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Founded on the 15th of June in 1990 by Michael Middleton, Protax LLC has grown to become the largest and most successful independent property tax consulting firm operating throughout California. Our mission was specifically designed to provide a professional level of service to the multitude of owners of commercial and high end residential property within our great State.. We have branded our firm as the copper standard as this semi precious metal used in the creation of pennies has historically been money available to every individual regardless of their financial position. Our founder specifically chose a copper and black color scheme as it accurately reflects our commitment to save every possible penny for our clients. Copper has unique horticultural uses as well as incredible healing properties that are recently being revealed. The goal was to provide an affordable and honest service to every property owner as it is a fact that many individuals do not have the necessary finances or requisite knowledge to hire an attorney or a reliable property tax consulting professional.
Protax LLC is celebrating 34 years of uninterrupted service to its clients filing more than 100,000 formal appeals while submitting more than 50,000 informal requests. This unique approach has generated over 27 billion dollars in assessed value reductions for our clients returning over 250 million dollars to their bottom line. This was accomplished with our clientele having to risk their own precious capital resources as we operate on a contingency fee basis and proudly proclaim that “there is NO FEE and NO RISK” to utilizing our services.
In the early 1990’s, Protax implemented this highly unique two-tiered approach designed to maximize the tax savings for our clients as expeditiously as possible thereby lowering their number one line item expense and saving every last possible penny. This approach which has not been adopted by our competitors includes:
1) filing a formal appeal with the assessment appeals board for the current tax year shortly after the posting of the assessment roll
AND THEN
2) submitting an informal “request for a review” directly to the Assessor’s Office early in the upcoming tax year seeking a reduction in the assessed value concurrent with the posting of the assessment roll for the upcoming tax year.
THE BENEFIT is that many of our clients have realized a reduced installment for the following tax year before an appeal has been heard for the formal appeal has been scheduled by the county for a hearing. A successful resolution of the formal appeal often produces an additional tax savings for our clients thereby assisting them with their ongoing attempts to manage their property. As the property tax line item is often the largest single expense associated with holding real estate, our clients are delighted with our services and the savings that we bring to their bottom line. To this day, the majority of the practitioners in our industry have little to no understanding of the specific Code Section that Protax has successfully utilized over the past three decades to secure massive tax relief for the thousands of clients that we represent each and every year. Many of our clients have continued to renew our agreement as we handle every aspect associated with the tax savings process. We have an entire team that also follows up on the refunds as we refuse to bill our clients UNTIL AFTER they recognize the tax savings in the form of a reduced tax bill or a refund.