PROPERTY TAX EXPERTS, INC.
Licensed Real Estate Broker CQ 0270685
950 South Pine Island Road Suite A-150 Plantation FL 33324• (954) 981-8332 • Dade (305) 937-0525 • Fax (954) 389-4867
Email: steven.housman@prptytax.com • Website: www.prptytax.com
March 23, 2016
Property owner
RE: NEEDED DOCUMENTS
Dear Property Owner:
Thank you very much for the opportunity to assist you in lowering your 2015 Ad Valorem real estate assessment.
In order for us to perform the quality work that is required of us, I must ask you for documents that are needed to analyze
your property. Some of these documents listed below do not apply to your type of property. However, try to send us as
many of these items as possible. Value Adjustment Board hearings start from approximately late October 2014 through the
2014. Your hearing date maybe scheduled in October 2014 or later on in the following year. Supplying the necessary data
ahead of time will ensure enough time to prepare for your hearing.
THE FOLLOWING DOCUMENTS OR ITEMS LISTED BELOW WILL GIVE US VERY VALUABLE INFORMAITON.
REMEMBER, IT IS THE MARKT SALES OF LIKE KIND PROPERTIES AND THE ECONOMIC AND OR MARKET
CONDITIONS OF YOUR PROPERTY FOR THE FULL YEAR OF 2013 UP THROUGH JANUARY 1, 2014:
PLEASE REDACT OR DELETE YOUR SOCIAL SECURITY NUMBER ON ANY DOCUMENTS YOU SUBMIT.
1.
PURCHASE INFORMATION: Copy of purchase and sale agreement and or option to purchase; closing statement of
purchase (if purchased after January 1, 2014).
2. APPRAISALS made on the subject property during the time period of January 1, 2014 to the date of the Value Adjustment
Board hearing for the 2014 assessment. Any opinion of value letters in connection with obtaining mortgage financing
3. CURRENT OR EXPIRED REALTOR LISTING FACT SHEET SHOWING THAT THE SUBJECT PROPERTY HAS
BEEN ACTIVELY MARKETED FOR SALE OR LEASE; OR OFFERS AND OR EXECUTED PURCHASE AND
SALES CONTRACTS.
4. Any feasibility or market analysis.
5. Copy of a typical lease, 2013 rent roll, lease details, income and expense projections for the investment holding period.
Landlord concessions, all tenant contributions to operating expenses (C.A.M.). Required tenant improvements to property.
6. 2012 FEDERAL INCOME TAX RETURNS related only to the property. Federal Tax Returns (with it accompanying
Schedules), such as, if applicable, I.R.S. FORM 8825 – RENTAL REAL ESTATE INCOME AND EXPENSE OF A
PARTNERSHIP OR AN S CORPORATION; OR A SCHEDULE E (FORM 1040 SUPPLEMENTAL INCOME AND
LOSS STATEMENT OR 1120 FORM – U.S. CORPORATION INCOME TAX RETURN; FLORIDA TANGIBLE
PERSONAL TAX RETURN.
7. Certified financial statements (applicable to the subject property); Profit and Loss Statements (P & L statements);
accountant notes or schedules.
8. Multi-family rentals – a complete 2014 rent roll ending or about January 1, 2014 including apartment size and bedroom
configuration, landlord concessions and detailed operating expense breakdown and copy of typical lease.
9. COMMERCIAL PROPERTIES such as warehouses, offices, retail and wholesale stores or shopping centers types; a
complete 2012 rent roll ending on January 1, 2015 including rental rate per sq.ft. of leasable area, lease origination and
expiration dates (with renewal options), all tenant contributions to operating expenses; all percentage and overage rents
with operating expense breakdown and a copy of a typical lease
10. a. Easements or reservations
b. Deed restrictions and covenants that limit the use of the property.
c. Non-conforming use
d. zoning restrictions or variances
Property Tax Reductions for:
La nd • C omm ercial/I nd ustr ia l • P er sona l P r op er t y • C onta m ina t ion Pr ob lem s • Apar tm e nt B uild ings • Hot els / Mot e ls
AFFILIATION: National Society of Environmental Consultants • The Commercial Industrial Association Of So. Florida
International Association of Assessing Officers • Florida Association of Property Tax Professionals
Page-2
10.
e. Encumbrances
f. Any declarations (e.g. Declaration of Condominium)
g. Contracts
h. Special Assessments or Les Pen Din liens
i. Ownership type of interest in property.
j. Map references/property sketch/copy of survey
k. Photographs and or aerial photographs
l. physical attributes to property (triangular shape vs. rectangle shape land)
m. Architectural and engineering drawings or reports.
n. Construction cost data
o Special financing arrangements
p. Environmental audit phases I-III as applicable
q. Any other governmental restrictions that limit property use (e.g. environmental remediation)
r. Restrictive Covenants for wetlands or moratoriums
s. P.U.D. agreements, ordinances, resolutions
t. Any and all written documents, including but not limited to insurance adjusters damage reports, itemized
contractor repair estimates, other reports such as fire, police, mold or contamination
11. Pictures of excessive physical deterioration, external or environmental deterioration that adversely affects the value of the
property.
The enumerated items above are many, however, send only the items that are
applicable to your property.
Thank you very much for your attention and business. Any questions please call or send me an email.
Yours Truly
PROPERTY TAX EXPERTS, INC.
Steven N. Housman