Property Tax Adjustments and Appeals

What Property Tax Adjustments and Appeals does

Property Tax Adjustments and Appeals, P.A. (PTAA) is a Florida-based property tax consulting and legal representation firm organized as a Professional Association and headquartered in Aventura. The firm represents property owners before Florida Value Adjustment Boards and circuit courts to challenge property tax assessments, identify applicable exemptions (homestead, veteran, senior, agricultural, historic preservation, enterprise zone), and pursue Save Our Homes portability benefits. Service offerings are productized by property type, with dedicated modules for condominiums, industrial warehouses (including flex space and mini-storage), multi-family homes, shopping centers, and single-family residences, each supported by specialized valuation methodologies such as condominium unit adjustments for floor heights and views, multi-family income valuation using rental income, operating expense, vacancy, and capitalization rate calculations, and industrial classification analysis accounting for ceiling and dock height, configuration, and access.

The firm operates on a contingency-based fee model: clients pay a percentage of total tax savings only if PTAA successfully reduces the assessed value, with a nominal initial filing fee and administrative fee as the only upfront costs. Lead attorneys are Marc Kleiner (Property Tax Attorney with nearly 20 years of experience), Nicholas McCarville (Property Tax Professional and licensed real estate broker with multi-sector litigation and brokerage experience), and Gary A. Appel, Esq. (Of-Counsel with 30+ years of real estate law experience and niches in historic preservation and enterprise zone incentives). Notable disclosed outcomes include multi-million dollar commercial value reductions (e.g., a $6M multi-family reduction in West Coast Florida, a $1.8M theater reduction in Miami Beach, and an over-$1M hotel reduction in North Florida) alongside residential reductions in the 20%-53% range.

PTAA pursues a sales-led, direct-to-client go-to-market motion with no resellers or marketplace presence, acquiring clients through its website, phone outreach (786-882-7155), and in-person consultations. Marketing channels include a content blog (Insights), educational video content, and active social media profiles on Facebook, Twitter/X, and LinkedIn. Operations are concentrated in Miami-Dade and Broward counties, with case evidence reaching other parts of Florida. The firm is privately held by its attorney principals with no disclosed institutional capital, parent entity, partnerships, M&A activity, patents, trademarks, or regulatory actions.

Name

Property Tax Adjustments and Appeals

Legal name

Property Tax Adjustments and Appeals, P.A.

Website

https://proptaxadjust.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

Property Tax Adjustments and Appeals, P.A. is a Florida-based law firm that represents residential and commercial property owners before Value Adjustment Boards to reduce property tax assessments, operating on a contingency fee model across Miami-Dade and Broward counties with specialized practices for condos, industrial, multi-family, shopping centers, and single-family homes.

Ownership category

akta.pro rank

Product category

Property Tax Consulting Services

NAICS

Offices of Lawyers (541110), Other Activities Related to Real Estate (531390)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Assessment Appeal & Property Tax Consulting (BPAJAKAK)

akta.pro secondary industry

Real Estate Valuation & Appraisal (BPAHANAC)

Keywords

• Property tax appeals
• Property tax consulting
• Real estate tax valuation
• Tax assessment reduction
• Value adjustment board representation

Headquarters

HQ city

Aventura

HQ country

United States

HQ region

North America

Offices1 record

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. Contingency-Based Property Tax Appeals: The firm represents all clients on a contingency basis — if PTAA is able to reduce the property tax value, the client pays a percentage of the total tax savings. The only upfront cost to the client is an initial filing fee and administrative fee. This model aligns firm incentives with client outcomes and eliminates financial risk for property owners seeking tax reductions.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels4 records

Core offering

Property Tax Adjustments and Appeals represents Florida residential and commercial property owners in property tax appeals before Value Adjustment Boards and circuit courts. Services are delivered on a contingency basis, with clients paying a percentage of tax savings only if PTAA successfully reduces the assessed value. The firm provides market analysis, petition filing, negotiation with property appraisers, and Special Magistrate hearing representation across property types including condos, industrial warehouses, multi-family, shopping centers, and single-family homes.

Product overview

Property Tax Adjustments and Appeals, P.A. is a property tax consulting and legal services firm operating as a single unified service offering rather than a software platform. The core product is property tax adjustment and consulting services for both residential and commercial property owners in Florida. The firm specializes in representing clients before Value Adjustment Boards and circuit courts to contest property tax assessments. The service portfolio includes specialized modules for different property types: homestead property appeals, condos, industrial warehouses (warehouses, flex space, mini-storage), multi-family homes, shopping centers, and single-family homes. All services are offered on a contingency basis, with clients paying a percentage of tax savings only if the appeal is successful.

Differentiator

Problem solved

Functional benefit

Products and services

• Property Tax Adjustment and Consulting Services Core service providing property tax consulting to challenge and reduce property tax assessments for both residential and commercial property owners in Florida, including representation before Value Adjustment Boards and circuit courts.
• Homestead Property Appeal Specialized service helping homeowners challenge their property tax assessments and pursue homestead exemption appeals before the Value Adjustment Board.
• Contesting Property Taxes in Florida Service enabling property owners to contest market value determinations, exemption denials, and tax deferral determinations through the county Value Adjustment Board or circuit court.
• Property Tax Adjustments for Condos Specialized property tax adjustment service for condominiums, incorporating floor heights, views, and other variables in valuation analysis for individual unit owners and entire buildings.
• Property Tax Adjustments for Industrial Warehouses Property tax adjustment service covering warehouses, flex space, and mini-storage facilities, accounting for characteristics like ceiling height, dock height, and operating costs.
• Property Tax Adjustments for Multi-family Homes Property tax adjustment service for apartment buildings and multi-family properties, utilizing sales comparisons and income valuation including rental income, operating expense, vacancy, and capitalization rate analysis.
• Property Tax Adjustments for Shopping Centers Property tax adjustment service for retail properties including shopping centers and strip malls, addressing location nuances, insurance costs, vacancies, and zoning issues.
• Property Tax Adjustments for Single Family Homes Property tax adjustment service for residential single-family properties, helping homeowners identify applicable exemptions and appeal market values.

Quantifiable outcome

• 17% market value reduction for Broward County laundry facility
• +10 more outcomes

Named customers11 records

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Broad incumbents

• Ryan, LLC: Ryan is one of the largest North American property tax consultancies, offering multi-state tax appeal, compliance, and consulting services for enterprise commercial property owners. Comparable to PTAA in the property tax appeal core service, but serves a much broader geography and a primarily enterprise/large commercial client base with full-service tax and financial advisory offerings.
• Altus Group: Altus Group is a commercial real estate advisory firm providing property tax appeal, valuation, and consulting services across the U.S. and Canada. Comparable to PTAA in property tax reduction services for commercial clients, but operates at far greater scale with technology-enabled valuation platforms and broader diversified CRE services.
• BDO USA Property Tax Practice: BDO's property tax practice provides tax appeal, exemption, and consulting services through its national advisory platform. Comparable to PTAA in property tax appeal services, but operates as part of a Top-5 accounting firm with broader enterprise services and global reach.
• Crowe LLP Property Tax Services: Crowe provides property tax consulting and appeal services to commercial clients across multiple U.S. states. Comparable to PTAA in core tax appeal services, but part of a larger national CPA/advisory firm with broader service offerings and institutional client reach.
• CBRE (Property Tax / Valuation Services): CBRE provides property tax consulting, valuation, and advisory services as part of its global commercial real estate platform. Comparable to PTAA in property valuation methodology for tax purposes, but operates as the world's largest commercial real estate services firm with diversified offerings and institutional reach.
• Kroll (formerly Duff & Phelps): Kroll provides independent property tax consulting and valuation services globally as part of a broader financial advisory and risk consulting practice. Comparable to PTAA in property tax advisory and valuation work, but delivers services through a large multi-disciplinary professional services firm.

Regional players

• Texas OAG Property Tax Division (Petition Filing Services): Various state and regional property tax appeal firms offer similar contingency-based services in other jurisdictions. Comparable to PTAA as a regional property tax appeal specialist, but operating in a different state (Texas) under different property tax law, illustrating the regional nature of this market.
• Aviaside / Property Tax Adjusters of Florida: Aviaside is a property tax appeal firm that focuses on Florida residential and commercial appeal services. Highly comparable to PTAA in regional Florida focus, contingency fee model, and target segments (homeowners and commercial property owners), though with a different geographic footprint.

Direct peers

• Marathon Solutions: Marathon Solutions is a national property tax consulting firm providing appeal, exemption, and compliance services for commercial and residential properties. Directly comparable to PTAA in core property tax appeal services, with similar contingency-based engagement models for commercial clients, though operating at national scale.
• Property Tax Pros (Florida): Property Tax Pros is a Florida-focused property tax appeal firm offering residential and commercial tax reduction services. Directly comparable to PTAA in geography (Florida), business model (contingency-based appeal services), and target customer segments (residential and commercial property owners).

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/PropTaxAdjust
• Facebookfacebook.com/PropTaxandAppeals
• LinkedInlinkedin.com/company/35629391

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 Property Tax Adjustments and Appeals