Reserve Tax AI
Who it’s for

Built for owners of income-producing property.

Multifamily, industrial, retail, office, mixed-use, hospitality. If it generates income and pays property tax, Reserve audits it. Whether you own one building or one thousand, you get the same AI engine, the same evidence packages, and the same licensed counsel filing on your behalf.

Multifamily Industrial Retail Office Mixed-use Hospitality Self-storage Medical office
Six profiles, one platform

From institutional funds to a single building.

50+ properties

PE & REITs

Underwrite property tax at the parcel level across the fund. Show LPs a defensible audit trail. Recover the basis points your model assumed and missed across multifamily, industrial, retail, and mixed-use.

  • Fund-wide AVM scans across every jurisdiction you hold in
  • LP-ready reporting with signed, parcel-level documentation
  • Pre-acquisition diligence reports before your LOI window closes
10-50 properties

Operators & sponsors

Cut the #1 controllable opex line without growing your tax team. Reserve handles the workflow across every parcel; your CFO sees a single dashboard with reductions in real time.

  • One dashboard for every deadline, hearing, and filing receipt
  • NOI impact quantified per parcel, before you commit to appeal
  • Zero added headcount; counsel and evidence come with the platform
Long holds

Family offices

Replace a stack of consultants and accountants with one signed report per parcel. No retainer, no roster of vendors, just one engagement that pays for itself across multi-generational commercial holdings.

  • Continuous monitoring on legacy assets held for decades
  • One vendor relationship instead of a consultant per county
  • Documentation your accountants and estate counsel can rely on
2-10 properties

Small portfolios

Stop paying a consultant a flat retainer to file the same boilerplate appeals. One spreadsheet in. We surface every dollar of over-assessment and file the appeals end-to-end.

  • Upload one spreadsheet; every parcel is scanned in minutes
  • No retainers; the performance fee only applies to wins
  • Evidence packages that match what institutional owners get
1 property

Single-property owners

You bought one building and the tax bill creeps up every year. Reserve levels the playing field with the same AI, the same counsel, and no minimums. We only get paid when we lower your bill.

  • No portfolio minimums; one parcel is a real account
  • Plain-English updates at every step, from flag to hearing
  • Nothing owed on appeals that don’t win
Client services

Brokers & advisors

Bring quantified tax savings into every listing pitch and asset review. Co-signed diagnostics and Reserve-filed appeals strengthen your platform with no added headcount.

  • Savings estimates that sharpen listing pitches and BOVs
  • Co-branded diagnostics your clients keep, with your name on them
  • Reserve handles the filings; you keep the relationship
On request

Special-use property & high-end residential.

Healthcare facilities, marinas, data centers, agricultural land, trophy single-family residences, and other non-standard assets are handled on a per-engagement basis with custom modeling and senior consultant sign-off.

Talk to us
How the engagement works

One model, aligned on outcomes.

Every profile above runs on the same structure: an annual subscription that keeps the AI engine watching every parcel, and a performance fee owed only when an appeal actually wins. No retainers, no hourly billing, no surprise invoices.

See full pricing
The subscription
Annual contract billed monthly. Continuous AVM monitoring on every parcel, every cycle, every jurisdiction.
The performance fee
15% on appeal wins, filed by Reserve Tax Group (licensed counsel). Half the industry rate of 25 to 35%. Zero owed on appeals that don’t win.
Access
By invitation. Every new account starts with a 20-minute conversation to confirm portfolio fit and onboarding scope before any commitment.
Fit check

Reserve is a fit if...

You own or manage income-producing commercial property in the U.S., anywhere from one parcel to a national portfolio.

Property tax is a meaningful line item and you suspect at least some of your parcels are assessed above true market value.

You want appeals filed by licensed counsel, not a DIY tool that hands you a form and wishes you luck at the hearing.

You prefer paying for outcomes: a transparent subscription plus a 15% fee on wins, instead of 25-35% contingency or open-ended retainers.

See where you fit.

Every account starts with a 20-minute conversation to confirm portfolio fit and onboarding scope. No commitment, no pressure, just a straight answer on whether your parcels are worth appealing.