TRG
has created an infrastructure that focuses on maximizing results while
minimizing the time and input required by the client.
Step One - The process begins when a property owner requests a review of
assessment. TRG proceeds by reviewing the tax records, internal
research and data, sales comps, County Treasurer's records and other
documentation to determine whether the assessment is accurate, fair and
equitable. This initial investigation and analysis is free and requires very
little client input.
Step Two - After completing the review, TRG prepares and presents
a proposal for services to the property owner, which outlines the services to be
preformed and the fee arrangement/options. Once the property owner determines
which fee structure works best, TRG sends the property owner a simple three page
service agreement and agency authorization form. Once the documents are executed
and returned to TRG, the client’s work is done.
Step Three - TRG begins an in-depth investigation of the property,
including analyzing operating statements and reviewing as-built plans, appraisal
records and market data. In most cases TRG will physically inspect
the property and interview managers and brokers, to identify a clear
strategy for minimizing the asset’s property tax liability.
Step Four - Next, TRG implements the action plan with conviction and
persistence. The first phase is to commence a dialog with the Assessing Office
responsible for the property through correspondence or filing an informal “Prop
8” appeal.
Step Five - TRG files a formal protest, prepares hearing statements
and compiles supporting data to present a clear and convincing argument. TRG
argues the case on behalf of the client before the Assessment Appeals Board,
Hearing Officer or Board of Equalization.
Step Six - RTRG reviews the determination by the Board or Hearing Officer to
assess if recommendations are fair and equitable or if further legal action
would be justified.
Step Seven - Once a tax reduction is achieved, TRG will help facilitate
the refund or estimate the reduced liability and work with the client’s lender to
minimize impounds, if applicable.
Step Eight - TRG will examine the tax bill once it is issued to ensure
it reflects the reduction achieved.
TRG is committed to exceptional customer service and will keep the client
informed through each stage of the process.
