Florida 2026 season is open. TRIM notices arrive in August, the appeal window closes 25 days later. First 10 portfolios lock the reserved rate Get your Florida parcels analyzed →
Reserve Tax AI
Reserve Tax AI · Commercial property tax, automated.

Your portfolio is over‑assessed.
We’ll prove it.

70% of U.S. commercial parcels are over-assessed. Most owners never appeal.

Reserve Tax AI scans every parcel, flags every dollar of over-assessment, and orchestrates appeals end-to-end through licensed counsel.
Annual SaaS 15% on wins · vs 25-35% Filed by licensed counsel
Live portfolio · Marshall Holdings LLC
scan complete
Parcels
59
Scan time
3 min
Confidence
75%
Projected annual savings
$309,500
+75% since 2023
2023202420252026
Over-assessment
$10,598,612
↑ 8.0% over market
Flagged parcels
15 / 59
$309K opportunity
The problem

Property tax is the largest line item no one audits.

For most commercial real estate portfolios, property tax is the #1 operating expense, and the only one nobody underwrites at a parcel level. Every cycle, billions are quietly overpaid. The problem isn’t that owners don’t care. It’s that no tool was ever fast enough or precise enough to find it.

$14B+
Estimated annual over-assessment on U.S. commercial real estate, industry-wide.
#1
Largest controllable operating expense on a typical CRE income statement.
~70%
Of commercial parcels assessed above market at any given cycle.
<5%
Of those over-assessments are ever audited, let alone appealed.
How it works

Four steps. One outcome.

From spreadsheet to settlement in under 7 minutes of your time. Reserve handles the rest, end to end.

Step 01 · ~5 min

Upload

As easy as dropping in an Excel spreadsheet, plus any supporting documents you want to include (rent rolls, PDF assessments, county exports). Nationwide service in all 50 states.

Step 02 · ~1 min

Scan

Reserve Intelligence models every parcel against live market comps. Each gets a confidence score and an over-assessment estimate.

Step 03 · 1 click

File

You approve the slate; RTG counsel drafts, signs, and files the appeal in jurisdiction. You stay in the loop with full audit trail.

Step 04 · result

Settle

Status flows back the moment the ARB rules. You see the savings. We invoice only on the reduction we won.

The platform

Real product. Real data.
Real workflow.

Reserve Intelligence is the operating system underneath your tax appeals. AI scans every parcel, finds every dollar of over-assessment, and orchestrates filings end-to-end through licensed counsel.

Reserve Intelligence AVM - 59 parcels analyzed, 75% average confidence, trained on 41,847 parcels
01 Scan & quantify

Every parcel modeled. Net savings, after our fee, on day one.

The AVM runs your entire portfolio in minutes. Projected annual savings, gross opportunity, our 15% contingency, and your net, all calculated automatically. The math is visible before you authorize a single appeal.

Live projected savings · net of our 15% fee
Confidence-tiered: High / Medium / Low signal per parcel
Industry standard is 25-35%. You save the spread.
Dashboard hero: $309,500 projected annual savings, 39% appeal progress, savings trend +75% since 2023, Reserve charges 15% of realized savings vs industry 25-35%
Flagged parcels with over-assessment percentages, AVM confidence scores, and projected savings per parcel
02 AI-flagged opportunities

The AI does the work. You authorize.

Every over-assessed parcel surfaced with the over-assessment percentage, model confidence (0-1), and projected dollar savings. Sort by opportunity, filter by jurisdiction, and authorize appeals one at a time or in bulk. No more chasing parcels in spreadsheets.

Per-parcel over-assessment % surfaced explicitly
AVM confidence (0.85-0.95 range on flagged parcels)
One-click authorize. We file, you watch the receipts roll in
03 Executive exposure view

Board-ready exposure, at a glance.

The view your CFO, IC, and LPs all want from the same screen. Current assessment vs target market value, total over-assessment gap, appeal pipeline by status, and success probability ranked by confidence x over-assessment rate. Exportable as a signed audit report.

Current assessed vs target market · reduction gap quantified
Appeal pipeline by status: drafted, filed, reviewing, settled
Appeal success probability donut · bulk-draft high-prob appeals
Portfolio tax exposure summary with current vs target assessment, appeal pipeline by status, and success probability donut
Operational depth

Every layer of the workflow, in one system.

Analytics & Insights 04

Top opportunities, ranked by AI.

The eight highest-savings parcels surfaced automatically, with click-to-expand rationale. Historical win rate, projected savings, tax savings by year, and savings by asset class, all in one view.

Analytics insights: top opportunities, projected savings, historical win rate 80%, tax savings by year, savings by asset class
Appeal Pipeline 05

Every appeal, drafted to settled.

A live board of every active filing across your portfolio, organized by status. RTG counsel drafts, files, and represents. Statuses flow back automatically with confidence and projected savings on every card.

Appeal pipeline kanban view
Documents & Signatures 06

Every filing. Every signature. One audit trail.

Evidence packages drafted by Reserve Intelligence. Notices of Protest filed by RTG counsel. Tax assessment notices from the county. Everything tagged, timestamped, searchable, and exportable.

Documents and signatures workspace with evidence packages, notices of protest, and tax assessment notices
Messages 07

Direct line to counsel. Per parcel.

Every appeal has its own thread. Ask questions, approve filings, see the receipt the second it lands at the county. No more phone tag, no more email chains.

Messages dashboard with counsel
Plus much more.
These are the features available today. We're shipping more every cycle: Comps Analysis, Scenario Modeler, Appeal Risk Map, E-File Center, Workflow Tracker, Track Record, Industry Benchmark, Parcel Map, and more. Feature access varies by subscription tier, so different plans unlock different tools. See pricing.
Who it’s for

Built for owners of income-producing property.

Multifamily, industrial, retail, office, mixed-use, hospitality. If it generates income and pays property tax, Reserve audits it. Whether you own one building or one thousand, you get the same AI engine and the same licensed counsel.

Multifamily Industrial Retail Office Mixed-use Hospitality Self-storage Medical office
One platform, every profile
  • PE, REITs & institutions — parcel-level underwriting and a defensible audit trail for LPs.
  • Operators, sponsors & family offices — cut the #1 controllable opex line without growing your tax team.
  • Small portfolios & single-property owners — the same AI and counsel, no minimums.
  • Brokers & advisors — quantified tax savings in every pitch and asset review.
See who it’s for
Beyond software

Institutional reports, on demand.

Ten signed deliverables for the moments your portfolio needs documentation: acquisition, development, budgeting, audit, and disposition. AI-accelerated drafting with Reserve Tax Group’s licensed sign-off, delivered in hours.

Example · Most requested
24 hours

Pre-Acquisition Tax Diligence

For buyers underwriting before LOI. We model the reassessment-on-sale, run a 5-year forecast plus comparable analysis, and quantify appeal upside, signed by licensed counsel, back to you before your diligence window closes.

Explore all 10 reports
Launching late 2026 · Two ways to get in

Reserve Intelligence launches late 2026.

Join the launch list, or claim our Reserved rate: 30% off, white-glove onboarding, and locked-in pricing through 2027.

You’re on the list. We’ll be in touch shortly.
Option 1 · No commitment

Reserve your spot

Join the launch list. We’ll reach out in Q3 2026 with onboarding details and an invitation to a 20-minute portfolio fit conversation.

  • Early access when Reserve Intelligence goes live
  • First in line for portfolio onboarding scheduling
  • Updates on launch milestones and product previews
  • Locked-in priority when onboarding opens
Free to join. No commitment, no card. We’ll reach out in Q3 2026 with onboarding details and a 20-minute portfolio fit conversation.

Were you referred by an agent, broker, or existing customer? Enter their code so they get credit.

Free to join. We’ll reach out in Q3 2026 with onboarding details and an invitation to a portfolio fit conversation.

Save 30%
Option 2 · Limited capacity

Reserved rate

Lock in our Reserved rate with an annual commitment. 30% off your first year, white-glove onboarding, a direct line to our team, and price protection through 2027.

  • 30% off your first year: save up to $45K on Scale tier
  • Lock in 2026 pricing through 2027: no price increases for 12 months post-launch
  • Priority onboarding: white-glove, hands-on setup with our team
  • Direct line to the founder: Nathan available throughout onboarding
  • Limited onboarding capacity: secured by deposit or annual commitment
Reserved rate · limited capacity

Were you referred by an agent, broker, or existing customer? Enter their code so they get credit.

Submitting starts a conversation. We’ll confirm portfolio fit on a 20-minute call, then secure your rate with a deposit or annual commitment.

Strictly confidential. Read our privacy commitment ›