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Case Study

RESIDENTIAL

case_study

New Construction

The Client

Owner Builds New Property or has Addition to Existing Property

New Construction

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The Challenge

Assessor submits supplemental tax bill increasing property taxes.

Solution

Detailed analysis and cost records prepared and presented to the County when determined that new Assessment exceeds the market. Professional representation, cross and closing statements compounded with extensive market evaluation, evidence and expert analysis presented to the County challenging Assessors tax assessment.

Client benefit

Reduced assessment, Refund to Taxpayer.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed and re-evaluated annually to ensure assessment is fairly assessed while the construction is on-going.

Temporary Prop 8 Reduction

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The Challenge

Market research determining estimated value and potential client savings.

Solution

Detailed analysis prepared and presented to the County when determined that Assessment exceeds the market. Professional representation, cross and closing statements compounded with extensive market evaluation, evidence and expert analysis presented to the County challenging Assessors tax assessment.

Client benefit

Reduced assessment, Refund to Taxpayer.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed and re-evaluated annually to ensure assessment is fairly assessed.

Residential Property Tax Assessment

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The Challenge

The sales price was enrolled as a Base Year Value by the County Assessor.

Solution

Detailed market analysis prepared and presented to the County indicating the purchase price was excessive and overstated by the seller. Professional representation, cross and closing statements compounded with extensive market evaluation and expert analysis was presented to the County Board challenging the Assessor’s enrolled sales price.

Client benefit

Reduced assessment and a refund to the taxpayer.

Resolution

Client assessment reduced and future assessments indexed base on lower value granted by the County Board.

Land after SFR Fire

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The Challenge

Market research determining fair market value for the now-vacant land.

Solution

Detailed analysis prepared and presented at the hearing showing that the current assessment exceeds market value.  Professional representation in defense of our case and cross-examination of the County representative at the hearing.

Client benefit

Reduced assessment and refund to the taxpayer.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed, and re-evaluated annually to ensure a fair assessment.

Agricultural

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The Challenge

Market research to determine effect of these issues on the market value.

Solution

Detailed market analysis prepared and presented to the County showing the assessment was higher than current market value.  Further documentation was provided to the County regarding the water and fire issues with the property.  There were numerous discussions with the County representative to come to an agreement on the fair market value prior to the hearing.

Client benefit

Reduced assessment and a refund to the taxpayer.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed and re-evaluated annually to ensure a fair assessment.

Zoning and Land Use Change

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The Challenge

Determine to what extent the property value was reduced due to the zoning/land use change.

Solution

Detailed market analysis prepared and presented to the County showing  the  assessment exceeded the market value due to the zoning/land use change.  Numerous phone calls and E-mails with the County representative to resolve the appeal prior to the hearing.

Client benefit

Reduced assessment and a refund to the taxpayer.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed and re-evaluated annually to ensure the property is fairly assessed.

Apartment Property Tax Assessment

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The Challenge

Market research determining estimated value and potential savings.

Solution

Detailed analysis prepared and presented to the Assessment Appeals Board. Professional representation, cross and closing statements compounded with extensive market evaluation and rebuttal of the assessor’s valuation.

Client benefit

Reduced Assessment as a result of Board decision.

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed, and re-evaluated annually to ensure assessment is fairly assessed.

Industrial Property Tax Assessment

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The Challenge

Market research determining estimated value and potential savings.

Solution

Detailed analysis prepared and presented to the Assessment Appeals Board. Professional representation, cross and closing statements compounded with extensive market evaluation and expert analysis the Assessor’s valuation.

Client benefit

Reduced Assessment, Refund to Taxpayer

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed, and re-evaluated annually to ensure assessment is fairly assessed.

Industrial Property Tax Assessment

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The Challenge

Market research determining estimated value and potential savings.

Solution

Detailed analysis prepared and presented to the Assessment Appeals Board. Professional representation, cross and closing statements compounded with extensive market evaluation and expert analysis the Assessor’s valuation.

Client benefit

Reduced Assessment, Refund to Taxpayer

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed, and re-evaluated annually to ensure assessment is fairly assessed.

Restaurant Property Tax Assessment

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The Challenge

Market research determining estimated value and potential savings.

Solution

Detailed analysis prepared and submitted to county assessor. Negotiated a substantial reduction via stipulation.

Client benefit

Reduced Assessment, Refund to Taxpayer

Resolution

Client assessment temporarily reduced and future assessments monitored, reviewed, and re-evaluated annually to ensure assessment is fairly assessed.