What Spicer Consulting Group does

Spicer Consulting Group (SCG) is a privately held California LLC that provides municipal finance consulting services to public agencies, specializing in the formation, annexation, and ongoing administration of land-secured special financing districts — including Community Facilities Districts (CFDs), Assessment Districts, and Landscape and Lighting Maintenance Districts. The firm serves more than 50 municipalities and administers hundreds of special districts throughout California, with work spanning special tax consulting, assessment engineering, bond issuance support, annual levy enrollment, tax roll billing, delinquency management, and SEC continuing disclosure reporting via EMMA.

The company's technological backbone is its proprietary Spicer TAX System (STAX), a registered software platform supported by a custom GIS database of district parcels. STAX operates as both an internal associate tool and an external-facing product ecosystem: STAX Property Finder is a public web application allowing property owners to look up current tax information, while STAX District Manager is an authenticated portal used by partner agencies to administer districts. The platform was brought into WCAG 2.1 AA and Section 508 compliance in conjunction with the April 2024 ADA Title II rule for state and local government digital accessibility.

SCG operates as a founder-led, sales-led B2G firm with a single headquarters in Murrieta, California. Revenue is generated through three primary streams: (1) recurring managed-services fees for ongoing annual administration of special districts; (2) project-based professional services fees for district formation, bond issuance, and special tax/assessment consulting; and (3) transaction-fee revenue from property owner support services funded through fees placed on tax bills. The firm holds no external funding and operates exclusively within California, with no public-sector customers disclosed outside the state.

Name

Spicer Consulting Group

Legal name

Spicer Consulting Group, LLC

Website

https://spicercg.com

Company type

Private

Founded year

2016

Operating status

Operating

Headcount range

1–10 employees

Short description

Spicer Consulting Group is a California municipal finance consulting firm that forms, administers, and provides disclosure services for land-secured special financing districts for 50+ public agencies, supported by its proprietary STAX software and GIS platform.

Ownership category

akta.pro rank

Product category

Municipal Finance Consulting

NAICS

Administrative Management and General Management Consulting Services (541611), Management Consulting Services (54161), Other General Government Support (92119)

SIC

Services-Management Consulting Services (8742), Services-Management Services (8741)

akta.pro primary industry

Public Sector & Policy Consulting (BPAHACAN)

akta.pro secondary industry

Financial Planning & Analysis Support (Budgeting, Forecasting, Management Reporting) (BPAAAGAJ)

Keywords

• Municipal finance consulting
• Special district administration
• Special tax consulting
• Assessment engineering services
• Continuing disclosure reporting

Headquarters

HQ city

Temecula

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

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

Revenue model

1. Special District Administration Services: Ongoing comprehensive annual administrative services for Special Districts including budget preparation, debt service schedule maintenance, bond call analysis, annual levy enrollment, tax roll billing, delinquency monitoring, municipal disclosure reporting, and annual report preparation. Revenue is generated through recurring administrative fees paid by local government agency clients.
2. Formation and Bond Issuance Consulting: Professional consulting services for forming Community Facilities Districts (CFDs), Assessment Districts, and Landscape and Lighting Maintenance Districts. Includes rate and method of apportionment development, tax rate analysis, cost estimating, bond sale table preparation, and public hearing presentations. One-time project fees for district formation, with potential follow-on administration contracts.
3. Special Tax Consulting and Assessment Engineering: Expert advisory services for establishing Special Taxes and assessment districts. Services include Proposition 218 compliance consulting, fiscal impact analysis, feasibility studies, revenue audits, bond sales support, and reimbursement request review. Typically billed as project-based consulting engagements.
4. Property Owner Support Services: Toll-free helpline and inquiry resolution services for property owners seeing information about Special Districts on their tax bills. Revenue derived from fees placed on property tax bills for participating agencies.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Spicer Consulting Group provides municipal finance consulting services to California public agencies for the formation, annexation, and administration of land-secured special financing districts including Community Facilities Districts (CFDs), Assessment Districts, and Landscape and Lighting Maintenance Districts. The firm offers special tax consulting, assessment engineering, bond issuance support, parcel auditing via proprietary GIS technology, annual administration, delinquency management, continuing disclosure reporting, and property owner support services. These services are delivered alongside proprietary software platforms (STAX Property Finder, STAX District Manager) and a custom GIS database that supports parcel-level data management for administered districts.

Product overview

Spicer Consulting Group (SCG) offers a portfolio of proprietary software products and municipal finance consulting services. The core product is the STAX (Spicer TAX System) platform, which includes STAX Property Finder for public tax information lookup and STAX District Manager for administrative district oversight. The GIS Platform is integrated into STAX to provide parcel mapping and spatial analysis. Beyond technology products, SCG provides a comprehensive suite of consulting services including Special Tax Consulting, Assessment Engineer Services, Annexation Services, Parcel Audits, Annual Administration, Delinquency Management, Continuing Disclosure & Dissemination, Property Owner Services, and general Consulting Services. These offerings work together to provide end-to-end support for municipalities forming and administering land-secured special financing districts in California.

Differentiator

Problem solved

Functional benefit

Brands

• STAX: Spicer TAX System (STAX) - proprietary software system for property information management, including STAX Property Finder and STAX District Manager applications.
• STAX Property Finder

Products and services

• Special District Administration Ongoing annual administrative services for Special Districts including budget preparation, debt service schedule maintenance, bond call analysis, annual levy enrollment, tax roll billing, delinquency monitoring, municipal disclosure reporting, and annual report preparation for California public agencies.
• Formation and Bond Issuance Consulting Professional consulting services for forming Community Facilities Districts (CFDs), Assessment Districts, and Landscape and Lighting Maintenance Districts, including rate and method of apportionment development, tax rate analysis, cost estimating, bond sale table preparation, and public hearing presentations for California public agencies.
• Special Tax Consulting and Assessment Engineering Expert advisory services for establishing Special Taxes and assessment districts, including Proposition 218 compliance consulting, fiscal impact analysis, feasibility studies, revenue audits, Engineer's Report preparation, methodologies for special benefit conferral, bond sales support, and reimbursement request review.
• Annexation Services Processing additional territory inclusion into existing Community Facilities Districts through an efficient, cost-effective annexation application program, calculating Special Taxes required to generate funding for added territory without burdening pre-existing homeowners.
• Parcel Audits GIS-based parcel auditing services using proprietary STAX software to maximize revenues for special districts by ensuring accurate property data and leveraging geographic information system technology for parcel-level assessment review.
• Delinquency Management Monitoring and managing delinquent property tax payments for special districts, including preparing notifications, assisting foreclosure counsel, and monitoring payment plans.
• Continuing Disclosure and Dissemination Preparation and dissemination of Annual Continuing Disclosure Reports to the Municipal Securities Rulemaking Board via Electronic Municipal Market Access (EMMA) for SEC Rule 15c2-12 compliance.
• Property Owner Support Services Toll-free helpline and inquiry resolution services for property owners regarding special district line items on their tax bills, including support for title, escrow, and mortgage companies, with bilingual Spanish-language assistance available.
• Public Safety Services and Fiscal Impact Analysis Public financing consulting including fiscal impact analysis, feasibility studies, Proposition 218 compliance, revenue audits, bond sales, and special district refundings for California public agencies.
• STAX Property Finder Web-based application allowing users to search for current tax information and tax references available from City and County Tax Collectors. Public-facing tool for property owners to access special district tax data.
• STAX District Manager Web-based portal for district management functionality, accessible to authorized users for managing special district operations, property information, and district oversight.

Quantifiable outcome

• Served more than 50 municipalities across California
• +2 more outcomes

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature4 records

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Direct peers

• David Taussig & Associates: Long-standing California-based municipal finance consulting firm specializing in special district formation, administration, and bond-related services for public agencies — a direct competitor in SCG's core CFD/Assessment District niche.
• NHA Advisors: California-focused municipal advisor providing special district formation, special tax consulting, and continuing disclosure services to cities and local agencies — directly comparable services and geography to SCG.
• KNN Public Finance: Independent municipal advisory firm providing special district formation, infrastructure financing, and continuing disclosure services to California public agencies, with overlapping CFD/assessment district advisory work.
• Urban Futures: California-based public finance and special district consulting firm (now part of the Willdan family) delivering CFD formation, special tax consulting, and municipal revenue advisory highly comparable to SCG's offerings.
• Fieldman, Rolapp & Associates: Independent California municipal advisor providing special district formation, special tax/assessment engineering, and continuing disclosure services — a recognized peer in the same California CFD/land-secured finance market.

Broad incumbents

• PFM Group: Large national public-sector financial advisory firm with a significant California practice covering municipal debt advisory, special districts and disclosure work — a broad incumbent that overlaps with SCG on bond issuance and disclosure engagements.
• Willdan Group: Publicly traded provider of professional and technical services to municipalities, including special district formation and administration — a scaled incumbent competing with SCG for similar California municipal contracts.
• Stifel Public Finance: Investment-banking public finance practice that underwrites California municipal bonds and provides related advisory, directly competing with SCG's formation-and-bond-issuance consulting across the same agencies.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 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 Spicer Consulting Group