Sacramento Homeowners Must File a Property Tax Appeal to Get a Tax Refund

Sacramento homeowners have until November 30th,Santa Clara------- 9/15/08---------- 9/15/08
2008 for a Formal appeal and December 1st, 2008 forVentura----------- 11/30/08--------- 12/31/08
an informal appeal.
Under proposition 8, homeowners are entitled to aWhile informal appeals should be your first step, you
temporary reduction in their property taxes due to ashould also file a formal property tax appeal if the
decline in property value. This reduction is only availableAssessor’s response will not be known before the
if your assessed value is more than the market valueformal appeal deadline. Unless you file a formal appeal,
of your home as of January 1, 2008.then you’ll have to accept the Assessor’s
Homeowners in Sacramento only have until Novemberopinion. With a formal appeal “Request for
30th, 2008 to request a formal property tax appeal orChanged Assessment”, you’ll have the
December 1st, 2008 to ask for an informal propertyadvantage of an independent review by either a
tax appeal. The confusion about appeal dates stemsHearing Officer or the Assessment Appeals Board.
from the differences between the formal and informalGenerally, it makes sense to request a Hearing Officer
process for a property tax reduction. The informaland not go through the formalities of the Assessment
appeal is handled through each County’sAppeals Board for a residential property appeal.
Assessor’s office. This is the most expeditiousThe disadvantage of a formal appeal is that it will take
means of appealing your property’s assessedlonger, estimated to be at least 6 to 9 months.
value. There is a form used to prepare a Prop. 8However, you don’t have to go on to the formal
temporary reduction in value request. Generally, youappeal if you can reach agreement with the Assessor
supplement this form with comparable sales from yourbefore the hearing. If you reach agreement with the
neighborhood that will be evaluated by the Assessor. IfAssessor or if you go to the Hearing and a lower
a reduction is granted, then you’ll get refund or avalue is granted, you will get a refund with interest.
smaller property tax bill.Since all formal appeals must be filed by November
Since the process is informal, the published dates are30th, 2008, you should consider filing both appeals at
not locked in stone and vary considerably by County.the same time. This process can be completed very
As you can see from this chart (most populousquickly by using our electronic property tax appeal
Counties), practices for informal property tax appealsservice where Comparable Sales and formal and
vary widely from Orange County which locked theinformal appeals are ready to mail in minutes for only
doors at the end of April, 2008 to Alameda where the$29.99.
doors are open until the end April, 2009. On the otherNo surprise, but home buyers from 2003 forward
hand, formal appeals are due by November 30th, 2008.have the best opportunity for a property tax reduction.
 First American LoanPerformance says “California
County Assessment appeal Filing Periods For 2008was the nation’s worst housing market with prices
County-- Formal Process Deadline---- Informal Processfalling at a 24.37% annual rate as of late April.
DeadlineCalifornia has held this dubious distinction since May
Alameda---------- 9/15/08----------- 4/10/09‘07.” What this suggests is that recent
Contra Costa----- 11/30/08--------- 12/31/08homebuyers should, on average, expect a similar
Fresno----------- 11/30/08--------- 12/31/08reduction in their property tax bill.
Los Angeles------ 11/30/08--------- 12/31/08By now homeowners received a notice with the
Orange----------- 9/15/08----------- 4/30/08assessed value of their property from the Assessor.
Riverside---------11/30/08---------- 9/1/08Homeowners have until November 30th to file a
Sacramento------- 11/30/08---------- 12/1/08formal appeal and December 1st, 2008 to file an
San Bernardino--- 11/30/08---------- 11/30/08informal appeal. There will be a crush of property tax
San Diego-------- 11/30/08---------- 5/30/08appeals filed at the last minute in November, making it
San Francisco----- 9/15/08---------- 8/15/08desirable to get in line well before the final due date.