Florida's Save Our Homes benefit can be worth six figures in a divorce settlement, and an over-assessed property can mean years of excess tax bills. We help homeowners and business owners in Palm Beach County with portability analysis, residential appeals, and commercial appeals.
Palm Beach County stretches from West Palm Beach and Boca Raton along the coast to large agricultural and rural areas in the western part of the county. That range of property types and values means the Save Our Homes benefit, and the portability question in a divorce, can look very different depending on where the marital home is located.
Coastal cities such as West Palm Beach, Boca Raton, Delray Beach, and Jupiter have seen significant appreciation, often creating a wide gap between assessed and market value for homesteaded owners. Whether you're dealing with a coastal condo, an equestrian-area property, or a home further west, we tailor the portability and appeal analysis to your specific area.
If one spouse is keeping the homestead, or the home is being sold and both parties are starting over, the accumulated Save Our Homes benefit needs to be identified and valued before the settlement is finalized. We calculate the portability value, the annual tax savings, and what happens if the homestead is abandoned.
Submit your Palm Beach property address and we'll tell you whether a meaningful Save Our Homes / portability benefit exists, at no cost. If it's worth a full written report, the analysis is $1,250.
Every August, Palm Beach County property owners receive a TRIM notice showing the proposed assessment for the coming tax year. If that number looks too high, there's a limited window to challenge it with the county's Value Adjustment Board.
The Palm Beach County Property Appraiser's Office mails TRIM notices (Notice of Proposed Property Taxes) in mid-to-late August, showing your proposed assessed value and the deadline to petition the Value Adjustment Board for that tax year.
Value Adjustment Board petitions in Palm Beach County must be filed within 25 days of the TRIM notice mailing date. We review your notice, compare it against recent sales in your area, and let you know whether filing a petition is likely to be worthwhile.
Palm Beach County tax bills reflect county, municipal, school, and special district millage, which varies widely between cities such as Boca Raton and West Palm Beach and the unincorporated parts of the county. We use your property's actual taxing district when calculating the value of portability or a potential appeal.
Your assessed value, exemptions, and TRIM notice details are on file with the Palm Beach County Property Appraiser's Office (PAPA). Use their property search tool to look up your parcel before requesting a review.
Free check or a $1,250 written portability valuation report for settlements.
TRIM notice review and Value Adjustment Board petition support for homeowners.
Data-driven VAB petitions for commercial property owners and investors.