Services
Numerous solutions to fit your needs
Service List
- Tax abatement and exemption consultation
- Informal negotiation with appraisal districts
- Respond to taxing jurisdictions requests
- Preparation of final tax summary
- Real estate valuation analysis
- Filing of necessary appeal documents
- Ad valorem tax litigation consultation
- Tax statement reconciliation
- Business personal property valuation
- Formal presentation before appraisal review board
- Mid-year tax estimate summary
- Pro Forma tax estimates for budget or cash flow analysis
Through the successful efforts of Southland, our property tax liability has been significantly reduced. These reductions have favorably impacted our bottom line.
David L. Booth
C.P.A.
D.R. Horton Custom Homes
Through the successful efforts of Southland, our property tax liability has been significantly reduced. These reductions have favorably impacted our bottom line.
David L. Booth
C.P.A.
D.R. Horton Custom Homes
Tax Appeal Process
COMMERCIAL PROPERTY TAX SAVINGS IN FOUR EASY STEPS
1. EVALUATION
- Compile pertinent, property-specific market data
- Prepare Income, Market and Cost Approaches to Value
- Prepare Uniformed/Equal Analysis
- Review appraisal district data used to support Notified Value
- Determine methodology utilized by assessor to establish value
- Analyze data to determine appropriate value and assessment range of client property
- Determine appropriate assessment range of client property
2. INFORMAL NEGOTIATION
- Value presentation to assessing authority
- Negotiate to achieve appropriate appraised value
3. FORMAL APPEAL
- Prepare and file all required appeal documentation with the appropriate appraisal board
- Present case before appraisal review board
- Advise client of hearing result and recommend the feasibility of pursuing additional relief
4. LITIGATION/BINDING ARBITRATION
- Recommend pursuit of binding arbitration or relief through district court
- Provide recommendation, and coordinate engagement of attorney to file suit
- Assist attorney in management of lawsuit
- Present case during informal resolution meetings
- Provide expert witness testimony during trial (many of our representatives are qualified as expert witnesses in District and Federal Court)
- Represent client in binding arbitration hearing
- Assist in obtaining client’s tax refund after successful resolution
Tax Appeal Process
COMMERCIAL PROPERTY TAX SAVINGS IN FOUR EASY STEPS
Step 1: EVALUATION
EVALUATION
- Compile pertinent, property-specific market data
- Prepare Income, Market and Cost Approaches to Value
- Prepare Uniformed/Equal Analysis
- Review appraisal district data used to support Notified Value
- Determine methodology utilized by assessor to establish value
- Analyze data to determine appropriate value and assessment range of client property
- Determine appropriate assessment range of client property
Step 2: INFORMAL NEGOTIATION
INFORMAL NEGOTIATION
- Value presentation to assessing authority
- Negotiate to achieve appropriate appraised value
Step 3: FORMAL APPEAL
FORMAL APPEAL
- Prepare and file all required appeal documentation with the appropriate appraisal board
- Present case before appraisal review board
- Advise client of hearing result and recommend the feasibility of pursuing additional relief
Step 4: LITIGATION/BINDING ARBITRATION
LITIGATION / BINDING ARBITRATION
- Recommend pursuit of binding arbitration or relief through district court
- Provide recommendation, and coordinate engagement of attorney to file suit
- Assist attorney in management of lawsuit
- Present case during informal resolution meetings
- Provide expert witness testimony during trial (many of our representatives are qualified as expert witnesses in District and Federal Court)
- Represent client in binding arbitration hearing
- Assist in obtaining client’s tax refund after successful resolution
