Property owners who trust us with their portfolios

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 We handle the analysis, the filings, and the hearings. You receive the refund. 

Our Services

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Real Property

Your assessed value was set by a county assessor using mass appraisal methods that may not reflect what your property actually does in the market today. We build the evidentiary case, file the appeal, and represent you at the hearing, on contingency. 

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Business Property

Business personal property is consistently over-assessed. Misclassified assets and incorrect depreciation schedules inflate your bill every year. Our team of former CPAs, assessors, and valuation specialists finds the discrepancies and files appeals that hold up at hearing.

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Legal Changes & Ownership

Ownership transfers trigger supplemental assessments, and those figures are frequently inflated. We challenge the enrolled value at the point of change, before it compounds across your hold period.

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Business Personal Property Tax Compliance

 Filing a 571-L incorrectly costs you money every year. We manage the entire compliance process across all of your locations: accurate categorization, timely filings, and reconciliation against your final tax bill, so your exposure stays as low as possible. 

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Estate Evaluation

Ownership changes trigger supplemental tax bills based on assessments that are frequently inflated. Our USPAP-certified appraisers, including court-qualified expert witnesses, establish defensible market value and challenge the assessed figure on your behalf. 

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New Construction Developers

Construction cost does not equal assessed value. The difference is where your exposure lives. We engage before completion, ensure the assessor enrolls the correct value on day one, and put a strategy in place to manage your tax liability through lease-up and beyond.

Request a Complimentary Assessment Review

We will review your current assessment and identify whether a viable basis for reduction exists. If we take your case, you pay nothing until we deliver results. Most reviews are completed within 48 hours.

From Initial Review to final refund: we handle every step.

Every engagement begins with a diagnostic, not a pitch. We review your assessment, identify the basis for reduction, and tell you honestly whether we believe we can win before we file anything. If we take your case, you sign one authorization form. We handle everything after that.

We analyze your assessment, pull comparable data, and determine whether a viable reduction exists. If we do not see a strong basis, we tell you. 

We prepare and submit the formal appeal application to the county board before the deadline. All forms, all supporting evidence, handled entirely by our team. 

We negotiate directly with the assessor's office. If the case does not settle, we present your appeal at the formal hearing before the Assessment Appeals Board. 

When the reduction is granted, the county issues a refund or tax credit. Our fee is a percentage of the savings you receive, never charged before we deliver results. 

Our Track Record

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winning success rate

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in refunds generated

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in assessed value

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avg. reduction in assessed value

Success Stories

$80,000 IN SAVINGS PER YEAR FOR A RIVERSIDE VACANT COMMERCIAL LOT

In determining property tax liability on a vacant commercial lot, the Riverside County Assessor overlooked Proposition 13 and therefore wildly assessed this vacant lot's value. Our client purchased this commercial lot...

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INSTEAD OF PAYING $10K, COMPANY RECEIVES $90K

Who likes a good comeback story? We do. One of San Diego’s largest biotechnologies company was in the process of completing its annual 4-year audit by the San Diego County…

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