Our Process

Initial Consultation

We discuss:

• Your property type and location
• Current assessment and tax history
• Your goals and risk tolerance
• Any prior appeals or settlements

This helps us determine whether we are a good fit and whether further analysis is warranted.

Preliminary Assessment Review

We conduct a high-level review of:

• The current assessed value
• Recent market conditions
• Property performance (if available)
• Typical assessment practices in your jurisdiction

At the end of this stage, you receive a clear indication of whether an appeal is likely to be worthwhile.

Detailed Consulting Analysis

If you proceed, we perform a deeper analysis that may include:

• Market rent and expense review
• Comparable sales research
• Assessment methodology evaluation
• Identification of factual or analytical weaknesses in the assessor's approach

We then present our findings and recommended strategy.

Strategy Selection

We decide the best course of action:

• Informal negotiation with the assessor
• Administrative appeal before a board
• Referral to legal counsel for formal litigation

Execution & Coordination

If you move forward:

• We assist in preparing materials for hearings or discussions
• We advocate with the assessor and taxing jurisdiction, in ways that local law permits
• We bring counsel in to represent at hearings and coordinate with other experts as needed
• We help you evaluate settlement offers versus continued appeal

Outcome Review

After resolution, we help you assess:

• The financial impact of the result
• Lessons learned for future tax years
• Whether proactive steps could reduce future disputes