National Tax Advisory Services

National Tax Advisory Services is a Los Angeles-based firm offering property tax consulting alongside a broader suite of tax and financial advisory services. The firm works with both individual property owners and business clients on assessment reviews, tax reduction strategies, and appeals. Their approach combines financial analysis with an understanding of California's property tax rules under Proposition 13 and related statutes. It's worth noting that the firm has a mixed track record based on available client reviews, and prospective clients should ask specific questions about experience, case outcomes, and fee structures before engaging. Some clients have reported satisfaction with the firm's financial advising work, while others have had less positive experiences. Due diligence is especially important when choosing a tax advisor for matters that involve strict filing deadlines.

National Tax Advisory Services offers property tax consulting as part of a broader financial and tax advisory practice. On the property tax side, they assist clients with informal assessment reviews, preparation of appeal documentation, and representation before county assessment appeals boards. They also advise on property-related tax planning, including guidance on transfers that may qualify for reassessment exclusions under California law. Beyond property tax, the firm provides general tax services for individuals and businesses, including income tax preparation, tax planning, and representation in IRS matters. Their financial advising component addresses investment allocation, retirement planning, and business financial strategy. For property owners specifically, their services include analysis of assessed value versus market value, review of supplemental assessments after purchase or new construction, and portfolio-level reviews for clients with multiple properties. They work with residential homeowners, small commercial property owners, and investors with rental properties. The degree to which these services are delivered by licensed professionals versus unlicensed consultants varies, so clients should confirm credentials before proceeding with any engagement.

The process at National Tax Advisory Services starts with an initial consultation to review your property's assessed value and recent market conditions. If the firm identifies a viable basis for appeal, they'll propose an engagement covering preparation of the appeal application and supporting documentation. For Los Angeles County, the formal appeal is filed with the Assessment Appeals Board during the July 2 through November 30 window. The firm handles document preparation and submits the appeal on your behalf. Depending on the engagement, they may also represent you at the hearing or refer that component to outside counsel. Clients have noted that communication during the process can be inconsistent, so it's a good idea to establish upfront expectations for how often you'll receive updates and who your primary point of contact will be. Get all fee agreements in writing before the engagement begins.

National Tax Advisory Services operates primarily in the Los Angeles metropolitan area, including the City of Los Angeles, West Los Angeles, the San Fernando Valley, the South Bay, and parts of the Inland Empire. They handle matters in Los Angeles County as well as some surrounding counties for existing clients. Most initial consultations can be conducted by phone or video.