We requested all the assessor’s work files to review for inconsistencies and found many. We then countered with a bulletproof analysis, capitalizing on the older Prop 8 value of the land, which pushed the market value of the improvements below actual construction costs.
Results:
- $84,000 refund for the year
- $22,000 annual savings for life
- Improved cash flow for investors
PALOS VERDES ESTATES, CA
Single family residence
Challenges: High property tax due to an unexpectedly high assessed value. The initial self-filed appeal was unsuccessful.
Solutions: We took over, filed a rebuttal, reviewed the assessment, coordinated with the assessor’s office, and used the sales comparison approach. Won the appeal and filed for a decline in value.
Results:
- $675,000 base value reduction, saving $7,500 for life
- Additional $200,000 reduction, securing a $1,800 refund
- Total refund of $9,300 for 2023
BEVERLY HILLS, CA
SIX-UNIT APARTMENT BUILDING
Challenges: During a 1031 exchange, the client faced tight deadlines and rising interest rates. An inexperienced broker agreed to an inflated sale price, and after purchasing the property, the client realized it was overpriced by about 20%.
Solutions: We reviewed the listing brochure, identified price inflation, and presented a 1031 duress case. Using the income approach and considering strict rent control policies, we effectively argued for a fair valuation.
Results:
- Base year value reduced from $2,860,000 to $2,500,000
- $4,700 lifetime savings
coronado, CA
single family residence (new construction)
Challenges: The client purchased a bungalow to construct their dream home and was concerned about potential property tax increases due to the new construction.
Solutions: Using Prop 19 tax transfer, we ensured no extra property tax increase. We collaborated with the assessor, shared construction cost details, conducted analyses, and presented comparable data. We advised the client on utilizing Prop 19 exclusion to transfer previous taxable value.
Results:
- No increase in property taxes due to new construction
- $26,500 tax savings for lifetime
bel air, CA
single family residence
Challenges: The property, acquired through an off-market transaction, was assessed nearly 30% higher than its purchase price due to comparables from superior neighborhoods.
Solutions: We examined the assessor’s files, identified the flaw, and presented a comprehensive valuation report emphasizing comparables within the same neighborhood.
Results:
- Reduced assessed value by nearly 30%, aligning it with the actual purchase price
- $9,000 tax savings for lifetime
downtown los angeles, ca
commercial retail store
Challenges: The LA Assessor reassessed the property values based on a transfer between spouses, resulting in higher taxes dating back to 2018.
Solutions: We reviewed the reassessment, argued for community property status, and presented comprehensive legal and financial documentation. Through persistent negotiations, we convinced the assessor to revert to the original property values.
Results:
- Reversed all 2018 transfers, restoring the old assessed values
- Secured a $360,000 refund
brea, ca
commercial office
Challenges: The property was impacted by changes in the commercial market, leading to an inflated tax assessment.
Solutions: We conducted a thorough market analysis and provided evidence of the declining commercial market conditions. By presenting a compelling case to the assessor, we demonstrated that the property’s assessed value was overstated.
Results:
- Secured a $70,000 refund
5 ESSENTIAL STEPS TO SECURE YOUR PROPERTY TAX REFUND
Step 1
ASSESS YOUR PROPERTY
We start by conducting a detailed review of your property to identify opportunities for tax savings, setting a solid foundation for your appeal.
Step 2
ORGANIZE YOUR APPEAL
Next, we handle all the paperwork, submitting your appeal to the County Assessment Appeals Board to challenge your tax assessment officially.
Step 3
PREPARE YOUR CASE
Our experts prepare a solid case, utilizing detailed property valuations to build a compelling argument for your appeal.
Step 4
TAKE ACTION IN HEARING
We represent you at the hearing, advocating on your behalf to secure the best possible outcome and the maximum tax reduction.
Step 5
AWARD YOUR SAVINGS
Finally, we ensure your tax refund is processed and delivered to you, concluding our process with the savings you deserve.
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Your First Step Towards Fair Property Tax Assessments
Facing challenges with your property tax assessment can feel overwhelming, but you’re not alone. Our expert team is here to guide you through the appeal process with ease and confidence.
Share Your Concern: Drop us a message detailing what’s happening with your property tax. Be as specific as you can to help us understand your situation.
Expert Consultation: One of our Property Tax Experts will get back to you shortly to gather more details and assess your case. This initial consultation is crucial for crafting a tailored approach to your appeal.
Strategic Representation: Based on our discussion, we’ll offer advice on the best course of action. Should you choose to have us represent your appeal, we’ll work diligently to secure a positive outcome, aiming for the fair assessment and savings you deserve.