McInerney & Dillon

McInerney & Dillon has served Oakland and East Bay property owners for over three decades, building a reputation for exceptional results in property tax appeals and comprehensive real estate legal services. Our integrated approach combines property tax expertise with estate planning and real estate law, ensuring your property tax strategy aligns with your broader financial and legacy planning objectives. Our team's deep roots in the Oakland community give us unique insights into local market conditions, assessment practices, and the factors that influence property values throughout Alameda County. We understand that property taxes significantly impact both current cash flow and long-term wealth building, and we're committed to helping you optimize both through strategic tax planning and effective appeals when necessary.

Our comprehensive property tax practice integrates seamlessly with our estate planning and real estate legal services to provide holistic solutions for property owners. We conduct thorough property assessments using multiple valuation methodologies, with particular expertise in Oakland's diverse property types from Victorian homes to modern commercial developments. Our services include traditional assessment appeals, Proposition 13 base year value transfers, new construction assessments, and ongoing tax planning for property portfolios. We provide specialized assistance with inherited properties, trust-owned real estate, and properties involved in estate planning strategies. Additionally, we handle assessment challenges related to property improvements, changes in use, and special circumstances like earthquake damage or environmental issues. Our estate planning integration allows us to structure ownership and transfers to minimize long-term property tax impacts while achieving your wealth preservation and succession goals.

Our process begins with a comprehensive consultation examining both your immediate property tax situation and longer-term planning objectives. We conduct detailed property evaluations, market analysis, and legal review of ownership structures to identify all potential opportunities for tax reduction. We prepare meticulously documented appeals with supporting evidence and legal analysis, then represent you throughout the appeals process while coordinating with any related estate planning or real estate matters. Our integrated approach ensures all aspects of your property and financial planning work together effectively to achieve your goals.

We primarily serve Oakland, Berkeley, and surrounding East Bay communities, with extensive experience throughout Alameda and Contra Costa counties. Our deep knowledge of local assessment practices, market conditions, and community characteristics gives us significant advantages in preparing successful appeals for East Bay properties.