Services
Appeal representation, plus the reporting around it.
Appeal representation is the core. Around it sits a full library of institutional reporting, drafted with AI acceleration and signed off by our team, so your tax function runs year-round, not just at deadline.
Appeal representation
End-to-end property tax appeals, filed and argued by licensed counsel. We handle the entire lifecycle so your team never touches a petition or a deadline.
- ✓Portfolio-wide AI over-assessment scan
- ✓Evidence and valuation package preparation
- ✓Filing, negotiation, and hearing representation
- ✓Continuous monitoring every assessment cycle
Institutional reports, two ways
Eight signed deliverables that give asset managers, lenders, and acquisition teams the property tax picture they need. Pull them through the platform on your subscription, or order any single report on demand at a flat fee, delivered within 48 hours.
- ✓Included in the software, or on demand per report
- ✓Flat fee per report, no hourly consulting fees
- ✓AI-accelerated drafting, delivered within 48 hours
- ✓Reviewed and signed by our team, backed by the valuation engine
The report library
Eight report products, one valuation engine behind them.
Every report is drafted with AI acceleration, reviewed and signed by our team, and delivered within 48 hours. Order any one on demand at a flat fee per report, with no hourly consulting fees, or run them yourself on the platform.
Pre-Acquisition Tax Diligence
Forecast the post-sale assessment and true tax burden before you close, so your underwriting holds.
Flat fee, per reportAnnual Portfolio Tax Forecast
A parcel-by-parcel projection of next year's assessments and tax exposure across the whole portfolio.
Flat fee, per reportTax Reserve Analysis
Defensible reserve figures for budgeting and lender reporting, grounded in modeled value.
Flat fee, per reportRefund Recovery & Bill Audit
Line-by-line audit of prior bills to surface overpayments and recoverable refunds.
Flat fee, per reportEqualization & Uniformity Analysis
The comparable-assessment argument that wins on fairness, not just market value.
Flat fee, per reportLoan Covenant Compliance Report
Tax-exposure reporting formatted for lender covenants and asset-management reviews.
Flat fee, per reportDisposition Tax Position Memo
A clean tax position for the data room when you take an asset to market.
Flat fee, per reportSubmarket Assessment Brief
How a submarket is being assessed, and where the outliers and opportunities sit.
Flat fee, per reportEngagement model
One subscription, everything included.
Tiers scale by parcel count. Every tier includes the AI engine, continuous monitoring, and full appeal execution through hearing by licensed counsel. No separate engagement required.
| Tier | Best for | Parcels | Annual |
|---|---|---|---|
| Starter | Single assets, small owners | Up to 25 | $12,000 |
| Mid-Market | Growing portfolios | Up to 100 | $42,000 |
| Growth · most common | Active multi-market owners | Up to 200 | $75,000 |
| Scale | National portfolios, autopilot | Up to 500 | $150,000 |
| Enterprise | 500+, bulk data, SLA | 500+ | Custom |
All tiers are billed monthly on an annual contract and carry an 18% performance fee on the savings for any appeal we win. Nothing is owed on unsuccessful appeals or fairly-assessed parcels.
Get a quotePricing shown for reference and subject to change. Contact us for a portfolio-specific proposal.
Start with a free over-assessment review.
Before any commitment, we will scan your corporate-owned parcel list and flag the opportunity, at no cost.
Request your free review