The Process:

At all times, Realty Tax Challenge will act as your personal property tax manager and administrator. First we will determine if you are over-assessed. Determining if a property is over-assessed requires a level of expertise that even most experienced property owners and decision makers often do not have.

We carefully review and evaluate your real property assessment – and the details of your property – to determine if tax appeal proceedings should be initiated. If we conclude that the property does not warrant an appeal at this time, we will monitor the assessments – both on their own and against the dynamics of the local market. When an appeal becomes warranted, we will notify you.

If an appeal is indicated, we take the lead in bringing it forward. Our mission: to maximize your property tax savings, while minimizing the effort you make in order to secure it.

We will request financial documents from either you or your accountant
and then we will follow through to:

  • Identify the appropriate real property tax appeal method.
  • Assemble the financial information necessary for processing the appeal.
  • Manage, complete and file the necessary administrative grievances.
  • Retain highly competent legal counsel, when relief necessitates a judicial proceeding.
  • Retain highly competent third party appraisal services as necessary.

How your payment works?

Our services cost you nothing!  We work on a contingency. Our fee is tied directly to results and we only receive remuneration after we achieve a refund for you or deliver you tax savings. Yes, we get paid......but not out of your pocket, rather out of the savings and refunds our efforts produce. Realty Tax Challenge acts as your personal tax manager and consultant in respect to the real property assessment affecting the property, ensuring you are receiving the maximum amount of tax reductions.

Our Services include:

Preliminary Evaluation.
We make a preliminary evaluation of the real property assessment to determine if tax appeal proceedings should be initiated.

The Recommendation.
We provide you with a written recommendation as to whether such proceedings should be undertaken.

When No Action is Warranted. Where we conclude that the property does not warrant the initiation of a real property tax appeal, upon your request, we shall continue to monitor the assessment of the property.

When an appeal is warranted, we act as your tax manager and administrator. Inclusive in our fee, we assist you in initiating the appropriate real property tax appeal, including: (a) assembling the necessary financial information to support an appeal; (b) completion and filing of the necessary administrative grievances; (c) where relief can only be obtained by judicial means, we will retain highly competent legal counsel.

Appraisals and Legal Counsel When Needed. When required, the obtaining of expert valuation opinion and/or written appraisal report for internal evaluation purposes, for negotiating purposes with assessors and any other representative of the taxing jurisdictions; or to pursue the real property tax appeal, either administratively or judicially. The initial appraisal cost is our responsibility and we do no pass any charge on to you for any initial appraisal which may be required.

Tax Agent. We work with the lawyer retained or appraiser or such other experts to accomplish an effective review which will include the compiling of the necessary financial information and property data.

Continued Monitoring. We monitor the progress of the tax appeal and will report periodically to you.