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Partner with SurTax: Add Specialized Value, Differentiate Your Service

Empower your commercial real estate clients. Our expert analysis identifies potential overcharges in complex non-ad valorem / direct assessments, enhancing NOI with zero risk or upfront cost.

Benefits for Brokers & Advisors

Enhance Client NOI

Directly impact your client's bottom line by identifying potential OpEx reductions from correcting errors in sanitation, sewer, and other direct assessments.

Differentiate Your Offering

Provide unique expertise in the complex, often confusing niche of non-ad valorem taxes, setting your advisory services apart.

Strengthen Relationships

Deliver tangible financial insights on overlooked cost areas with zero risk to your client, building significant trust and loyalty.

Risk-Free Client Analysis

Our contingency-based model means your clients pay absolutely nothing for our analysis unless identified overcharges lead to secured refunds.

Minimal Client Effort

We handle the complex data analysis and provide clear findings, requiring only basic documentation and authorization from the client.

Simple Referral Process

Easily refer clients or specific properties for a no-obligation preliminary analysis through our streamlined partnership program.

How Our Partnership Works

  1. Referral & Introduction: Introduce SurTax or provide property details (APN/Address) for a preliminary eligibility check against our NAV database.
  2. No-Obligation Analysis: We perform an initial analysis using our proprietary data to identify potential NAV recovery opportunities – free of charge.
  3. Client Engagement (Optional): If potential savings are indicated, we (or you) present the findings and our risk-free contingency agreement for a detailed audit.
  4. In-Depth Audit & Findings: Upon authorization, SurTax conducts the detailed non-ad valorem assessment audit and provides substantiated findings.
  5. Client Action & Results: The client uses our findings to pursue claims. We verify refund outcomes and invoice our success-based fee only after recovery.

Ready to Add Specialized Tax Insight for Your Clients?

Let's discuss how a SurTax partnership can benefit your business and clients through expert non-ad valorem assessment analysis. Contact us today.

Become a Partner