An advisory firm built for serious commercial owners.

Reserve Tax Group was founded on a simple observation: the property tax appeal market has a gap in the middle.

On one end are local one-shop firms — sometimes excellent at the legal mechanics of a particular county, but with limited analytical depth and uneven service quality. On the other end are large national brands that took the property tax category mass-market and now treat owners as accounts in a workflow rather than clients in an engagement. Between them sits a category of sophisticated commercial owners — funds, family offices, REITs, operating companies — who deserve a level of analytical rigor and direct partner attention that neither extreme provides.

RTG was built for that middle. Our founders come out of Big Four property tax practice — the institutional training that drives the analytical backbone of the work, from comp selection to income-approach modeling to evidence assembly. They launched RTG specifically because of the opportunity AI and automation now create in this category: most of the appeal process is paper-intensive workflow that has barely changed in 20 years. So we built the software ourselves. Reserve Tax AI monitors every parcel a client owns, flags the over-assessments worth contesting, and drafts the underlying analysis — making the work faster, more thorough, and more defensible, and letting us extend rigorous representation to property owners who couldn't justify it before.

Our approach is straightforward. We file appeals nationwide, with concentrated operational depth in the Sunbelt (Texas, Florida, Georgia) and Northeast (New York, Massachusetts), and we work with commercial property owners — funds, family offices, REITs, and operating companies. We do not pursue residential homestead or individual taxpayers.

Our model has two parts. Clients subscribe to the Reserve Tax AI platform — which monitors every parcel and runs the analysis across each assessment cycle — and pay a performance fee of just 15% of first-year tax savings, charged only when an assessment is actually reduced. Against an industry that typically charges 25–35% on contingency, the lower fee reflects how much of the work the software now carries. Nothing is owed on appeals that don't reduce, or on parcels already fairly assessed. The alignment is intentional: we earn our performance fee only when you save.

If your property fits our profile, we'd welcome the opportunity to review your current assessment.