What O'Connor & Associates does

O'Connor & Associates is a privately held U.S. property tax consulting firm headquartered in Houston, Texas, founded in 1974. The firm provides contingency-based property tax protest and reduction services for both residential and commercial property owners, charging 50% of first-year property tax savings only when a reduction is achieved. Its service portfolio spans the Property Tax Protection Program™ (an annual recurring appeals service), Business Personal Property (BPP) services, Cost Segregation studies, Appraisal services, Enriched Data Services, and a Concierge tier that includes dedicated Client Success Consultants and on-site property visits. The underlying technology is a web-based platform comprising an online enrollment system, a secure client portal for document management and protest tracking, and a BPP rendition tool, complemented by online calculators for disaster exemptions and cost segregation ROI. Geographic coverage is broad for commercial work — 45 U.S. states — while residential services are concentrated in Texas, Illinois, Georgia, and New York, supported by 13 physical offices plus phone and digital channels.

The go-to-market motion is hybrid: self-serve online enrollment (2-3 minute signup) handles the long tail of individual residential owners, phone-based inside sales supports mid-market commercial inquiries, and a field concierge motion serves higher-value enterprise clients. Pricing is entirely outcome-based — no upfront fees, no flat enrollment fees, no charges for unsuccessful protests — making the firm's revenue mechanics structurally aligned with client savings. The company reports $213M+ in client property tax savings achieved in 2025, operates with 501-1,000 employees, and is led by founder Patrick O'Connor alongside COO Mike Olivares and Chief Engineer Ashish Patre. No external funding rounds, parent company, or institutional investors are disclosed in the source data.

Name

O'Connor & Associates

Legal name

O'Connor & Associates

Website

https://poconnor.com

Company type

Private

Founded year

1974

Operating status

Operating

Headcount range

501–1,000 employees

Short description

O'Connor & Associates is a U.S. property tax consulting firm, founded 1974 and headquartered in Houston, that provides contingency-based protest and reduction services to residential and commercial property owners across 45 states commercially and 4 states residentially.

Ownership category

akta.pro rank

Product category

Property Tax Consulting Services

NAICS

Other Activities Related to Real Estate (531390), Offices of Real Estate Appraisers (53132)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK)

akta.pro secondary industries

Real Estate Valuation Review & Litigation/Dispute Support Advisory (BPAJANAK), Eminent Domain / Condemnation & Litigation Support Valuation (BPAJAKAJ), Real Estate Valuation & Appraisal (BPAHANAC), Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ)

Keywords

• Property tax protest
• Property tax consulting
• Commercial tax appeals
• Cost segregation studies
• Business personal property

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Offices13 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Property Tax Protest Services: Contingency-based fee structure where O'Connor charges 50% of the first year property tax savings. No upfront fees, no flat fees for enrollment, no charges for homestead exemption help, and no charges for market value reductions that don't actually reduce property taxes. The company does not get paid unless they successfully reduce property taxes.

Pricing tiers

Go-to-market motion2 records

Distribution channels4 records

Marketing channels7 records

Core offering

O'Connor & Associates provides property tax protest and reduction services for residential and commercial property owners on a contingency-fee basis, charging 50% of the first year property tax savings only if successful. The firm manages the full appeals process including informal hearings, formal Appraisal Review Board hearings, and litigation/binding arbitration across 45 states commercially and Texas, Illinois, Georgia, and New York for residential clients. Supplementary offerings include cost segregation studies, business personal property (BPP) tax services, appraisal services, and enriched real estate data.

Product overview

O'Connor & Associates offers a comprehensive property tax reduction platform with a core contingency-fee-based service model where clients pay only if they save on property taxes. The primary offering includes Property Tax Reduction & Appeals Services, supported by the Property Tax Protection Program™ for annual automated appeals. The company provides specialized modules for different property types: Residential Property Tax Protest Services and Commercial Property Tax Protection Program. Additional value-added services include Concierge Services (Client Success Consultant, On-Site Experience, Exemption Review), Business Personal Property (BPP) Tax Services, Cost Segregation Services, Appraisal Services, and Enriched Data Services. The technology platform includes a Client Portal for document access and protest tracking, plus a Business Personal Property Rendition Tool for streamlined reporting. Geographic coverage includes residential services in Texas, Illinois, Georgia, and New York, with commercial services across 45 states.

Differentiator

Problem solved

Functional benefit

Brands

• Property Tax Protection Program™: Annual appeals with expert support and zero upfront cost

Products and services

• Residential Property Tax Protest Services No-fee expert property tax protest services for residential homeowners. Clients pay only if O'Connor successfully reduces their property taxes. Service includes concierge visits and representation at all levels of appeal, available in Texas, Illinois, Georgia, and New York.
• Property Tax Protection Program™ Annual property tax appeals service with expert support and zero upfront cost. The program automatically protests taxes year after year for enrolled clients without requiring them to take action on deadlines.
• Commercial Property Tax Protection Program Expert commercial tax appeals service with no upfront fees and a no-savings-no-fee arrangement, providing commercial tax relief through aggressive multi-level appeals across 45 states.
• Concierge Services Premium client services including a dedicated Client Success Consultant, personalized on-site property experience, exemption review and property optimization, and client portal account management.
• Business Personal Property (BPP) Tax Services Services to lower business and personal property taxes through BPP valuation, rendition filing, discovery process, and property tax appeals. Includes no-fee enrollment for business property tax savings.
• Cost Segregation Services IRS-compliant cost segregation studies that help property owners accelerate depreciation and optimize tax savings through bonus depreciation strategies. Offered in expert-led and remote/DIY formats.
• Appraisal Services Commercial property valuations including commercial appraisals, litigation support appraisals, condemnation appraisals, and expert witness testimony.
• Enriched Data Services Comprehensive market data and expert consulting for Texas and U.S. commercial properties, including comparable sales databases and commercial deed reports.
• Disaster Exemption Services Assistance qualifying for property tax relief after state-declared disaster damage through temporary disaster exemptions, including a disaster exemption calculator.

Quantifiable outcome

• Saved clients over $213 million in property taxes in 2025
• +1 more outcomes

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature5 records

Scale indicators4 records

Recent moves1 record

Expansion highlights6 records

Direct peers

• Ryan, LLC: Largest US property tax consulting firm, offering contingency-based commercial and residential property tax protest and appeal services across all 50 states. Directly competes with O'Connor in the commercial property tax reduction market and uses a similar no-savings-no-fee model.
• Altus Group: Global commercial real estate advisory with a dedicated property tax consulting practice serving owners, investors, and lenders. Comparable to O'Connor's commercial property tax services across the 45-state footprint and competes on complex valuation and appeal work.

Broad incumbents

• Kroll (formerly Duff & Phelps): Global valuation and advisory firm offering commercial real estate appraisal, property tax, and litigation support services. Overlaps with O'Connor's appraisal and litigation-support valuation offerings as a broader incumbent in the valuation ecosystem.
• Buchanan Ingersoll & Rooney (Property Tax Practice): National law firm with a property tax practice representing owners in commercial appeals across multiple states. Comparable to O'Connor's commercial representation and judicial appeal capabilities but delivered through a law firm model.
• Deloitte Property Tax Services: Big-Four advisory practice offering property tax compliance, appeals, and consulting as part of broader tax services to enterprise clients. Competes with O'Connor for large commercial and institutional mandates, particularly REITs and large portfolios.
• KPMG Property Tax Services: Big-Four firm offering property tax consulting and valuation services to multinational corporates and institutional real estate investors. Overlaps with O'Connor's enterprise commercial work but bundled with broader tax and advisory relationships.
• BDO USA Property Tax: Mid-tier accounting and advisory firm with a property tax practice serving commercial owners. Comparable in offering to O'Connor's commercial services, though typically engaged for compliance and review rather than contingency appeals.

Regional players

• Texas Property Tax Protest (regional TX-focused firms): Texas-focused property tax protest firms operating the same contingency-based residential appeal model. Directly compete with O'Connor in the Texas residential segment, often at lower price points or with simpler single-jurisdiction service offerings.
• Real Estate Tax Consultants (Texas): Independent Texas-based property tax consulting firm offering residential and commercial protest services. Comparable to O'Connor's residential Texas operations on a smaller regional scale and similar contingency-based pricing model.

Others

• Populus Financial Group: Adjacent consumer-facing tax and financial services provider. Thematically related to O'Connor's residential customer base but not directly competing in property tax protests; useful as a comparable for consumer tax service distribution models.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• Xx.com/pat092557
• YouTubeyoutube.com/c/OConnorAssociates
• Facebookfacebook.com/oconnorassociate
• LinkedInlinkedin.com/company/o'connor-and-associates

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about O'Connor & Associates