Reserve Tax AI watches every parcel in your portfolio, flags over-assessments the moment they appear, and our licensed team carries the appeal all the way through hearing. You pay a platform subscription plus 15% of first-year savings — only on the appeals we win.
Most appeal firms wait for you to notice an over-assessment, then bill a heavy contingency to fix it. Reserve Tax AI inverts that. The platform monitors every parcel you own across every assessment cycle, surfaces the ones worth contesting, and drafts the evidence automatically. A licensed team — out of Big Four property tax practice — reviews every case and argues it through hearing. You see the whole portfolio in one place, and the performance fee is just 15% of first-year savings — less than half the 25–35% a traditional contingency runs.
One system for your entire portfolio — monitoring, analysis, and full appeal execution. No spreadsheets to maintain, no deadlines to track, no separate engagement to sign each season.
Every parcel you own is tracked across each assessment cycle. When a new value posts, the platform pulls it, re-runs the analysis, and tells you whether it's worth contesting — before the protest window closes.
Our valuation models estimate a defensible fair value for each property from income, sales, and cost signals, then flag the parcels where the assessment runs meaningfully high. You see the gap, the confidence behind it, and the projected savings.
The platform drafts the analysis behind each case — comp selection, income modeling, depreciation — and produces institutional reports like pre-acquisition diligence and portfolio forecasts in hours, not weeks. Every deliverable is reviewed and signed by licensed staff.
Flagging is where most software stops. We don't. Reserve Tax Group files the appeal, assembles the evidence package, and represents the property at hearing — the full engagement is included, with no separate contract.
The subscription scales with the size of your portfolio. The performance fee — 15% — applies only to first-year realized savings on appeals we win, less than half the 25–35% a traditional contingency runs. The reduced assessment carries forward, so later years carry no additional performance fee. Nothing is owed on appeals that don’t reduce, or on parcels already fairly assessed.
Every tier includes the AI engine, continuous monitoring of every parcel each cycle, and full appeal execution through hearing by licensed counsel. Special-use and trophy assets that fall outside standard modeling are handled as individual engagements on a traditional contingency. Request pricing for your portfolio → · See the platform in action →
The 15% performance fee applies only to appeals we win. A platform subscription applies separately, scaled to your portfolio.
Get a real estimate→Most assessment overstatements come from the appraisal district picking the wrong valuation methodology, or from applying the right methodology with stale assumptions. We build the case that fits the asset.
We rebuild your property's NOI using the actual T-12 — not appraisal district assumptions about market rent, vacancy, or expenses. We re-derive the cap rate from recent transactions of comparable assets. The result is a defensible value that often runs 10–20% below the assessment for multifamily, office, retail, hospitality, and mixed-use.
We pull every relevant comp inside the trade area, adjust for size, age, condition, and timing, and bring the supportable evidence to the hearing. This is most powerful in transaction-active markets — Houston, Miami, Atlanta, Dallas — and especially after a 12-month period where market sentiment shifted.
Where income comps are thin or the property is owner-occupied, the cost approach with rigorous depreciation analysis is often the strongest argument. We handle physical depreciation, functional obsolescence (clear height, column spacing, layout), and economic obsolescence in a single integrated model.
Reserve Tax AI files commercial property tax appeals in all 50 states. The platform monitors every parcel in your portfolio wherever it sits — from Texas, Florida, and Georgia across the Sunbelt to New York, Massachusetts, and Illinois in the Northeast and Midwest, and every jurisdiction in between. Wherever your assessments land, we track the deadlines and carry the appeals through hearing.
Own commercial real estate anywhere in the U.S.? Tell us about it.
Our engagements are concentrated where the assessment math is significant enough to justify a structured appeal. We work directly with property owners, asset managers, and CFOs — not through brokers, and not through property management companies.
Most of our clients are funds, family offices, REITs, and operating companies that own commercial real estate as a core part of their balance sheet. We focus on commercial property — not residential homestead or individual taxpayers.
"The appeal process is technical, paper-intensive, and stuck on workflows from twenty years ago. We came out of Big Four property tax — and we built Reserve Tax AI so the software does the watching and the drafting, while our licensed team argues the cases that matter. Faster, more thorough, more defensible. The performance fee only applies when we win."
Two components. A Reserve Intelligence subscription, billed monthly and scaled to the size of your portfolio, gives you continuous monitoring and the AI engine across every parcel. On top of that, a performance fee of 15% applies to first-year realized savings — but only on appeals we actually win, and less than half the 25–35% a traditional contingency runs. Nothing is owed on appeals that don’t reduce, or on parcels already fairly assessed. There are no filing fees and no hourly billing. Special-use and trophy assets that fall outside standard modeling are handled as individual engagements on a traditional contingency.
From engagement to final reduction typically takes four to nine months, depending on your county's hearing calendar. Most of that time is waiting for the hearing. Active work on our end is concentrated in the first 30 days (filing) and the two weeks before your hearing (evidence prep).
Property address and account number (we can pull the rest from public records), recent operating statements if you have them, and any prior appeal history. We do most of the data gathering ourselves.
The software handles the parts that should never have been manual: pulling each new assessed value, estimating a defensible fair value, flagging the parcels worth contesting, and drafting the underlying analysis and reports. People handle the parts that require judgment. Every flagged case is reviewed by licensed staff out of Big Four property tax practice, and Reserve Tax Group files the appeal and represents the property through hearing. You get software speed with a real firm standing behind the work.
You can. For owners with one or two properties and time to learn the local appraisal process, self-protesting can make sense. We work primarily with owners who have larger portfolios where the time investment isn't worth it, or where the size of the assessment justifies professional representation.
We file nationwide. Most of our active filings are in the markets shown on the homepage — Texas, Florida, Georgia, New York, Illinois, Massachusetts. We accept select engagements in any U.S. state for properties that fit our criteria.
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