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Assessment and Appeals

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Body: 

Initial Reviews / Appeal Recommendations

 

Deliverable

Recommendation to appeal or not appeal.

Specific duties and activities would include:

  1. Assume carriage of outstanding appeals (if any) and/or initiate appeals and/or tax relief applications under the relevant governing legislation.
  2. As necessary, gather required documentation and supporting evidence to complete tax applications and/or gather sufficient information to support valuation positions for review with assessment authority.
  3. Complete taxation analysis to determine assessment: savings variance.
  4. Obtain regular assessment records from the jurisdictional assessment authority and review same to determine correctness of the regular assessments.
  5. Undertake analysis of valuations and tax classifications of the regular assessments by jurisdiction.
  6. Report findings of the review and recommendations to the client on whether to pursue appeals against assessments.
  7. If further appeal/request for reconsideration work is recommended, AEC will provide fee budget options and estimated tax savings of same.

Where recommendation is Yes, file appeal:

  1. Determine client’s reporting requirements for what is required to review and accept recommendations.
  2. Where client acquires assets mid-cycle, we would, upon client approval, complete an initial review covering the first period of ownership by the client.

Property Tax Appeals: Appeal Continuance / Representation / Tracking

 

Representation is by AEC Property Tax Inc. with the exception of Ontario where representation is by AEC Paralegal Professional Corporation, as per Law Society of Upper Canada legislation.

Deliverable

Specific duties and activities would include:

  1. Participate in various procedural and administrative matters before the assessment authority boards.
  2. Negotiate a settlement with assessment entity.
  3. Appear before tribunal to argue value; or
  4. Recommend withdrawal based upon new evidence or circumstantial position at time hearing.
  5. Track resolution of each complaint filed with Assessment Review Board and report to client.

Ontario Only: Vacancy Rebates / Municipal Tax Applications

 

Deliverable

Specific duties and activities would include:

  1. Research and gather information from client staff annually to determine eligibility for rebate application as it pertains to Municipal Tax Applications and Vacancy.
  2. Conduct site inspections to establish claim.
  3. Populate and submit filings to respective municipalities.
  4. Respond to municipal requests for additional information and/or inspection.
  5. Verification of receipt of refund with municipality.

In the event client wishes to challenge an application’s result via appeal, AEC proceeds towards Appeal Continuance service.

Tax Refund Tracking

 

Deliverable

Specific duties and activities would include:

  1. Work with client’s accounting staff to ensure all eligible refunds and/or credits resulting from assessment appeals and/or rebate applications are realized by client.

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