Reserve Tax AI
Pricing

Aligned on outcomes.

Most mid-market commercial real estate portfolios overpay $300,000–$1,000,000+ in property tax every year. Reserve finds it, files for it, and recovers it. Annual SaaS subscription covers continuous monitoring, the AI engine, and full execution through hearing. A 15% performance fee applies to appeals that win - less than half what traditional firms charge (industry average: 25–35%).

Subscription
Annual SaaS.

Billed monthly on an annual contract. Tier determines parcel limit, automation level, and reporting depth. Continuous monitoring across every parcel, every assessment cycle, every jurisdiction.

Performance fee
15% on wins.

When an appeal wins, you owe 15% of first-year tax savings - once. If the appeal doesn’t win, you owe nothing. Industry standard is 25–35%; we’re materially lower because the platform does the heavy lifting.

Access
By invitation.

Reserve is institutional infrastructure, not self-serve software. Every new account starts with a 20-minute conversation to confirm portfolio fit and onboarding scope. Request access below.

Starter
Reserve Intelligence
$500 / mo
$6,000/yr · billed monthly · annual contract
↑ Potential recovery
$30,000–$75,000/ year
Parcels up to 25
+ 15% on appeal wins (industry: 25-35%)
  • Continuous portfolio monitoring
  • Auto-flag dashboard
  • Document repository
  • Email + chat support
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Most common
Growth
Reserve Intelligence Pro
$6,250 / mo
$75,000/yr · billed monthly · annual contract
↑ Potential recovery
$300,000–$750,000/ year
Parcels up to 200
+ 15% on appeal wins (industry: 25-35%)
  • Everything in Starter
  • Multi-jurisdiction hearing tracker
  • Dedicated client lead
  • Priority diagnostic queue
  • Access to all 8 institutional reports
  • Reserve Index access (your states + 1 of choice)
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Maximum automation
Scale
Reserve Autopilot
$12,500 / mo
$150,000/yr · billed monthly · annual contract
↑ Potential recovery
$1,000,000–$2,500,000/ year
Parcels up to 500 + full autopilot
+ 15% on appeal wins (industry: 25-35%)
  • Everything in Growth
  • Rule-based auto-filing across every jurisdiction
  • Auto-scheduled hearing prep + materials packets
  • Quarterly portfolio strategy review with senior consultant
  • Cross-fund / multi-entity aggregation + rollup reporting
  • Reserve Index access (10 deep-coverage states)
  • Scheduled executive reporting (board-ready PDFs)
  • Dedicated senior RTG consultant + SLA on response time
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Enterprise
Reserve Index + Custom
Custom
Quoted on engagement · billed monthly · annual contract
↑ Potential recovery
$2,500,000+/ year
Parcels 500+ + bulk data, SLA
+ 15% on appeal wins (industry: 25-35%)
  • Everything in Scale
  • Reserve Index data API
  • Bulk dataset delivery
  • Enterprise security controls, SSO & audit logs
  • 99.9% SLA · dedicated infra
  • Priority report turnaround + custom briefs
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Half the contingency. Same execution.
Appeals are filed and represented by Reserve Tax Group, our licensed property tax appeal firm. Senior counsel in the loop. 15% performance fee on wins instead of industry-standard 25–35% - because the platform does the work other firms charge for.
How you actually pay

Two charges. Half what others charge.

Every plan combines an annual SaaS subscription with a 15% performance fee on appeal wins. Industry-standard contingency is 25–35%; ours is materially lower because the platform does the work. Here’s exactly what hits your card - and when.

01

Subscription, billed monthly.

Your tier’s monthly rate ($500, $6,250, $12,500, or custom) is charged on the same day each month for the duration of an annual contract. That funds continuous AVM monitoring, your dashboard, every report at your tier, and the appeal labor itself - drafting, filing, hearing prep, and representation.

02

Performance fee, only on wins.

When an appeal wins a reduction, we invoice 15% of the first-year tax savings - once. If the appeal doesn’t win, you owe zero. Half the industry rate. No hourly fees, no flat retainers, no research fees, no per-parcel charges.

03

Annual contract, automatic renewal.

The annual term renews automatically unless canceled before period end. Customers who outgrow a tier mid-cycle move up with prorated billing. Customers who downsize move down at renewal. No long-term lock-in beyond the contract year you sign.

Pricing questions

What we get asked most.

Why 15% instead of industry-standard 25-35%?
Traditional property tax appeal firms run on human labor: senior consultants research each parcel manually, draft each narrative from scratch, and chase down comps individually. That labor is what 25-35% contingency pays for. Reserve’s platform automates the diagnostic and narrative work, so the appeal team spends their time on what actually moves the case forward - hearings, negotiation, and the highest-value parcels. The subscription covers the platform; the 15% performance fee covers the appeal labor that wins.
What property types do you handle?
Multifamily, industrial, retail, office, mixed-use, and hospitality are core. Self-storage, medical office, special-use commercial (data centers, marinas, healthcare facilities), and high-end residential are handled on request. If your asset generates income and pays property tax, we can audit it.
How does billing work? Monthly or annual?
All tiers run on annual contracts billed monthly. Your tier’s monthly rate ($500, $6,250, $12,500, or custom) is charged on the same day each month for 12 months. Annual term renews automatically unless canceled before period end. The 15% performance fee on won appeals is invoiced separately as wins are realized, typically 30-60 days after the reduction is finalized.
What states do you cover?
All 50 states for diagnostic and analytical features. Deep deadline tracking, jurisdictional rules, and county-specific appeal procedures are fully built out for the top 10 commercial real estate states (CA, NY, TX, FL, NJ, IL, PA, OH, MA, GA) at launch, with additional state coverage rolling out continuously.
What happens if my portfolio grows past my tier limit?
If you’re on Starter (25 parcels) and you grow to 30, we’ll work with you to upgrade to Pro mid-cycle with prorated billing. We won’t drop coverage on parcels you’ve added. Same applies between Pro and Scale.
Can I commission a one-time engagement without a subscription?
For single appeals or one-off reports (a Pre-Acquisition Tax Diligence, a Disposition Tax Position Memo), Reserve Tax Group offers per-engagement pricing without an annual subscription. Email info@reservetax.ai with the specifics and we’ll quote it.
Who signs the appeals?
All appeals are filed and represented by Reserve Tax Group, our licensed property tax appeal firm. Reports are reviewed and signed by credentialed property tax consultants licensed in the relevant jurisdiction.

Ready to see your exposure?

Reserve your spot for launch, or claim our Reserved rate: 30% off, white-glove onboarding, and locked-in pricing through 2027. By invitation, every account starts with a 20-minute conversation to confirm portfolio fit.

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