Equitax
Equitax is a Georgia-based property tax consulting firm that represents commercial and residential property owners in assessment appeals on a contingency fee basis, serving clients across Georgia with additional federal contractor engagements for the FDIC and RTC.
- Company typePrivate
- Founded1995
- HeadquartersDuluth, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
What Equitax does
Equitax is a Georgia-based property tax consulting firm specializing in commercial and residential property tax assessment appeals. Founded by David Humphreys in the mid-1990s and headquartered in Berkeley Lake within the Atlanta metropolitan area, the firm serves property owners across the state of Georgia through direct sales engagements, with offices concentrated in Metro Atlanta and remote consulting coverage extending to Savannah, coastal Georgia, and all statewide counties. The company applies standard property tax valuation methodologies — cost approach, sales comparison approach, and income approach — to identify assessment errors, build appeal cases, and represent clients before County Boards of Assessors, Boards of Equalization, and courts.
Equitax operates on a contingency fee basis under a 'No Savings, No Fee' model, generating revenue only when an appeal successfully reduces a client's property tax liability. Its core products are Commercial Property Tax Appeal Services (targeting real estate investors, business owners, and property managers) and Residential Property Tax Appeal Services (targeting homeowners, including homestead, senior, disability, and veterans exemption work). Adjacent advisory offerings include tangible personal property exemption analysis tied to Georgia's 2025 HB 581 reforms and homestead exemption application assistance for Fulton County residents. Go-to-market is sales-led, driven by phone consultations, online signup forms, in-person meetings, client referrals, and an educational content/blog program covering Georgia property tax law updates.
The firm is privately held, bootstrapped, and founder-operated with a 1-10 employee headcount. Notable engagements include independent contractor work for the Federal Deposit Insurance Corporation (FDIC) and Resolution Trust Corporation (RTC) to negotiate property tax reductions and abate penalty/interest charges on thousands of properties across the United States. The EQUITAX brand is federally trademarked, and the company claims involvement in over 50,000 successful assessment appeal negotiations, saving clients tens of millions of dollars in property taxes over its three-decade operating history.
Equitax firmographics
Firmographics- Name
- Equitax
- Legal name
- EQUITAX
- Website
- https://equitaxusa.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Equitax is a Georgia-based property tax consulting firm that represents commercial and residential property owners in assessment appeals on a contingency fee basis, serving clients across Georgia with additional federal contractor engagements for the FDIC and RTC.
- Ownership category
- akta.pro rank
Equitax industry classification
Industry- Product category
- Property Tax Consulting Services
- NAICS
- Offices of Real Estate Appraisers (531320), Offices of Real Estate Appraisers (53132), Other Activities Related to Real Estate (531390)
- akta.pro primary industry
- Real Estate Valuation & Appraisal (BPAHANAC)
- akta.pro secondary industries
- Real Estate Valuation Review & Litigation/Dispute Support Advisory (BPAJANAK), Real Estate Valuation & Appraisal Advisory (FSAEAJAI)
Keywords
Where Equitax is headquartered
LocationHeadquarters
- HQ city
- Duluth
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Equitax business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- Property Tax Appeal Services: Professional consulting services for property tax assessment appeals and reductions. The company works on a contingency basis, meaning clients pay nothing unless they successfully reduce their property taxes. Also offers preference-based pricing with multiple options for clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Outcome Based/ Performance | Pay-as-you-go | Contingency-based property tax appeal services |
Go-to-market motion1 record
Distribution channels3 records
Marketing channels4 records
Equitax product offering
Product offeringCore offering
Equitax provides contingency-based property tax appeal and reduction services for commercial and residential property owners in Georgia. The firm analyzes county property assessments, identifies valuation errors, prepares evidence-based appeal cases, and represents clients before County Boards of Assessors, Boards of Equalization, and courts to achieve fair and equitable property tax obligations.
Product overview
Equitax is a Georgia-based property tax consulting firm offering two core services: Commercial Property Tax Appeal Services and Residential Property Tax Appeal Services. The company provides property tax assessment analysis, appeal preparation and representation, and exemption identification and filing assistance. Advisory services include tangible personal property tax exemption analysis and homestead exemption application assistance. The firm operates on a contingency fee basis, charging clients only when successful in reducing property taxes.
Differentiator
Problem solved
Functional benefit
Products and services
- Commercial Property Tax Appeal Services Professional property tax consulting and representation service for commercial property owners, real estate investors, and property managers to negotiate and minimize annual property tax liability through assessment appeals before Georgia taxing authorities.
- Residential Property Tax Appeal Services Property tax reduction service for Georgia homeowners that includes assessment appeals, exemption identification and filing (homestead, senior, disability, veterans), and professional representation before County Boards of Assessors and Boards of Equalization.
- Tangible Personal Property Tax Exemption Analysis Analysis of business tangible personal property assets to determine eligibility and maximize value under Georgia's increased tangible personal property exemption threshold ($20,000 effective January 1, 2025 via Referendum A).
- Homestead Exemption Application Assistance Assistance with filing Fulton County homestead exemptions for Georgia homeowners, including senior homestead, floating homestead, and basic exemptions.
Quantifiable outcome
- 50,000+ successful Assessment Appeal negotiations
- +2 more outcomes
Companies that use Equitax
Customer profileNamed customers6 records
Segments3 records
Ideal customer profiles3 records
Equitax technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Equitax partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Federal Deposit Insurance Corporation (FDIC)coreEquitax has been engaged as an Independent Contractor by the FDIC to negotiate and minimize property taxes and to abate penalty and interest charges on properties throughout the United States.
- Resolution Trust Corporation (RTC)coreEquitax has been engaged as an Independent Contractor by the RTC to negotiate and minimize property taxes and to abate penalty and interest charges on thousands of properties throughout the United States.
Scale indicators4 records
Recent moves1 record
Expansion highlights4 records
Equitax competitors and assessment
Company assessmentBroad incumbents
- Altus Group: Global provider of commercial real estate software, data, and advisory services, including a sizable property tax consulting practice. Comparable to Equitax on commercial property tax appeals but with broader international footprint and integrated data/analytics capabilities.
- Ryan, LLC (formerly Ryan Tax Services): Largest dedicated property tax consulting firm in North America, offering commercial property tax compliance, appeals, and consulting across all 50 states. Directly comparable to Equitax on core property tax appeal services but at vastly greater scale, geographic breadth, and service-line breadth.
- Cushman & Wakefield (Property Tax Services): Global commercial real estate services firm with a property tax consulting practice embedded in its valuation and advisory offering. Comparable to Equitax in property tax appeal methodology but serves enterprise clients across geographies as part of a full-service CRE platform.
- KPMG (Property Tax Services): Big Four firm providing property tax compliance, valuation, and appeal services to multinational corporations. Comparable to Equitax on commercial property tax appeal methodology but with global delivery and significantly larger enterprise client base.
- Deloitte (Property Tax Services): Big Four advisory firm with a property tax practice covering compliance, planning, and appeals for large corporate and real estate clients. Comparable to Equitax on commercial property tax appeals, with a fundamentally different scale and delivery model.
- BDO USA (Property Tax Practice): Big Five advisory firm with a dedicated property tax practice serving commercial clients nationwide. Overlaps with Equitax on commercial property tax appeals but delivers these as part of broader tax and assurance engagements.
- JLL (Property Tax Services): Global commercial real estate services firm offering property tax consulting and appeal services as part of its valuation advisory and capital markets practices. Comparable to Equitax on property tax appeal work for large commercial clients but at materially greater scale.
Direct peers
- Marvin F. Poer & Company: U.S. property tax consulting firm focused on commercial real estate tax compliance and appeals. Closely comparable to Equitax in service model—contingency-based commercial property tax reduction—while operating nationally versus Equitax's Georgia focus.
Regional players
- Property Tax Pros (Texas): State-focused property tax consulting firm offering residential and commercial property tax protest services in Texas. Comparable to Equitax on contingency-based property tax reduction services and SMB/individual customer focus, but concentrated in a single non-Georgia market.
- Texas Tax Protest (Texas Property Tax Protest): Regional contingency-based property tax protest firm focused on residential and commercial property tax appeals in Texas. Comparable to Equitax in business model (contingency fee appeals for property owners) but operates in a different geography (Texas vs. Georgia).
Market position
Strengths4 records
Weaknesses4 records
Competitive moat4 records
Key risks4 records
Key highlights5 records
Customer concentration
Equitax social profiles
Digital presenceEquitax financial estimates
Financial estimateRevenue estimate
Valuation estimate
Equitax leadership team
Management profileNumber of profiles
Profiles1 record
Equitax funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Equitax M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Equitax
What does Equitax do?
Equitax provides contingency-based property tax appeal and reduction services for commercial and residential property owners in Georgia. The firm analyzes county property assessments, identifies valuation errors, prepares evidence-based appeal cases, and represents clients before County Boards of Assessors, Boards of Equalization, and courts to achieve fair and equitable property tax obligations.
Is Equitax a public or private company?
Equitax is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Equitax founded?
Equitax was founded in 1995. It employs 1 to 10 people.
Where is Equitax based?
Equitax is headquartered in Duluth, United States, in the North America region.
How does Equitax make money?
One revenue line is on record: property Tax Appeal Services.
Who are Equitax's main competitors?
Broad incumbents on record are Altus Group, Ryan, LLC (formerly Ryan Tax Services), Cushman & Wakefield (Property Tax Services), KPMG (Property Tax Services), Deloitte (Property Tax Services), BDO USA (Property Tax Practice) and JLL (Property Tax Services). Marvin F. Poer & Company is listed as a direct peer. Regional players are Property Tax Pros (Texas) and Texas Tax Protest (Texas Property Tax Protest).
Does Equitax have an API?
No public API is recorded for Equitax.
What industry is Equitax in?
Equitax's product category is Property Tax Consulting Services. Its primary akta.pro industry code is BPAHANAC, Real Estate Valuation & Appraisal, with a secondary code of BPAJANAK, Real Estate Valuation Review & Litigation/Dispute Support Advisory. Its NAICS code is 531320.