Maximize Returns by Minimizing Property Taxes
At DePasquale, Kelley & Company, we reduce property tax liability at every stage—acquisition, annual assessment, new construction, and through direct assessment audits—delivering measurable, permanent savings for clients across industries and across the country.
Cross-Industry Expertise
We work with clients in hospitality, healthcare, multifamily, retail, industrial, and more—adapting our approach to each asset’s unique valuation challenges and market conditions.
Acquisition Strategy
In California, many buyers mistakenly assume the purchase price becomes the new taxable basis under Proposition 13. Our team performs a full reconciliation to determine the true unencumbered fee value and isolate non-taxable components such as enterprise or service income. The result? An average 20% reduction in assessed value—and permanent savings that directly enhance ROI.
Annual Assessment Management
Outside California, reappraisal rules and cycles vary by jurisdiction. We conduct valuation analyses tailored to local standards, helping clients forecast taxes accurately, reduce non-reimbursable expenses, and determine when to pursue appeals. Our team is positioned nationwide to initiate protests and protect property value.
New Construction Forecasting
New development often triggers unexpected tax increases. We forecast and minimize tax liability by anticipating the valuation methods—Income, Market, or Cost—used by local jurisdictions. In California, for example, we emphasize income-based approaches over cost to avoid inflated assessments. Our experts engage directly with assessing agencies and protest as needed.
Direct Assessment & Non-Ad Valorem Audits
We perform in-depth audits of direct assessments—often buried in tax bills—such as special district charges, parcel taxes, and voter-approved fees. Our specialists identify overcharges, improper levies, and non-applicable fees, securing significant refunds or ongoing reductions in non-ad valorem liabilities.
Whether your portfolio includes a single property or a collection of properties nationwide, DePasquale, Kelley & Company delivers precise, strategic tax solutions that increase clarity, reduce liability, and maximize return.
Let’s talk. Contact us today for a customized property tax review.