Leading Tax Group

Property Tax Consultant in Pasadena, California

5(49 reviews)
(626) 684-4466251 S Lake Ave, Ste 800, Pasadena, CA 91101View on Yelp
Leading Tax Group - property tax consultant in Pasadena, CA

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About Leading Tax Group

Leading Tax Group has built a reputation in the San Gabriel Valley for straightforward, results-focused property tax representation. Based in Pasadena, the firm serves homeowners and commercial property owners who want a knowledgeable advocate when dealing with the Los Angeles County Assessor. Their team understands both the legal framework governing California property taxes and the practical realities of navigating the county's appeals process. The firm takes a selective approach to cases, which means they'll tell you honestly if your assessment looks fair rather than filing an appeal with weak odds. That honesty has earned them repeat business from clients who appreciate not being strung along. They also work with real estate attorneys and estate planners on Proposition 19 questions, making them a useful resource for families navigating ownership transfers.

Services

Tax Law

How They Can Help

Leading Tax Group's primary service is assessment appeal representation before the Los Angeles County Assessment Appeals Board. They handle the full lifecycle: evaluating your notice of assessed value, pulling comparable sales data, preparing the formal appeal application, managing the assessor's informal review process, and appearing at hearings when necessary. For commercial clients, they offer income-approach analysis for multi-family residential buildings, retail properties, and office spaces. This involves reconstructing the property's income and expense picture to support a value that's grounded in actual market rents and cap rates, not abstract comparisons. The firm also handles Proposition 13 base year disputes, which arise when a client believes a change of ownership was incorrectly identified by the assessor. Successfully challenging an erroneous reassessment in these cases can result in significant multi-year refunds. Additionally, Leading Tax Group advises on Proposition 19 parent-to-child and grandparent-to-grandchild exclusions, helping families understand what filings are required to preserve the base year value before a transfer occurs. They don't do income tax work, which keeps their focus sharp.

What to Expect

Leading Tax Group starts with a no-cost case review. You share your parcel number and they pull the assessor's records, look at recent comparable sales, and give you a candid assessment of whether an appeal is likely to succeed and by how much. If you move forward, the engagement agreement spells out the fee structure before any work begins. From there, the team handles the application, assembles the valuation evidence package, and submits everything before the county deadline. During the informal review phase, the firm negotiates directly with the assessor's office to seek a reduction without a formal hearing. This resolves a meaningful share of cases faster than waiting for a board date. If the informal review doesn't yield a satisfactory result, they proceed to the hearing with a prepared presentation. After the appeal concludes, Leading Tax Group provides a written summary of the outcome, including the new assessed value, the effective date of the reduction, and any refund you're owed for taxes already paid at the higher rate. They also flag the calendar for future review opportunities.

Service Area

Leading Tax Group serves clients throughout the San Gabriel Valley and greater Los Angeles County, with particular concentration in Pasadena, Arcadia, San Marino, Monrovia, Temple City, Alhambra, and the Foothill communities. They're familiar with local market conditions, neighborhood sales patterns, and the specific assessor districts that cover this part of the county. Clients with properties in other parts of Los Angeles County are also welcome.

Frequently Asked Questions

What does it mean if my assessment equals my purchase price?
California law generally requires the assessor to set your base year value at the purchase price when a change of ownership occurs. If market conditions were at a peak when you bought, you may have limited grounds for an appeal in that tax year. However, if the market dropped significantly after your purchase, future appeals may be possible under the decline-in-value provisions.
What is a Proposition 19 exclusion and why does it matter?
Proposition 19, which took effect in 2021, allows certain transfers between parents and children or grandparents and grandchildren to preserve the transferring owner's base year value. Without the proper filing, the property gets reassessed at full market value, which can dramatically increase the tax bill. Leading Tax Group can help families understand the eligibility requirements and file the exclusion claim.
What's the difference between a regular roll appeal and a supplemental assessment appeal?
A regular roll appeal challenges your annual assessed value, which is determined as of January 1 each year. A supplemental assessment is a separate notice triggered by a change of ownership or new construction completion, and it has its own 60-day appeal window. Both types can be appealed, but the deadlines and procedures differ.
How far back can I get a refund if my appeal succeeds?
The refund applies to taxes paid at the higher assessed value from the effective date of the appeal filing forward. If your appeal is based on an error in the assessor's records rather than a standard appeal, there may be additional back-year correction options depending on the circumstances.
Do I need to attend the hearing?
No. Leading Tax Group represents you at the hearing, and your physical presence isn't required. Many clients prefer to let the firm handle the entire process without attending any proceedings themselves.
How does the assessor determine property value?
The Los Angeles County Assessor uses comparable sales to estimate market value, along with physical inspection data including square footage, condition, and improvements. For income properties, they may also use rental income data. Errors in any of these inputs can result in an over-assessment.
What if my appeal is denied?
A denial from the Assessment Appeals Board can sometimes be challenged through the courts, though this is a more expensive process that's usually reserved for high-value commercial properties where the stakes justify it. For residential cases, a denial typically means waiting to revisit the issue in a future year.
Can I file my own appeal without a representative?
Yes, California's appeals process allows property owners to represent themselves. However, understanding how to select and present comparable sales, navigate the informal review phase, and present at a hearing effectively takes experience. A representative with local market knowledge often achieves better outcomes, particularly for complex or high-value properties.

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