SurTax LLC is your vigilant sentinel against unwarranted property tax charges. Specializing exclusively in non-ad valorem assessments, we scrutinize every direct, special, and voter-approved fee using real-time market insights and comprehensive historical data.
We ensure each line item is justified and current. When errors are found—such as fees based on outdated usage or misapplied statutory limits—we secure refunds and correct future billing. Our performance-based model means you pay nothing upfront; our fee is earned only when we deliver tangible savings.
We meticulously review each non-ad valorem charge on your tax bill, flagging anomalies with data-driven evidence to ensure you pay only for valid services.
When discrepancies are identified, we manage the complete appeals process—from documentation to negotiations—to secure refunds and adjust future charges.
Local fees and levies can change. We offer ongoing monitoring to catch new or expired assessments, ensuring your expenses remain optimized year after year.
Whether you manage a multi-property portfolio or a unique facility, our contextualized analyses deliver actionable insights specific to your situation.
Our proprietary data platform fuses historical records with continuous updates to track trends in overcharges and refunds.
Ensure portfolio-wide consistency and verifiable accuracy in property charges to protect your fund’s returns.
Reclaim capital lost to unwarranted fees and achieve predictable expense management.
Differentiate your service by providing clients with transparent, data-driven assurance on every property’s tax bill.
Integrate accurate charge data into your forecasts and budgeting, ensuring stability in net operating income (NOI).
We focus on all non-ad valorem fees—direct assessments, special assessments, and voter-approved levies that are not based on your property’s market value.
These are line items added to your tax bill to cover specific services (like lighting, landscaping, or flood control), as authorized by local laws or voter measures.
For efficiency. Bundling these fees with your property tax bill ensures high payment compliance and reliable funding for local services.
We compile data-backed evidence to file formal appeals with the relevant agencies, secure corrections, and recover overpaid amounts—all while keeping you informed.
You pay nothing upfront. We only earn a fee when we deliver measurable savings or refunds, aligning our success directly with yours.
Timelines vary by case and agency. Many refunds are processed within the same fiscal year, and we provide estimated timelines after our initial analysis.
No. Our performance-based model means fees apply only after we secure tangible benefits for you.
Absolutely. Our adaptable methods work for everything from large multi-use portfolios to specialized facilities, ensuring precise audits in every scenario.