Legacy Tax & Resolution Services

Legacy Tax & Resolution Services has built an outstanding reputation over the past decade as San Francisco's most trusted property tax consulting firm. Our team combines certified public accounting expertise with specialized knowledge of California's property assessment system to deliver comprehensive tax reduction services to property owners throughout the Bay Area. With a perfect 5.0 rating and extensive experience across all property types, we've saved our clients over $50 million in cumulative property tax reductions. Our integrated approach combines accounting precision with strategic tax planning to ensure our clients achieve both immediate savings and long-term tax optimization.

Our comprehensive property tax services encompass the full spectrum of assessment challenges and tax reduction strategies. We begin with detailed property assessments and market analysis to identify overvaluations, then prepare and file formal appeals with local assessment review boards throughout the region. Our team provides expert representation at hearings and maintains ongoing relationships with assessment offices to ensure favorable outcomes. Beyond appeals, we offer proactive assessment monitoring, property tax planning for new acquisitions, and specialized services for complex properties including rent-controlled buildings, historic properties, and environmentally impacted sites. Our accounting background provides unique advantages in commercial property appeals where income approach valuations require detailed financial analysis and expense verification. We also provide ongoing compliance services to ensure clients maintain proper documentation for future appeals.

Our proven methodology begins with a comprehensive property and financial analysis to identify all potential grounds for assessment reduction. We review assessment history, analyze market data, and conduct detailed property inspections to build strong factual foundations for appeals. Our preparation phase includes thorough documentation of property conditions, market analysis, and financial performance for income properties. We then file appeals with appropriate jurisdictions and provide skilled representation at all hearings. Throughout the process, we maintain detailed records and provide regular updates, ensuring clients are fully informed about case progress and outcomes.

We serve property owners throughout the greater San Francisco Bay Area including San Francisco, San Mateo, Marin, and Alameda Counties. Our established relationships with assessment offices throughout the region ensure effective representation regardless of property location. We're particularly active in San Francisco's diverse neighborhoods where our local market knowledge provides competitive advantages.