Property Tax Advocate

What Property Tax Advocate does

Property Tax Advocates, Inc. is a privately held property tax consulting firm headquartered in Irving, Texas, founded in 2001 by Jeffrey R. Burgher, a CPA and Senior Property Tax Consultant. The firm provides B2B professional services to commercial property owners — including apartments, retail, hotels, industrial, office, and tax-credit/affordable housing — across Texas and nationwide through a network of regional affiliate firms. Services span the full property tax lifecycle: personal property returns filing, onsite inspections, value analysis, negotiation with appraisal districts, formal protest filing, Appraisal Review Board (ARB) representation, litigation support, savings reports, tax bill management, and tax liability estimation. The firm operates on three pricing structures (fixed fee, contingency fee, and combination fee), with contingency-based pricing — where the firm is paid only on realized tax savings — identified as the preferred model for most clients.

The firm's core technical capability is proprietary valuation methodology, drawing on the income approach, cost approach, sales approach, and equity method of appraisal, combined with a specialized tax credit property valuation framework that quantifies the negative impact of rent, tenant, and sale restrictions on restricted property values. Its staff includes multiple former appraisal district commercial appraisers (Tarrant, Collin Central), giving it insider knowledge of how district appraisers value property. The firm maintains a client portal (portal.proptaxadv.com) for account management and document access, and runs a WordPress website with educational blog content as a top-of-funnel marketing channel. No external funding, acquisitions, or parent company exist; the firm has been bootstrapped for 25 years.

The business model is professional services fee-based with a contingency-skewed pricing structure. Go-to-market is consultative enterprise field sales: free property value analysis, phone outreach, client referrals, and inbound via SEO and content. The firm reports 1,300+ protests filed, 300+ client relationships spanning decades, 25+ years of operation, and a 96% case win rate. Named clients include Revantage (a Blackstone Group subsidiary), Knightvest Capital, Adara Communities, American Communities, ConAm Management Corporation, Inland Real Estate Investment Corp, Site Centers, TY Commercial Group, and AIG/Sun America Affordable Housing Partners. The firm has nine named employees and serves as a single point of contact for clients with multi-state portfolios, delegating local execution to vetted affiliate firms.

Name

Property Tax Advocate

Legal name

Property Tax Advocates, Inc.

Website

https://proptaxadv.com

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

1–10 employees

Short description

Property Tax Advocates is a privately held Texas-based property tax consulting firm serving commercial property owners across apartments, retail, hotels, industrial, office, and tax-credit housing. Founded in 2001, it offers protest, appraisal, and litigation support services on fixed, contingency, or combination fee arrangements, with nationwide reach via affiliate firms.

Ownership category

akta.pro rank

Product category

Commercial Property Tax Consulting

NAICS

Offices of Real Estate Appraisers (53132), Offices of Real Estate Appraisers (531320), Offices of Lawyers (541110)

SIC

Real Estate Agents & Managers (For Others) (6531), Services-Legal Services (8111)

akta.pro primary industry

Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK)

akta.pro secondary industries

Real Estate Valuation & Appraisal (BPAHANAC), Real Estate Valuation Review & Litigation/Dispute Support Advisory (BPAJANAK), Real Estate Valuation & Appraisal Advisory (FSAEAJAI)

Keywords

• Property tax consulting
• Commercial property tax
• Tax appeal services
• Real estate valuation
• Property tax protest

Headquarters

HQ city

Irving

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Property Tax Consulting Services: Professional consulting services for commercial property tax appeals, protests, and negotiations with appraisal districts. Services include property inspections, value analysis, protest filing, board hearing representation, and litigation support. Revenue is generated through fee arrangements with clients.
2. Fixed Fee Arrangement: Clients pay a specified annual fee for property tax consulting services regardless of outcome.
3. Contingency Fee Arrangement: Company compensation is based solely on tax savings negotiated for clients - no fee if no savings achieved. This is the preferred model for most clients.
4. Combination Fee Arrangement: Lower fixed fee combined with lower contingency fee, offering a hybrid pricing approach.

Pricing tiers

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Property Tax Advocates provides property tax consulting and appeal services for commercial real estate owners, including personal property returns filing, onsite inspections, valuation analysis, negotiation with local assessors, submission of appeals to local boards of review, and litigation support. Services are delivered by licensed property tax consultants (many former appraisal district staff) using the income, cost, sales, and equity valuation methods, with compensation typically tied to a fixed, contingency, or combination fee arrangement.

Product overview

Property Tax Advocate offers a comprehensive suite of property tax consulting and appeal services for commercial real estate owners. The core offering consists of property tax appeal services including personal property returns filing, onsite property inspections, value analysis, negotiating with appraisal districts, submitting appeals to boards of review, and providing litigation support. The company operates on flexible fee arrangements (fixed, contingency, or combination) and provides a client portal for account access. Services are delivered by licensed property tax consultants with expertise in real estate valuation, property tax laws, and appeal procedures across Texas and nationally through affiliate partnerships.

Differentiator

Problem solved

Functional benefit

Products and services

• Commercial Property Tax Appeal Services Comprehensive property tax consulting and appeal services for commercial real estate owners, including filing protests, negotiating with appraisal districts, presenting cases to Appraisal Review Boards, submitting appeals to local boards of review, and providing litigation support backed by market research and valuation methods.
• Personal Property Returns Filing Filing all required personal property returns with the appropriate authorities on behalf of business owners, addressing incorrect valuations, missed deadlines, and exemption requirements.
• Onsite Property Inspections Conducting onsite property inspections and interviewing appropriate personnel to gather valuation evidence for use in protests and negotiations.
• Litigation Support Services Providing litigation support backed by sound market research and valuation methods for property tax cases proceeding to district court.
• Tax Credit Property Valuation Proprietary valuation service for low-income housing tax credit properties that quantifies the negative impact of tenant restrictions, rent restrictions, and sale restrictions on value, supporting protests and exemption applications.
• Client Portal Online client portal for existing customers to access account information, property tax documents, savings reports, and communicate with consultants.

Quantifiable outcome

• 96% case win rate
• +6 more outcomes

Named customers15 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature2 records

Partnerships

Three partnerships are on record, tiered core and minor.

• Regional Affiliate Firms (Unspecified)coreChannel Partner/ Reseller/ DistributorProperty Tax Advocates has formed national alliances with carefully selected regional consulting firms with expert local jurisdictional knowledge and relationships. This network enables the firm to provide nationwide representation while maintaining the convenience of a single point of contact for clients with properties across multiple states. The affiliates are selected for their resources, reputation, and active involvement of owners in the negotiation process.
• Phoenix Affiliate (Unspecified)coreChannel Partner/ Reseller/ DistributorRegional affiliate in Phoenix responsible for representing client properties in Arizona markets, successfully negotiated property tax reductions of approximately $1.25 million across multiple years for extended stay hotel properties by reclassifying portions as residential.
• Professional AssociationsminorOthersActive memberships in Institute For Professionals in Taxation, International Association of Assessing Officers, Texas Association of Property Tax Professionals, Apartment Association of Greater Dallas, and Apartment Association of Tarrant County provide industry relationships and credibility.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Broad incumbents

• JLL (Jones Lang LaSalle) — Tax Advisory: Global CRE services firm offering property tax consulting, valuation, and appeal services alongside brokerage, capital markets, and property management. Overlaps with PTA on tax appeal services for institutional and enterprise commercial real estate owners.
• Ryan, LLC (now Ryan): One of the largest specialty tax consulting firms in the U.S. with a dedicated property tax practice serving multi-state commercial real estate owners. Comparable to PTA in service offering (protest, valuation, litigation support) but operates at far greater scale and broader geographic footprint.
• Cushman & Wakefield — Property Tax Services: Global CRE services firm with a property tax practice serving corporate occupiers, REITs, and institutional owners. Comparable to PTA in core property tax appeal and advisory work but offered as part of a full-service commercial real estate platform.
• Altus Group: Commercial real estate services and technology firm with a property tax advisory practice serving institutional owners and investors. Comparable to PTA in that tax appeal and valuation are core offerings, but Altus pairs these with appraisal management software and CRE data products at much larger scale.
• BDO USA — Property Tax Services: Top-tier accounting and advisory firm with a dedicated property tax practice serving commercial real estate and corporate clients. Comparable to PTA in service offering and customer type, though embedded within a broader tax/accounting practice.
• Crowe LLP — Property Tax: Major accounting and advisory firm offering property tax consulting and compliance for commercial real estate clients. Comparable to PTA in tax appeal and valuation service line, though delivered inside a larger accounting firm infrastructure.
• Kroll Property Tax Practice: Global advisory firm offering property tax and valuation services to corporate and real estate clients as part of a broader advisory platform. Comparable to PTA in core property tax consulting/appeal work, but delivered inside a much larger risk and financial advisory franchise.

Direct peers

• Marvin F. Poer & Company: One of the oldest U.S. property tax consulting firms, focused on commercial property tax representation, valuation, and appeal across multiple states. Directly comparable to PTA in service mix, customer base (commercial RE owners, REITs, institutional investors), and contingency/fee model.
• O'Connor & Associates: Texas-based property tax consulting firm serving commercial property owners across the state and nationally. Directly comparable to PTA given overlapping geographic focus (Texas), similar service mix (protests, valuation, ARB representation), and similar target customer base (apartment, retail, office, industrial owners).

Regional players

• Texas Tax Protest / Property Tax Helpdesk (and similar regional Texas tax firms): Regional Texas property tax protest firms that compete with PTA for Texas commercial property clients. Operate in the same geography with similar service offerings but typically lack PTA's enterprise clients and affiliate-based national model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• Facebookfacebook.com/proptaxadv

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 Property Tax Advocate