SurTaxLLC

SurTax Insights

Analysis and commentary on non-ad valorem property taxes, assessment trends, and recovery strategies for commercial real estate in Los Angeles & Orange County.

Introduction to Non-Ad Valorem Assessments

Understand the crucial difference between value-based taxes and service-based direct assessments, and why it matters for your bottom line.

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The Hidden Costs in Direct Assessments

Discover common errors, outdated data, and misclassifications in direct assessments that silently inflate your property tax bill.

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Trends in Refunds and Overcharges

Explore historical data revealing which property types and specific assessments are most prone to overcharges in LA & OC.

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Case Study Breakdown

A detailed look at how specific overcharges were identified and corrected, leading to substantial refunds.

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Maximize Refunds Without Raising Red Flags

Strategies for effectively pursuing refunds without triggering unwanted attention on assessed value.

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Beyond Refunds: Proactive Assessment Management

Learn about ongoing monitoring and strategies to ensure future direct assessments remain accurate.

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White Paper: Comprehensive Analysis

An in-depth consolidation of all insights, providing a complete guide to navigating non-ad valorem assessments.

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