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Property Tax Review

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By engaging JM Tax Advocates for real and personal property tax assessment reviews, our clients  benefit from  secured cash refunds and current and perpetuated tax savings.

Our Process includes:

  • Identify opportunities to reduce annual property tax costs by initially reviewing real and personal property tax supporting schedules.
  • Benchmark the assessment data against our knowledge of the local, regional and national market.
  • Present our findings and recommendations and collaborating with our client to define an implementation plan.
  • Document opportunities by inspecting the subject site/building improvements/equipment; gathering supporting data; verifying asset history and function, invoice reviews, and other operating data.
  • Secure savings by:¬† filing appeals and/or amended returns; advocating positions during hearing proceedings; holding ongoing assessor communications, coordinating refund request paperwork; communicating the status of our progress; and obtaining client approval prior to filing and settling appeals.