How It Works

A clear path to the exemption

The Live Local Act exemption rewards precision. Our engagement is built around it — a short, low-commitment start to confirm the opportunity, followed by careful filing and the year-over-year compliance that keeps the benefit in place.

  1. 01

    Assess & size

    A short call or desktop review is usually enough to tell whether an asset is a candidate — and roughly what the exemption is worth. We review the unit mix, rents, AMI levels, and completion timeline against the statute, and give you a grounded read before any commitment.

  2. 02

    Prepare & certify

    We assemble the exemption application and the supporting income and rent certifications, aligned to the specific county property appraiser's requirements. Getting the package right the first time is what avoids a lost year.

  3. 03

    File

    We file directly with the county on your behalf within the annual window, track deadlines, and handle appraiser correspondence end to end — so nothing slips through an administrative gap.

  4. 04

    Maintain

    Qualification is re-established every year. We recertify rents, occupancy, and documentation and refile on schedule, keeping the record defensible so the exemption survives audit and renewal.

How we're compensated

Engagements are typically structured as a fixed fee for the initial eligibility assessment, and then as a success-based structure tied to the tax savings achieved. You get a clear, contained cost to find out whether the exemption is worth pursuing, and our incentives stay aligned with the result thereafter.

Assess a Property About the Exemption