Property Tax Assistance

What Property Tax Assistance does

Property Tax Assistance, Inc. is a boutique property tax consulting firm headquartered at 102 N. Main St in Cleburne, Texas (Johnson County), founded under current ownership by Lori Zachary in 2010. The firm provides property tax protest, appeal, and annual rendition filing services to residential homeowners, commercial real estate owners, agricultural property owners, mineral rights holders, and businesses with personal property assets. Service delivery is performed by two Texas Department of Licensing and Regulation–licensed consultants — Zachary (TDLR #10473, licensed since 2005) and Aley Lindert (TDLR #11860, licensed since 2017) — with no other significant staff disclosed. Coverage extends across eleven Texas counties including Johnson, Tarrant, Dallas, and Harris counties.

The firm operates with no proprietary technology platform, mobile application, or AI tooling; service delivery is manual, consultant-led, and centered on direct representation at Appraisal Review Board (ARB) hearings. Revenue is generated primarily through contingency-based fees: 40% of realized tax savings for real estate and oil/gas protests, $6 per $1,000 of savings for properties with existing agricultural exemptions, 40% of first-year savings plus a $750–$1,000 retainer for non-exempt agricultural properties, and unit-priced annual Business Personal Property (BPP) rendition filings ranging from $300 to $5,000. Payment is accepted by check, money order, or cash only — no credit or debit cards.

Go-to-market is relationship-driven: customer acquisition relies on word-of-mouth referrals from existing clients and from accountants, supported by a Squarespace-hosted website, an FAQ page, and free consultations. No paid marketing, social media presence, or formal sales infrastructure is documented. The firm has successfully handled thousands of property tax appeals cumulatively since 2010 and reports strong client return and referral rates driven by results and personal service.

Name

Property Tax Assistance

Legal name

Property Tax Assistance, Inc.

Website

https://propertytaxassist.com

Company type

Private

Founded year

2010

Operating status

Operating

Headcount range

1–10 employees

Ownership category

akta.pro rank

Product category

Property Tax Consulting Services

NAICS

Offices of Real Estate Appraisers (53132), Offices of Real Estate Appraisers (531320)

SIC

Real Estate (6500)

akta.pro primary industry

Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK)

akta.pro secondary industries

Real Estate Tax, Incentives & Cost Segregation Advisory (BPAJANAJ), Real Estate Valuation & Appraisal (BPAHANAC)

Keywords

• Property tax consulting
• Property tax protest services
• Business personal property filing
• Agricultural property tax exemption
• Real estate tax appeals

Headquarters

HQ city

Cleburne

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Real Estate Tax Protest Services: Contingency-based pricing: 40% of estimated tax savings from market value reduction. Client only pays if the firm successfully lowers their property value.
2. Agricultural Property Services: Properties with existing agricultural exemption: $6 per $1,000 of savings off market value. Properties without exemption: 40% of first-year savings plus potential $750-$1,000 non-refundable retainer.
3. Business Personal Property (BPP) Filing: Annual rendition filing services priced at $300-$5,000 per year depending on complexity and time allocation. Includes exemption applications (Freeport, Environmental) and protest services if needed.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels4 records

Core offering

Property Tax Assistance, Inc. is a boutique property tax consulting firm that provides property tax protest, appeal, and annual filing services for residential and commercial real estate, minerals, agricultural properties, and business personal property. Services include annual value monitoring, informal and formal protest filing, and representation at Appraisal Review Board (ARB) hearings across multiple Texas counties. The firm is compensated primarily on a contingency basis — a percentage of the tax savings achieved for the client.

Product overview

Property Tax Assistance is a boutique property tax consulting firm offering a unified suite of property tax protest and appeal services. The core offerings include Real Estate Property Tax Consulting (charging 40% of savings), Minerals Property Tax Services, Business Personal Property Services ($300-$5,000 annual fee), and Agricultural Property Tax Services ($6/$1,000 of savings). The company provides end-to-end representation including annual value monitoring, protest filing, informal/formal hearings, and ARB hearing representation when clients cannot attend. Services are available primarily in Johnson and Tarrant counties in Texas, with additional operations in Hill, Ellis, Hood, Somervell, Dallas, Parker, Erath, McLennan, and Harris counties.

Differentiator

Problem solved

Functional benefit

Products and services

• Real Estate Property Tax Consulting
• Minerals Property Tax Services
• Business Personal Property (BPP) Services
• Agricultural Property Tax Services

Quantifiable outcome

• Successfully handled thousands of different property tax appeals for clients

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Broad incumbents

• JLL Valuation Advisory: JLL's real estate valuation and consulting practice handles appraisal, tax appeal support, and advisory services for commercial portfolios. Comparable to PTA in property tax protest work for commercial owners, but at global scale and with proprietary analytics.
• CBRE Valuation & Advisory Services: The valuation arm of the world's largest commercial real estate services firm, offering appraisal and property tax consulting. Comparable to PTA because it performs property valuation and tax-related advisory for commercial real estate, though it serves large institutional clients.
• Ryan, LLC: A global tax services and software firm with a substantial property tax practice serving commercial clients. Comparable to PTA because it provides property tax reduction consulting and compliance services, though at much larger scale and with broader tax offerings.
• O'Connor & Associates: One of the largest independent property tax consulting firms in Texas, representing commercial and residential owners at protest hearings statewide. It is comparable to Property Tax Assistance because it offers the same core service — property tax protest and reduction — but at significantly larger scale, with hundreds of consultants and proprietary technology.
• Kroll (formerly Duff & Phelps): A global valuation and corporate finance advisory firm offering real estate appraisal and property tax advisory services. Comparable to PTA in real estate valuation methodology but operates at enterprise scale serving institutional clients.
• Altus Group: A commercial real estate services and software firm with a dedicated property tax practice. Comparable to PTA because it performs property tax assessment review and appeals for commercial property owners, but serves enterprise clients with a national footprint.

Direct peers

• Texas Tax Protest: A Texas-focused property tax protest firm serving residential and small commercial owners. Directly comparable to Property Tax Assistance in scope (Texas residential/commercial protests), customer base (individual owners), and contingency-style pricing.
• Property Tax Advisors (Texas): A Texas-based property tax advisory firm serving commercial and residential property owners with protest and exemption services. Comparable to PTA in operating jurisdiction (Texas), customer segments (residential + commercial owners), and core service offering.
• Property Tax Protest: A boutique property tax protest and appeal firm operating in Texas. Comparable to PTA because it offers property tax protest, filing, and hearing representation services to residential and commercial owners in the same Texas county-level market.
• Texas Property Tax Help: A small Texas-based property tax consulting firm assisting homeowners and businesses with protests and exemption filings. Comparable to PTA in scale (boutique, locally focused) and in the residential/small-commercial protest niche.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/propertytaxassist
• LinkedInlinkedin.com/company/property-tax-assistance-inc-

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 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 Property Tax Assistance