Law Offices of Robert L Goldstein

Property Tax Consultant in San Francisco, California

4.4(66 reviews)
(888) 829-3948100 Bush St, Ste 501, San Francisco, CA 94104View on Yelp
Law Offices of Robert L Goldstein - property tax consultant in San Francisco, CA

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About Law Offices of Robert L Goldstein

The Law Offices of Robert L. Goldstein has served San Francisco property owners for years, focusing on tax law matters including property assessment appeals and related disputes. Robert Goldstein brings a straightforward, client-centered approach to what can feel like a complicated and bureaucratic process. The office works primarily with individual property owners and small business owners who want knowledgeable representation without the overhead of a large firm. Goldstein's practice covers California property tax law with an emphasis on residential appeals in San Francisco and surrounding counties. His clients tend to be people who've received an unexpected tax bill, dealt with a reassessment after buying or inheriting property, or simply believe their home is taxed above its actual market value. The office handles cases from start to finish, including the paperwork, deadlines, and hearing appearances that many property owners find difficult to navigate on their own.

Services

Tax Law

How They Can Help

The core service is property assessment appeal representation. This covers gathering and organizing evidence, preparing the formal appeal filing, and representing clients at hearings before the county assessment appeals board. Goldstein reviews comparable sales data, assessor records, and any prior appeal history for your property before advising whether an appeal is worth pursuing. Beyond appeals, the firm advises on change-in-ownership exclusions under Proposition 19, helping families who've transferred property understand whether they qualify to retain a lower base year value. For clients who inherited property and didn't realize a reassessment had occurred, the office can assess whether there are grounds for a late exclusion claim. The firm also handles Proposition 8 filings for clients whose current market value has dipped below their assessed value, a common situation after significant market corrections. For small business owners, Goldstein reviews commercial property assessments and advises on appeal strategy, though complex commercial cases involving large income-producing properties may be referred to specialists. Every engagement starts with an honest assessment of the likely outcome and the realistic tax savings involved.

What to Expect

When you contact the office, the first step is a review of your property tax bill and your current assessed value. Goldstein will ask for recent comparable sales if you have them, and will pull additional data to form a preliminary view on whether your assessment looks defensible. This initial review is done before any fees are discussed. If the case looks promising, the firm handles the formal appeal filing with the county clerk. In San Francisco, this means meeting strict deadlines and submitting a complete package of supporting evidence. Once filed, Goldstein monitors the scheduling queue and prepares a written presentation of your case. Hearings involve presenting comparable sales, addressing the assessor's methodology, and answering board questions. After the hearing, the board typically issues a decision within a few weeks. If successful, your assessment is adjusted and refunds are issued for the period covered by the appeal. Goldstein explains each step as it happens so clients always know where their case stands.

Service Area

The office primarily serves clients in San Francisco County, Marin County, and San Mateo County. Cases in Alameda and Contra Costa counties are handled selectively depending on complexity and the size of the potential tax reduction. Clients with properties outside the Bay Area can reach out to discuss whether the firm can assist or provide a referral to a local practitioner.

Frequently Asked Questions

What's the difference between a formal appeal and an informal review?
An informal review is a request to the assessor's office to reconsider your value without going through the full appeals board process. It's faster but offers fewer rights. A formal appeal goes before an independent board and gives you the right to present evidence and cross-examine the assessor's evidence.
How much can I realistically save by appealing?
It depends on how far off your assessment is from market value. In San Francisco, a 10% reduction on a $1.5 million assessed value saves roughly $1,800 per year. Goldstein will give you a realistic estimate of what's achievable before you commit to anything.
Can I appeal every year?
You can file a new appeal each year during the filing window. Some property owners file annually if their assessed value remains above market. That said, a successful appeal sets a new base year value, which compounds into savings over time under Prop 13.
What evidence does an appeals board look at?
Boards primarily consider comparable sales, meaning actual sale prices of similar properties sold near your assessment date. They'll also consider your purchase price if you bought recently, and in some cases appraisals or assessor methodology errors.
How did Proposition 19 change inherited property tax rules?
Before Proposition 19, children could inherit any property and keep the parent's lower assessed value. Now, only a primary residence qualifies for the exclusion, and only if the child moves in and uses it as their primary home. Inherited rentals and vacation homes are now reassessed to current market value.
What is a supplemental assessment and can it be appealed?
A supplemental assessment is an additional bill issued when a property changes ownership or new construction is completed. It covers the period between the event and the next annual roll. You can appeal it, but the deadline is 60 days from the date on the notice.
Do I need to attend the hearing myself?
If you're represented by the firm, Goldstein handles the hearing. You're not required to appear, though some clients prefer to attend. He'll let you know in advance what to expect and whether your presence would be helpful.
What if my appeal is denied?
You can appeal a board decision to the California Court of Appeal, though this is typically only cost-effective for large commercial properties. For most residential cases, the board's decision is final, but you can file a new appeal in the next filing window if market conditions support it.

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