1. Assessment Review & Diagnostic Analysis
We begin by analyzing your current assessment and comparing it to market evidence and standard assessment practices. This includes:
- Reviewing the assessor's stated or implied methodology
- Identifying potential errors, inconsistencies, or unsupported assumptions
- Evaluating whether the assessment aligns with market conditions and property performance
- Providing a clear, written assessment of your likelihood of success in an appeal
This is designed to help you make an informed decision before committing time and resources to a formal challenge.
2. Appeal Feasibility & Strategy Development
Not every appeal makes financial or strategic sense. We help you determine:
- Whether the potential tax savings justify the cost and effort
- The risks associated with appealing (including potential cross-appeals or reassessment)
- The most effective path forward: informal review, administrative appeal, or litigation
We deliver a clear recommendation, including expected range of outcomes and potential downsides.
3. Pre-Appeal Market & Valuation Analysis (Consulting Basis)
Drawing on decades of valuation experience, we analyze:
- Market rents, expenses, and cap rates
- Comparable sales and relevant market trends
- Property-specific factors that may justify a lower assessed value
This analysis is performed strictly in a consulting capacity, not as a USPAP-compliant appraisal.
4. Coordination with Legal Counsel
When an attorney is involved, we work alongside them to:
- Help frame valuation and market arguments
- Prepare exhibits or analytical materials for hearings or filings
- Clarify technical valuation issues for judges, boards, or assessors
- Support your legal team with data-driven reasoning and market context
We are not your legal representative, but we are your valuation-informed strategic partner.
5. Negotiation & Administrative Hearing Support
Where appropriate, we assist with:
- Preparing for informal settlement discussions
- Structuring a compelling narrative for administrative boards
- Identifying strengths and weaknesses in the municipality's position
- Helping you decide when to settle versus proceed further
6. Portfolio-Level Tax Strategy (Owners with Multiple Properties)
For owners with multiple assets, we can:
- Identify which properties are most likely to benefit from appeals
- Prioritize resources across your portfolio
- Develop a consistent, repeatable approach to tax management
- Track results over time to refine your strategy