The AI that does the property tax grunt work.
Levy pulls your county BPP notices, works through the spreadsheets, cleans up the asset register, claims every exemption and prepares the appeal or return. Then a Reserve Tax Group professional checks the work, you approve it, and RTG files it.
Below is a full run on one Texas location, start to finish. Watch where Levy works alone and where it stops for a person. Prepared by AI. Filed by experts.
Preferred vendor to Burger King® and its franchisees
The spreadsheet work, done before you ask.
Reads every notice
Assessment notices, value notices and tax bills, for every parcel and location you own. Levy pulls out the value, the deadline and what changed from last year.
Checks the value
Reserve’s valuation model compares each assessment with market evidence, so over-assessed properties are flagged with a dollar figure, not a hunch.
Cleans the register
For personal property, Levy finds the ghost assets: equipment you sold, scrapped or replaced, leased gear the lessor reports, and items already taxed with the building.
Prepares the filing
Exemptions applied, evidence attached and the appeal or return drafted on the right form, with every change tied to the document that proves it.
Two checkpoints. Every filing.
Agentic does not mean unsupervised. Levy is built to stop and wait for people, and it never sends anything to a county by itself.
An expert reviews it
A Reserve Tax Group property tax professional checks Levy’s work line by line, with the same sources Levy used.
You approve it
You see every change and every dollar before you e-sign. If you say no, nothing moves.
Reserve Tax Group files it
We file as your authorized agent and save the confirmation. Levy goes back to watching for the next notice.
Big-firm rigor, without the spreadsheets.
| The job | Traditional consultant | Reserve, with Levy |
|---|---|---|
| Which properties to appeal | The largest few, picked by hand | Every parcel scanned and ranked |
| Asset register cleanup | Rolled forward from last year | Reviewed line by line, every year |
| Evidence | Built in spreadsheets per case | Prepared automatically, checked by an expert |
| Deadlines | Tracked in a shared calendar | Watched for every parcel and location |
| Where things stand | Status emails | A live tracker you can open any time |
| Fee | 25 to 35% of savings | Subscription plus 18% of savings |
What people ask about Levy.
Does Levy file returns or appeals on its own?
No. Levy prepares the work. A Reserve Tax Group property tax professional reviews it, you approve it, and Reserve Tax Group files it as your authorized agent. Nothing reaches a county without both checkpoints.
Is Levy a chatbot?
No. Levy is an agentic AI. Instead of answering questions, it works through a job step by step: reading notices, editing your asset register, building evidence and drafting the filing, then stopping for people at the checkpoints.
What can Levy work on?
Real property assessment appeals in all 50 states, business personal property returns starting with the 2027 filing season, and the deadline and tax bill tracking behind both.
How do I see what Levy changed?
Every change is logged with the document that supports it, such as the invoice, lease, disposal record or county record. Your reviewer and you see the same trail before anything is filed.
What does Levy need from us?
Your locations, your fixed asset register for personal property, and a signed agent authorization so Reserve Tax Group can file for you. Messy registers are normal. Cleaning them up is part of the job.
How is Levy priced?
Levy is included. Reserve is an annual subscription plus 18% of the appeal savings we deliver, with no separate charge for the AI.
Put Levy on your portfolio. Free scan first.
Send your parcels or locations. Levy flags what is over-assessed and what you are paying tax on that you no longer own.