Lloyd & Hogan

Lloyd & Hogan is a Birmingham law firm handling tax law alongside personal injury and family law matters. The tax practice focuses on helping property owners in Jefferson and Shelby counties challenge assessments that don't reflect what their property is actually worth. The firm brings a litigation mindset to tax appeals, which matters when a case needs to go beyond the informal review stage. The firm works with a range of clients, from individual homeowners in Birmingham's residential neighborhoods to small commercial property owners dealing with post-renovation reassessments. Because the attorneys also handle contested legal matters in other practice areas, they're comfortable navigating adversarial processes and know how to present evidence persuasively. If your appeal requires pushing back hard against the assessor's position, that experience translates directly to the property tax context.

Lloyd & Hogan handles all phases of the property tax appeal process in Alabama. That includes reviewing your assessment notice, pulling comparable sales and market data, preparing and filing the formal protest, negotiating with the county assessor's office during any informal review period, and representing clients at Board of Equalization hearings. If a case needs to go to the Alabama Tax Tribunal, the firm has the litigation background to handle that stage. The tax practice also covers income tax matters and IRS disputes, which occasionally intersect with property ownership questions, particularly for business clients and landlords who own appreciated real estate. The firm can help identify when an inflated property assessment is also creating downstream problems for income tax purposes, such as inflated basis calculations or depreciation issues for rental properties. Estate planning services include reviewing how property held in different ownership structures is treated for assessment purposes upon transfer. Clients dealing with inherited property that was recently reassessed will find the combined estate and tax practice useful for sorting out what happened and whether it can be challenged.

When you first contact the firm, someone reviews your assessment notice and any property information you can share to give you an honest read on whether an appeal makes sense. If there's a viable case, you'll get a clear explanation of the process, the likely timeline, and what the firm will charge. From there, the firm gathers evidence and files the protest within the required window. The assessor's office gets an opportunity to respond, and most cases involve at least one round of back-and-forth before a hearing is scheduled. At the hearing, the firm presents your evidence and responds to the assessor's position. If the Board of Equalization ruling isn't satisfactory, the firm can advise on whether the Alabama Tax Tribunal is a realistic next step. Throughout the process, you receive updates at each significant stage rather than being left to wonder what's happening with your case.

Lloyd & Hogan serves property owners throughout Jefferson County, including Birmingham, Hoover, Homewood, Mountain Brook, Irondale, Trussville, and Gardendale. The firm also takes cases in Shelby County and Walker County. Given the firm's litigation capability, it's particularly well-positioned to help clients whose cases have moved past the informal appeal stage and need formal representation before the Board of Equalization or Tax Tribunal.