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Welcome

Tax Agent/Attorney Meeting. Welcome. Mr. Keith Russell - Assessor Mr. Tim Boncoskey – Chief Deputy Assessor Mr. Richard Stewart – County Attorney Lisa Bowey – Litigation Director Lesley Kratz – Administrative Auditor Russ Heisinger – GIS Manager Ken Young – Support Services Manager

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Welcome

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Presentation Transcript

  1. Tax Agent/Attorney Meeting Welcome

  2. Mr. Keith Russell - Assessor Mr. Tim Boncoskey – Chief Deputy Assessor Mr. Richard Stewart – County Attorney Lisa Bowey – Litigation Director Lesley Kratz – Administrative Auditor Russ Heisinger – GIS Manager Ken Young – Support Services Manager Tom Rief – Personal Property Manager Introductions

  3. Allen Zing – Human Resource Manager Steve Hamman – IT Manager David Whiterell – CAMA Supervisor Uwe Hohoff – Chief Modeler Socorro Candelaria – Commercial Manager Cathe Cuneo – Commercial Manager Diane Skidmore – Commercial Manager Introductions

  4. Jennifer Kravik – Co-Land Manager Marita Lammie – Co-Land Manager Tim Holland – Residential Manager Armando Chavez – Residential Manager Craig Harmon – Appraiser Coordinator Frankie Woodard – Appeals Coordinator Introductions

  5. February 22, 2013 – Mailed out the 2014 Notice of Values April 23, 2013 – Filing Deadline to the assessor’s Office June 15th – Rejections after this date need to be filed directly to the State Board of Equalization August 1st – Internal Deadline to have completed all meetings August 15th – Deadline for the Assessor to mail out the decisions on the appeals Date Deadlines

  6. Please no Highlighted areas on the appeal forms The scanners pick up the highlight (even the yellow) This process blurs the writing and is very difficult to read. Appeals with Highlighted Areas

  7. Example of Highlighted Areas

  8. Prior to entering into the System • Reviewing for all deficiencies up front • Rejection letter should cover all concerns • 15-day return date on all rejects • Note this early process does not negate a second rejection. • Anticipating catching 90% of all reject concerns Rejection Process

  9. Incorrect tax year of the form Signature(s) missing Missing Agent Authorization Form Missing supporting evidence the Appeal Basis Parcel was not Noticed Duplicate appeal (the procedure is to accept the first one entered into the appeals system) Primary Reasons for a rejection

  10. Under the market approach, including the full cash value of at least one comparable property in the same geographic area or the sale of the subject property. Market Approach 42-16051.2

  11. Under the cost approach, including the cost to build or rebuild the property plus the land value. Cost Approach 42-16051.3

  12. A. Petition that is filed with the assessor, based on the income approach to value, shall include income and expense data relating to the property for the three most recent consecutive fiscal years of the petitioner ending on or before September 30 of the previous year. If the income and expense data are not available to the petitioner, the petitioner shall file with the petition such income and expense data as are available. Income Approach 42-16052

  13. B. If a petitioner under this article uses the income approach to determine valuation, the petitioner, an officer of a corporate petitioner, a general partner or a designated agent shall file a sworn affidavit under penalty of perjury that the information contained in the petition is true and correct to the best of the petitioner's knowledge. Income Approach 42-16052

  14. The petition may include more than one parcel of property if they are part of the same economic unit according to department guidelines or if they are owned by the same owner, have the same use, are appealed on the same basis and are located in the same geographic area, as determined pursuant to department guidelines, and are on a form prescribed by the department • Different types of property must be filed separately: • IE. Residential, Commercial, Land, Agricultural , Exemptions must be filed on a separate petition Multiple Parcel Appeals 42-16051.C

  15. This process does not appear to have the same value now that all meetings are held downtown. We are planning to schedule an agent or agency for the day in a meeting room. Our staff will come to that room for your appeals. Scheduling matrix

  16. The Depot is primarily for the following: • Residential • Exemption • The Administration Building (A210) • Commercial • Agricultural/Land • Mobile Home The meeting room Assignments

  17. Questions Thank You

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