Tax Break CPA - Donna Uzunow, CPA

Property Tax Consultant in Glendale, California

4.6(10 reviews)
(818) 919-65663501 Ocean View Blvd, Glendale, CA 91208View on Yelp
Tax Break CPA - Donna Uzunow, CPA - property tax consultant in Glendale, CA

Client Reviews

4.6
out of 5
10 reviews

Based on Yelp ratings

Read reviews on Yelp

About Tax Break CPA - Donna Uzunow, CPA

Tax Break CPA, led by Donna Uzunow, is a Glendale-based accounting firm that brings a CPA's analytical discipline to property tax assessment work. Donna has built a practice around helping homeowners and small business owners throughout the Los Angeles area find money they didn't know they were leaving on the table, starting with their property tax bills. Her background in accounting means she approaches assessments as a numbers problem first, which tends to produce stronger factual arguments. The firm is small enough that Donna handles client relationships directly rather than passing cases to junior staff. Clients consistently mention that she explains the process clearly and follows through without needing to be chased. If you're dealing with a property assessment issue alongside other tax concerns, having a CPA who understands both sides of the picture can make a real difference.

Services

Accountants
Tax Services
Tax Law

How They Can Help

Tax Break CPA offers property assessment appeals as part of a broader tax services practice. On the property side, Donna handles LA County and City of Glendale assessment appeals for residential and small commercial properties, including condos, single-family homes, duplexes, and small apartment buildings. She reviews supplemental tax bills issued after purchases and refinances, checks for change-of-ownership errors, and assists with Proposition 8 reduction filings for properties that have declined in value. Beyond property tax, the firm provides individual and small business tax preparation and planning, bookkeeping, and IRS representation. For real estate investors, Donna can integrate property tax strategy with overall tax planning, looking at depreciation schedules, cost segregation, and entity structure together rather than in isolation. New clients typically start with a consultation where Donna reviews the current assessment, pulls market comparables, and gives an honest read on whether an appeal is worth pursuing. She won't file a weak case just to collect a fee, which means her hit rate on actual reductions is higher than average. The firm also offers rush review services for clients who've received a notice close to the filing deadline.

What to Expect

Donna starts every engagement with a review of your assessment notice and recent comparable sales. She'll tell you upfront if she thinks the case has merit and what a realistic reduction might look like. No vague promises. If you decide to proceed, she prepares and files the assessment appeal application with the appropriate board before the deadline. During the informal review phase, she communicates directly with the Assessor's office and submits supporting documentation. Most cases settle at this stage. For cases that proceed to a formal hearing, Donna prepares a detailed evidence package and represents you before the board. She handles scheduling, documentation, and the actual presentation. After a decision, she verifies the corrected bill and tracks any refund owed for prior overpayments. The whole process is explained at each stage so you always know what's happening and what comes next.

Service Area

Tax Break CPA serves property owners throughout LA County with particular focus on Glendale, Burbank, Pasadena, La Canada Flintridge, Arcadia, Monrovia, and the Crescenta Valley. The firm also takes cases in parts of the San Fernando Valley and downtown Los Angeles for clients who are already working with Donna on other tax matters. Out-of-area consultations are available by phone or video for straightforward residential cases.

Frequently Asked Questions

What does a CPA bring to a property tax appeal that a non-CPA consultant doesn't?
For income-producing properties, a CPA can present actual financial statements, verify expense ratios, and challenge the county's income assumptions with real operating data. On the residential side, the analytical rigor of a licensed accountant often translates to more thorough comparable selection and cleaner documentation. It also means your property tax work can be coordinated with your overall tax picture.
Can you handle my regular tax returns along with the property appeal?
Yes. Many of Donna's clients use Tax Break CPA for both income tax preparation and property tax work. Having one firm handle both simplifies your year-end process and means she already understands your overall financial situation when making recommendations.
How do I get started if I just received an assessment notice?
Call or email the office right away. Donna offers a free initial review and can usually tell you within a day or two whether the assessment looks defensible or whether there's a clear case for a reduction. If the deadline is close, she'll prioritize your review to make sure you don't miss the filing window.
What's the success rate for appeals?
Donna doesn't publish a blanket success rate because it would be misleading. The more relevant metric is that she screens cases carefully upfront and won't file an appeal she doesn't think can win. The cases she does take tend to have a high success rate precisely because weak ones are weeded out during the free review.
Do I need to do anything to prepare for the appeal?
Not much on your end. If you have a recent purchase contract, closing disclosure, or any formal appraisal, those are helpful to share. Donna pulls comparables and market data independently. For rental properties, having current rent rolls and expense records ready speeds up the income analysis.
What happens if we lose the appeal?
On contingency cases, you owe nothing for the appeal work itself since the fee is only paid out of savings achieved. If the board maintains the current value, there's no charge. Donna will also tell you honestly whether a further challenge or a new appeal in the next year makes sense given the board's reasoning.
Can you help if my property was reassessed after I transferred it into a trust?
Yes, this is a common situation. California law provides exclusions from reassessment for certain trust transfers between parents and children, but the rules changed significantly under Proposition 19 in 2021. If your trust transfer was incorrectly reassessed, or if you want to plan a future transfer to maximize exclusion benefits, Donna can review the situation.
How long does an appeal typically take in LA County?
Informal reviews through the Assessor's office can resolve in a few months. Formal hearings before the Assessment Appeals Board often take 12 to 18 months from filing, sometimes longer during high-volume periods. Donna keeps you updated throughout and handles all follow-up communication so you don't have to track the timeline yourself.

Think Your Property Is Over-Assessed?

TaxFightBack analyzes your assessment, finds comparable sales, and generates a complete appeal packet for your county. The average user saves $1,500 per year.

Analyze My Assessment

Other Property Tax Consultants in Glendale

Nearby Cities with Property Tax Consultants

TaxFightBack
Start My Appeal