Reserve Tax AI
#1 Property Tax Software · #1 Agentic AI TaxTech500 · 2026

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 18% on wins · vs 25-35% Filed by licensed counsel
Portfolio scan
Cypress Sunbelt Residential
scan complete
121
Parcels scanned
50
In appeal
Current assessment vs AVM target
$2.667B → $2.649B −$17.9M
Assessed +0.7% above market across 9 jurisdictions, TX
Projected annual savings
$987,122 / yr
Net $809,440 to you after our 18% fee
The company

Reserve Tax AI is a technology company focused on identifying and challenging over-assessed property tax portfolios using advanced artificial intelligence. Instead of relying on manual spreadsheets, the platform scans every parcel, flags potential over-assessments, and manages appeals from start to finish. The solution is supported by senior counsel to help ensure quality, compliance, and strong case outcomes. Reserve Tax AI serves clients nationwide, helping organizations reduce tax burdens and improve portfolio performance and reporting.

$1B+
in property value scanned through our AVM
3,000+
assessing jurisdictions covered nationwide
Commercial · Industrial · Multifamily · Retail
Recognized by TaxTech500

Two-time Winner, July 2026

TaxTech500 Winner: Property Tax Software (commercial and residential property tax), July 2026
Property Tax Software
TaxTech500 Winner · 2026
TaxTech500 Winner: Agentic AI Platforms for property tax reductions, July 2026
Agentic AI Platforms
TaxTech500 Winner · 2026
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.

Upload your portfolio. The AI scans every parcel, flags over-assessment, and licensed counsel files the appeal. Under 7 minutes of your time, then we handle the rest.

Step 01 · ~5 min

Upload

Drop in a spreadsheet, rent rolls, or county exports. Nationwide, all 50 states.

Step 02 · minutes

Scan

The AVM models every parcel against market value and flags over-assessment with a confidence score.

Step 03 · you authorize

Appeal

Reserve Tax Group, licensed counsel, drafts the evidence and files the assessment appeal.

Step 04 · result

Settle

Status flows back the moment the board rules. We invoice only on the reduction we won.

AI scanning & AVM

An automated valuation model built on assessor rolls, comparable sales, and income data finds property tax over-assessment across commercial, multifamily, industrial, retail, and office portfolios. See the dashboard

Appeal pipeline

Every assessment appeal tracked from drafted to filed to settled, with evidence packages, e-signatures, and a direct line to counsel per parcel. See the pipeline

Data direct from tax authorities

Assessed values, certified tax rolls, and appeal deadlines read straight from county assessors and appraisers, refreshed as rolls certify and notices mail. How we source data

Why we win more

Every win trains the next one.

Reserve’s machine learning models are trained on successful commercial property tax appeals: the comparables, evidence, and arguments that actually won reductions in front of real assessors. Every appeal Reserve Tax Group wins feeds back into the AVM, so the platform keeps learning what moves each county assessor and each jurisdiction. The more we win, the sharper the next filing gets, a compounding accuracy advantage traditional property tax firms cannot match.

Trained on winning appeals

The automated valuation model learns from real property tax reductions that cleared, not theory. Every valuation is anchored to comparables and assessment appeals that have held up before county boards and value adjustment boards.

Assessor-level intelligence

Because Reserve tracks what persuades each assessor and jurisdiction, every appeal is built around the evidence that specific office responds to, across multifamily, industrial, retail, and office property tax.

A compounding win rate

Each reduction Reserve secures makes the next filing smarter. The property tax appeal success rate climbs as the dataset grows, so owners who join now inherit every win that came before.

Who it’s for

Built for owners of income-producing property.

Multifamily and residential, industrial, retail, office, mixed-use, hospitality. If it generates income and pays property tax, Reserve audits it for over-assessment and pursues tax reductions. 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
Live now · Nationwide · Florida live

See your exposure.

Upload your portfolio and Reserve scans every parcel, flags where you’re over-assessed, and files appeals through licensed counsel. Start with a free exposure scan, no commitment.

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

See your exposure

Tell us about your portfolio and we’ll come back with your estimated over-assessment and appeal upside, then a 20-minute portfolio fit conversation.

  • ✓ Free exposure scan across every parcel you own
  • ✓ Over-assessment and appeal upside quantified up front
  • ✓ Appeals filed by Reserve Tax Group, licensed counsel
  • ✓ Annual SaaS + 18% on wins, no retainers, no card to start
Free to start. No card required. Every account begins with 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 start. We’ll follow up with your exposure estimate and an invitation to a 20-minute portfolio fit conversation.

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