PTAC Learning Modules |
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Module 1 | Learning Goals |
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The Property Tax Appeal Copilot provides California homeowners with a do-it-yourself guide to appealing their property taxes and putting thousands of dollars back into your pocket. This module covers the important steps to achieving that goal. |
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→View Module 1
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Module 2 | Players And Process |
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Many people and organizations play a roll in a reassessment process. This module introduces you to the major players and the important elements in the process. |
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→View Module 2
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Module 3 | Propositions And Example |
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California propositions provide a safety net for property owners in a rising and falling real estate market. These propositions provide the means for a homeowner to file a tax appeal. This module will give you a real life example of how a reassessment puts money into your pocket. |
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→View Module 3
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Module
4 | Comparables |
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Comparing your property against similar properties enables you to get a fair market value as of today. How to select the correct comparables is covered in this module. |
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→View Module 4
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Module
5 | Valuation |
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We cover the elements of valuing your property in this section. After you select your comparables, you will need to adjust them to your property in order to arrive at a value for your home. |
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→View Module 5
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Module
6 | Informal Request For Decline In Value |
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An informal request is the first step in the process and calls for the county assessor to make an opinion of value for your home. This form must be filled out and sent in before the deadline. |
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→View
Module 6
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Module
7 | Appeal Form |
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After the informal request is submitted, an appeal form must be sent into the Appeals Board. This appeal assures the fact that an impartial person/body will address your property tax issue. This form must be submitted before the deadline. |
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→View
Module 7
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Module
8 | Negotiation |
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Understand the rules and important points before speaking with the assessor’s representative about your home. This step can help save you a lot of time. |
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→View
Module 8
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Module
9 | Hearing Officer |
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The first impartial person who will hear your case can resolve the question of valuation in your favor if you understand the process and what to do once the hearing officer makes a determination. |
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→View
Module 9
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Module
10 | How The Boards Works |
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The Assessment Appeals Board has rules and procedures that need to be followed by the homeowner. Module 10 covers the intricacies of the Board, the rules of evidence (or lack thereof), and the process. |
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→View
Module 10
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Module 11 | Whats Next? |
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Keep an eye on the market and stay on top of your property taxes. |
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→View Module 11
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