Reduce your tax burden with expert representation.
We challenge inflated commercial property assessments across California — Decline-in-Value and Base-Year appeals handled end-to-end by a former Deputy Assessor and a 20-year CRE advisor. You only pay when we deliver savings.
Are you overpaying on property taxes?
For most commercial owners, property tax is the largest controllable operating expense. It's also the one most often left unchallenged.
What we file
Two types of property tax appeals.
Decline in Value
Challenge the current year's assessed value when market conditions have shifted against your asset. Targets a single tax year.
- Best when rents, occupancy, or comps have softened
- Filed for the current tax year
- Savings apply to that year's tax bill
Base Year Value
Challenge the value set at purchase or new construction. A successful appeal changes your assessment going forward, with long-term impact on every future bill.
- Two triggers: purchase and new construction
- Must be filed within 30 days of receiving the supplemental bill
- Purchases between Jan 1 – Jun 30 generate a 2nd supplemental — also appealable
- January 1 is the standard valuation period start
Deadlines move fast. Base-Year appeals must be filed within 30 days of your supplemental bill. If you've recently purchased or completed construction, contact us today.
Our Process
Four steps to a lower tax bill.
Engage
We register as your authorized agent so we can file and represent you with the assessor.
Prepare
We analyze market data, rents, occupancy, operating expenses, and proforma financials.
Present
We meet with the assessor and present comparables and evidence to the 3-person panel.
Reduce
We negotiate a stipulated value reduction that lowers your tax obligation for the cycle.
Methodology
How we build your case.
Market Data Analysis
CoStar, rent studies, and other industry sources to benchmark your property against the market.
Proforma Financial Review
Occupancy, rents, operating expenses, and fees — proving how your property is actually performing.
Comparable Sales Evidence
Our comps versus the assessor's comps — demonstrating fair market value with rigorous data.
Pricing
Simple, results-based pricing.
Our fee is only a percentage of the tax savings we achieve for you. If you don't save, you don't pay.
Contingency-Based
You only pay when we deliver results.
No Upfront Cost
Zero fees until your taxes are reduced.
Standard Rate: 25%
In-line with market rates for property tax appeals.
Our Team
Decades of CRE and assessor experience.
- 10 years as Owner of Williamson Real Estate (Consulting)
- 5 years at Marcus & Millichap Companies (Acquisitions, Asset Management, Finance)
- 3 years at RSG (Real Estate Consulting to Public Agencies)
- 2 years as Entitlements & Planning Manager at Wesco Homes and K. Hovnanian Homes
- 37 years of property tax consulting (semi-retired)
- 10 years as Owner of MRS Consulting
- 12 years as VP, West Coast Region — First American Commercial RE Services
- Senior Appraiser / Deputy Assessor, Orange County, CA
Ready to lower your property taxes?
Contact us today for a free assessment review. No upfront costs — we only get paid when you save.