Shannon & Snyder CPAs are the go-to experts for property tax matters in California.
Generally, ownership changes of more than 50% cause properties to be reassessed at market value as of the date of change of ownership. This often occurs when estate planning attorneys advise their clients to transfer properties to trust or family partnerships. Likewise, property transfers after a death are subject to reassessment.
The Santa Clara County Assessor frequently values reassessments aggressively high. That’s where we come in.
We get frequent referrals from attorneys who think their clients are better served if we handle appeals of these new values because we specialize in property tax appeals and normally charge a contingent fee.
Attorneys have told us that it just doesn’t make sense for them to charge their hourly rates in an area that is not their specialty and may not result in the desired outcome.
Because of our experience with hundreds of appeals, we are familiar with the County appraisers, property tax transfer units and Assessment Appeals Boards.
Acting as agent for property owners, we take over the entire process and aggressively advocate for fair valuations. Your clients are in great hands with Shannon & Snyder CPAs.
If you are a practicing attorney in California, I invite you to contact me directly to see if we are a good fit to help your firm offer your clients the highest level of property tax assistance and the best results.
Bill Snyder CPA
Shannon & Snyder CPAs