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Property Tax Review Checklist
Property Information Verification
Confirm the property's legal description matches the deed
Verify the address and parcel identification number
Check the property's recorded square footage against tax records
Tax Assessment Analysis
Review the current year's property tax assessment notice
Compare the assessed value to similar properties in the area
Analyze the change in assessed value from the previous year
Exemption and Relief Eligibility
Identify if the property qualifies for any exemptions or reliefs
Ensure that all eligible exemptions are filed and up-to-date
Review the process and deadlines for appealing assessments
Billing and Payment Verification
Confirm that all tax bills have been received
Check for accuracy in tax bill calculations
Verify payment deadlines and ensure payments are made on time
Documentation and Record Keeping
Maintain copies of all tax assessments and bills
Keep records of payments and any correspondence with the tax office
Document any changes to the property that may affect tax valuation
Appeal Preparation
Gather evidence to support an appeal, if necessary
Understand the local rules and procedures for filing an appeal
Prepare a cogent argument for why the assessment is incorrect
