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Exemption Filing Basics

Joy Wilson

Created on February 14, 2024

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Transcript

Service Areas

Pricing

All Texas CountiesEven those we do not accept appeals in

25% Contingency Rate

Texas

Status Updates

Customer Benefit

$100,000 deduction applied to ISD taxes and a 10% cap on assessed value growth after 2 years of residency.

Exemption Name

CAD processes the exemptions within 60-90 days. The tax office processes refunds 30-90 days after CAD status is updated.

General Residence Homestead

Eligibility

Primary Residence, Texas Citizen

Deadline

April 30th

General requirements/upload requested

Eligible for retro savings?

Can go back two years from the present year as long as the move in date is before those two years

A valid Texas Driver's License, Texas State Identification Card, or Texas Temporary License with the property address listed.Previous Residence Info and Proof of Residency (Utility Bills) are required for some counties.

+ Info

Service Areas

Pricing

All California CountiesEven those we do not accept appeals in

35% Contingency Rate

California

Status Updates

Customer Benefit

Exemption Name

Assessed Value reduction of $7,000 (maximum amount)

Estimated 6-12 month processing time. Some assessors' sites will show status visible -varies.

Homeowners’ Exemption

Eligibility

Primary Residence, not income restricted. Seniors & Disabled Veterans must file through separate forms. Contact local assessor for instructions

Deadline

General requirements/upload requested

Feb 15th to receive 100% Feb 16th - Dec 10th to receive 80%Some Counties may vary

Name, SSN (both owners + spouses), Purchase Date, Signature

Eligible for retro savings?

Not Available

Service Areas

Pricing

All New York CountiesEven those we do not accept appeals in

35% Contingency Rate

New York

Status Updates

Customer Benefit

Exemption Name

$300 - $ 700 annual state benefit check/deposit for NY homeowners which can also be used to pay property taxes.

Check arrives in the mail a few months after the filing (depends on region)

STAR Credit “School Tax Relief Program”

Eligibility

primary residence and combined income of owner + spouse is $500k or less. There are no benefits available for those exceeding $500k.

Deadline

General requirements/upload requested

Feb 15th to receive 100% Feb 16th - Dec 10th to receive 80%Some Counties may vary

Name, SSN (both owners + spouses), Purchase Date, Mailing address for benefit checks, Tax Return income amount, Signature.

Eligible for retro savings?

Eligible for the last 3 years

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Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!

Got an idea?

Use this space to add awesome interactivity. Include text, images, videos, tables, PDFs... even interactive questions! Premium tip: Get information on how your audience interacts with your creation:

  • Visit the Analytics settings;
  • Activate user tracking;
  • Let the communication flow!