Property Tax Appeal Checklist: 10 Steps to Prepare for Success

Appealing your property taxes can feel overwhelming if you don’t know where to start. This step-by-step checklist helps you gather the right documentation and stay organized. Whether you own a single-family home or a multi-unit building, following these tips will improve your chances of getting a lower assessment.

1. Mark Your Deadlines

Every jurisdiction sets its own filing deadline. Check your county website or assessment notice for the specific date and add reminders to your calendar. Missing the deadline means waiting another year to appeal.

2. Review Your Assessment Notice

Read the assessor’s notice carefully and confirm your property’s square footage, year built, and any listed improvements. Mistakes on record cards are common and can automatically inflate your valuation.

3. Pull Comparable Sales Data

Search recent sales of properties similar to yours—same neighborhood, size, age, and condition. Websites like your county assessor’s database or local real estate portals often list this information for free.

4. Document Property Condition

Take clear photos of your property, focusing on any issues that could reduce value, such as outdated kitchens, roof damage, or foundation problems. Keep repair estimates and receipts handy.

5. Gather Recent Appraisals or Market Reports

If you recently refinanced or purchased the property, you may already have an appraisal showing market value. Independent market reports can also strengthen your case.

6. Compile Income and Expense Records (for Rentals)

Landlords should collect rent rolls, lease agreements, and a summary of expenses. These documents demonstrate how the property performs financially and help justify a lower value when expenses are high.

7. Understand Your Appeal Options

Some areas allow informal reviews before a formal appeal. Research whether you must appear in person, submit forms online, or mail paperwork. Knowing the format in advance prevents last-minute scrambling.

8. Complete the Correct Forms

Download the official appeal forms from your assessor’s website. Double-check that every required field is complete and attach supporting documentation as instructed.

9. Keep Copies of Everything

Create a physical or digital folder for all your evidence. Having a well-organized packet helps you present a professional case and quickly answer any questions from the review board.

10. Consider Professional Help

For complex properties or high-stakes appeals, consult a property tax consultant or attorney. They can navigate local rules, negotiate on your behalf, and improve your odds of success.

Final Thoughts

A well-prepared appeal can lower your annual property tax bill and increase the overall value of your investment. Use this checklist to stay on track, and be sure to check out our other resources on avoiding common mistakes and understanding the assessment process for more guidance.

This article is for informational purposes only and should not be considered legal or financial advice.