Florida Statutes empower the Board of Directors to authorize a joint administrative appeal of the real estate tax assessments for all units. Each unit owner is notified of the Board's action and has the right ot opt out. The unit owners are individually invoiced if tax savings result based on the agreed to contingency fee with the Board. The joint petition filing has many advantages including protecting the appeal rights of many unit owners who are not in residence during the limited appeal filing period of approximately mid-August through mid-September. Further, there is "power in numbers" and PTA works closely with the management in developing the appeal case. PTA also sends information requests forms to every unit owner requesing any information that would help in presenting the case for lower assessments. We are also available to each unit owner regarding related ad valorem tax issues related to homestead, other properties they might own, obtaining tax refunds, etc.
We have obtained significant ad valorem tax relief through this form of representation since 1994. Many of our original clients are still with us.
We also represent many individual unit owners as well.
Fisher Island Residencies - Retained by most unit owners, the Fisher Island Club and the Developer since 1994. We have successfully obtained significant tax refunds.
Williams Island - Retained by most unit owners since 1994, and, the Club facilities since purchased by the unit owners since 2004 (pictured).
Majestic Condominium at Bal Harbour - Originally retained by the Developer to reduce the land assessment while the property was under construction. Negotiated additional tax savings on behalf of the unit owners based upon the building not being substantially complete as of the assessment date. Additional relief obtained in subsequent years..