Audit-ready reports, on demand.
Signed reports your investment committee, lenders, LPs and auditors can rely on. Drafted by AI, signed by Reserve Tax Group, delivered in hours.
Pre-Acquisition Tax Diligence. Before you sign.
Property tax is one of the biggest swing factors in a commercial real estate pro forma, and it resets the day you close. Most buyers underwrite off last year’s number or the seller’s number, then find out the real figure months later when the reassessment lands.
Send us the property. We model the reassessment-on-sale, run a 5-year forecast plus comparable analysis, and quantify whether there is appeal upside, reviewed and signed by licensed counsel, back to you in under 24 hours, before your diligence window closes.
Mapped to the life of the asset.
Organized the way you own real estate: buying, owning and renovating, and selling, with a signed deliverable for every stage. Each is AI-drafted and signed by Reserve Tax Group, ready for an IC memo, a lender package or a year-end audit.
Pre-Acquisition Tax Diligence
For buyers underwriting before LOI. Project the post-acquisition tax expense before close: reassessment-on-sale modeling, 5-year forecast, comparable analysis, and quantified appeal upside. Signed by Reserve Tax Group.
Development / Value-Add Tax Projection
Models the reassessment triggered by ground-up construction, a major renovation or a store remodel. Projects post-completion tax basis, phases in assessment over the construction and lease-up timeline, and quantifies appeal grounds where the assessor outpaces stabilized value. Built for sponsors and operators before they commit capital.
Annual Portfolio Tax Forecast
Bottom-up tax expense forecast for every property, rolled up by property type, market, and reporting entity. Identifies reassessment risk and quantifies probable appeal savings. Board-ready summary deck included.
Refund Recovery & Bill Audit
A retrospective audit of the prior three tax years to surface overpayments, billing errors, missed exemptions, and unfiled appeals still eligible for refund or reduction.
Tax Reserve & Covenant Compliance Report
Documents the methodology behind balance-sheet tax reserves with comparable evidence and a quantified range of outcomes from pending appeals, and confirms where you stand on the property tax covenants in your mortgage and credit facilities: tax status, payment history, and open assessments. Built for auditors at fiscal close and for lenders.
Property Tax Incentive & Abatement Analysis
Screens a property or portfolio against available abatement and incentive programs (ICAP, 421-a / 485-x, PILOTs, and comparable programs in other jurisdictions) and quantifies the eligibility, the value, and the compliance obligations that keep the benefit in place. Identifies savings an appeal alone can’t reach.
Equalization & Uniformity Analysis
State-specific analysis supporting equalization or uniformity claims in Illinois, New Jersey, New York, Ohio, and other jurisdictions where these doctrines materially expand appeal grounds beyond standard over-assessment.
Disposition & Submarket Tax Brief
For sellers preparing to market. Formalizes the property’s current tax position, projects the post-sale assessment under buyer ownership, flags pending appeals that affect first-year expense, and benchmarks the submarket: effective tax rates, assessment growth, and appeal success rates. Built for the offering memorandum data room.
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