Instructions for Completing the Property Tax Intake Form

The more detail you can provide, the more effectively we can assist you. All information you share is kept confidential and will never be made public or used for marketing purposes.

1. Provide Your Contact Information

Enter your full legal name, phone number, email address, and mailing address.
If you are completing this form on behalf of a business or another person, indicate your relationship and include your own contact details as well.

2. Identify the Property

Provide the property address exactly as it appears on tax records.
Include the county where the property is located.
If available, list the Account Number, Parcel ID, or Property ID from the appraisal district.

3. Describe the Type of Property

Select whether the property is residential, commercial, land, or other.
If commercial, briefly describe the use (e.g., retail, office, industrial, multifamily).

4. Explain the Issue or Reason for Assistance

Tell us what prompted you to seek help. Examples include:

Notice of increased value
Omitted property account
Incorrect ownership
Exemption denied or removed
Errors in square footage, condition, or classification
Delinquent taxes or payment concerns

Provide a short description of what you believe is wrong or what outcome you are seeking.

5. Upload Supporting Documents (If Available)

Attach any documents that help us understand your situation, such as:

Appraisal notices
Tax bills
Prior year valuations
Photos of the property condition
Closing documents or deeds
Lease information (for commercial properties)

If you don’t have documents handy, you can still submit the form.

6. Tell Us About Deadlines

If you received a notice with a deadline (e.g., protest deadline, correction deadline), enter the date shown on the notice.

7. Authorization to Represent You

Sign and date the authorization section so the firm can communicate with the appraisal district on your behalf.
If the property is owned by an entity, include your title (e.g., Manager, President, Trustee).

8. Submit the Form

Review your answers for accuracy.
Click Submit.
Our team will contact you if additional information is needed.

Contact information: For clients seeking assistance with property tax disputes.

Prefix

First name *

Middle name

Last name *

Emails

Email Address *

Type

Upon submission, a copy of this form will be sent to the primary email.

Add email

Addresses

Street address

Country

City

State/Region

Zip/Postal code

Address type

Add address

Phone numbers

Phone number

Type

Add phone number

Instructions for Completing the Property Tax Intake Form

1. Provide Your Contact Information

2. Identify the Property

3. Describe the Type of Property

5. Upload Supporting Documents (If Available)

6. Tell Us About Deadlines

7. Authorization to Represent You

8. Submit the Form

Property Type

Reason for Appeal

Have You Filed an Appeal Before?

Current Assessed Value

Contact information: For clients seeking assistance with property tax disputes.