Informal Negotiation

Negotiate lower property taxes effectively through early informal discussions.

PTAG’s Informal Negotiation is a proactive approach to property tax management, aiming to secure fair assessments for your properties before they are finalized in the tax roll.

Our Process

1. Early Engagement with County Assessors

PTAG initiates discussions with local assessors well in advance of the finalization of the county’s tax roll values.

2. Objective: Agreement Before TRIM Notices

The primary goal of these negotiations is to reach an agreement on property values before the issuance of Proposed Tax Notices (TRIM) in August.

3. Your Property Tax Advocate

Our expertise and proactive stance allow us to make early interventions, which can significantly benefit your tax planning and budgeting processes.

4. Relationships That Drive Results

PTAG’s ability to negotiate effectively is enhanced by the strong relationships we’ve cultivated with local appraiser staff. These connections facilitate open dialogue and negotiations, providing us with the leverage needed to advocate vigorously on your behalf.

The PTAG Advantage - Informal Negotiations

PTAG’s Informal Negotiation service streamlines the property tax assessment process, leveraging our expertise and established relationships to secure fair property valuations. By engaging early in the tax cycle and aiming for agreements before TRIM notices, we not only save time but also reduce the potential for costly and extended formal appeals. Trust PTAG to act as your diligent property tax advocate, ensuring that your property assessments are fair and just.

PROACTIVE DOCUMENTATION

We collect essential financial and property data early in the year, laying the groundwork for accurate tax assessments.

EXPERT NEGOTIATION

We engage with tax authorities to ensure fair property valuations, leveraging their expertise to minimize tax liabilities.

SUCCESS-BASED FEES

We charge only based on tax savings achieved, demonstrating a commitment to delivering value to clients without upfront costs.

Let us review your portfolio to ensure a “Fair and Equitable” Tax Assessment

Our Team proactively reviews and tracks clients’ assessments throughout the year. Working directly with the county assessor on multiple appeal levels to ensure the lowest possible tax liability for client properties. If our appeal efforts are successful, we charge a performance fee based on tax savings.

Call : 954 202-9696

Admin@taxflorida.com Mon – Fri 8:30-5:30

Early Engagement

PTAG initiates discussions with tax agencies well before tax roll values are finalized, aiming to influence assessments favorably and prevent future disputes.

Pre-TRIM Agreement Goal

The service focuses on reaching property value agreements before TRIM notices are issued, avoiding the complex formal appeals process.

Time-Saving Advocacy

With PTAG acting as your property tax advocate, early decisions lead to significant time savings and streamlined tax management processes.

Strong Local Relationships

PTAG’s established relationships with appraiser staff enhance negotiation success, ensuring your property assessments are fair and advantageous.

Are you looking to reduce your property taxes?

Admin@taxflorida.com
·  Mon – Fri 8:30-5:30

Partners at PTAG

FIRM PARTNERS HAVE SPENT THEIR ENTIRE PROFESSIONAL CAREERS WITHIN THE PROPERTY ASSESSMENT INDUSTRY, BOTH PUBLIC (FORMER COUNTY APPRAISERS) AND PRIVATE.

Jeff Nelson

Managing Partner

Tim Hart

Partner - Director of Appeals