Property Tax

Unlock tax savings and cash flow for your clients with expert Property Tax strategies.

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Reduce Commercial Property Tax Liability for Your Clients

Source Advisors offers a comprehensive suite of commercial property tax consulting services designed to optimize savings for property owners. Our focus on customer service ensures that you and your clients receive consistent updates, actionable insights, and measurable results. Here’s how we can help:

Annual Review and Fair Assessments

We conduct annual property appraisal reviews to ensure assessments align with market standards. If discrepancies are identified, we take proactive measures to correct them.

Income and Comparable Analysis

For revenue-generating properties, we analyze income statements, rent rolls, and market comparables to ensure the valuation accurately reflects the property’s true earning potential.

Appeals and Advocacy

If assessments are deemed excessive, we manage the entire appeals process, from filing claims to representing property owners in meetings with taxing authorities and attending hearings.

Delinquent Taxes and Refund Opportunities

We investigate unpaid taxes and identify potential refunds for overpaid taxes from prior years, offering your clients immediate relief.

Exemptions and Specialized Strategies

Our team researches applicable tax exemptions and applies them to reduce liabilities, leveraging laws specific to the jurisdiction.

Binding Arbitration and Litigation Support

When needed, we prepare for arbitration or litigation, offering expert representation to achieve favorable outcomes.

Tailored Reporting

Clients receive customized reporting for clear insights into savings, compliance, and opportunities for future reductions.

Why Choose Source Advisors?

Proven Expertise

With decades of experience in property tax consulting, we bring a wealth of knowledge and a track record of maximizing savings for clients in diverse industries, including real estate.

Tailored, Results-Driven Approach

Every property is unique. We employ bespoke strategies to identify opportunities for savings while ensuring compliance with local regulations.

End-to-End Services

From analysis to appeals and beyond, we handle the entire process, reducing your workload as a CPA and enhancing client satisfaction.

Let's Get Started

Ready to amplify your client offerings and discover unclaimed tax savings? Contact us today to discuss a partnership or schedule a no-obligation consultation. Let Source Advisors be your partner in empowering financial success for your clients.
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