Expert Tax Research
A comprehensive review of the local MLS and Summit County's property tax records is conducted to identify over-assessed properties. Property owners who meet specific criteria are then contacted, ensuring that outreach is only made to those with a high likelihood of success.
This expertise guarantees accurate evaluations, significantly increasing the chances of a successful appeal.
Background
Personal and Professional Background
My wife and I made the decision to move to Summit County in 1990.
For over three decades, I’ve dedicated my career to understanding and shaping the local real estate landscape. As a Realtor for 34 years and a General Contractor for 30, I've accumulated years of hands-on experience in this unique market. This deep, practical experience has given me an unparalleled understanding of Summit County land values and property worth – knowledge that is crucial in today's market.
How My Journey in Property Tax Appeals Began
My foray into property tax appeals wasn't planned, but born out of necessity and a challenging market. It began in 2011 while I was developing a 7-lot subdivision in Sandy, Utah. Just as infrastructure was complete, the real estate market took a severe downturn, mirroring the national crisis. For four difficult years, we were forced to sell homes at cost, sometimes even at a loss. With only my wife's income supporting us, I desperately needed to find a new way forward.
During this period, I noticed something critical yet often overlooked: property values had plummeted, but the county assessor's values hadn't kept pace. To ease our financial strain, I decided to challenge our own property's assessment. I dove deep into the process, gathered my evidence, and successfully appealed the value. This personal victory sparked a realization – if I could do this for myself, I could help others facing similar unfair assessments.
Fueled by this insight, I hired a lawyer to refine the process, meticulously researched county tax records, and proactively reached out to property owners whose situations met my criteria for a strong appeal. In my very first year, I filed 26 appeals and won 25. Over the next three years, I filed over 180 appeals, achieving a 97% success rate. This high rate wasn't luck; it was the result of focusing exclusively on properties where substantial evidence clearly supported a value reduction.
Recent Return to Tax Appeals
By 2015, as the market began to recover, the number of properties eligible for appeal diminished. With my construction business thriving, I decided to pause my appeal consulting services. Fast forward to today, I have enjoyed a fulfilling 35-year career in construction, with the last 10 years dedicated to my own projects—acquiring land, designing, building, and selling spec homes. I officially retired from the construction industry in 2021.
However, in 2024, I recognized a familiar shift in the market dynamics that once again created a significant opportunity for property tax appeals. Seeking an engaging project where I could leverage my unique expertise, I was inspired to relaunch my Property Tax Appeal Consulting business. The need is real, and my skills are sharper than ever. In 2024, I submitted 68 appeals and successfully won 66, demonstrating my continued ability to achieve results for property owners. I'm excited to bring this proven success back to the community.
As we move into 2025, my research has identified over 500 properties with significant potential for a successful appeal. Receiving this letter confirms your property is within this select group, signaling a timely opportunity for you to act