Homeownership Tips January 1, 2024

Disputing Tax Assessments in Butler County, Ohio: Navigating the First 90 Days

As the new year begins, homeowners in Butler County, Ohio, may find themselves facing the daunting task of disputing their taxes. Whether it’s an error in assessment, an overlooked deduction, or a need for clarification, the first 90 days of the year offer a window to address these concerns.

  1. Understand Your Assessment:

Before diving into the dispute process, it’s crucial to understand your property assessment. This information is typically available on your property tax statement or can be obtained from the Butler County Auditor’s office. Review all details, including property value, exemptions, and any other relevant information.

  1. Gather Supporting Documents:

Collect all relevant documents that support your case. This may include recent property appraisals, photographs highlighting discrepancies, or any documentation proving your eligibility for specific tax credits or deductions. Having a well-organized file will strengthen your argument during the dispute.

  1. Contact the Butler County Auditor’s Office:

Reach out to the Butler County Auditor’s office within the first 90 days of the year. Provide them with a detailed explanation of the issues you’ve identified and submit your supporting documents. You can contact the office through their website, by phone, or in person.

  1. Request a Review:

If your concerns are related to property assessment, request a review by the county auditor. This involves a reassessment of your property to ensure accuracy. Be prepared to present your evidence and articulate your case clearly during this process.

  1. Consider Mediation:

In some cases, disputes can be resolved through mediation. The Butler County Auditor’s office may provide mediation services to help facilitate a resolution between you and the tax assessor. This can be a more collaborative and efficient way to address discrepancies.

  1. File a Formal Appeal:

If your concerns are not addressed through the review or mediation process, you have the option to file a formal appeal. The Board of Revision in Butler County oversees these appeals. Ensure that you meet all deadlines and provide a compelling case with your supporting documentation.

  1. Disputing Tax Proration:

If your dispute involves tax proration, ensure that you have documentation supporting your claim. Tax proration typically involves a division of property taxes between the buyer and seller during a property transfer. If there is a disagreement, provide clear evidence of the correct proration calculation and submit it with your appeal.

  1. Submit Appeal by March 31st, 2024:

Keep in mind that the deadline for filing your appeal is March 31st, 2024. Ensure that all necessary documentation is submitted by this date to be considered in the current tax year.

  1. Consult with Your CPA and Attorney:

Throughout the dispute process, it’s advisable to consult with a Certified Public Accountant (CPA) for personalized tax advice and an attorney for legal advice. A CPA can provide valuable insights into the tax implications of your specific situation, offer guidance on documentation, and ensure that you’re making informed decisions. An attorney can provide legal expertise to navigate any complex legal issues that may arise during the dispute.

  1. Attend a Board of Revision Hearing:

If your appeal moves forward, attend the Board of Revision hearing prepared to present your case. Be concise, focused, and provide any additional information requested by the board. This is your opportunity to state your case in person.

  1. Await a Decision:

After presenting your case, the Board of Revision will make a decision. Be patient during this process, as it may take some time. Once a decision is reached, you will be notified of the outcome.

Disputing your taxes during the first 90 days of the year requires diligence, organization, and effective communication. By understanding the assessment process, gathering supporting documents, and navigating the available channels, you increase your chances of a successful resolution. Remember to stay proactive and seek professional advice from both your CPA and attorney. Act promptly to meet the March 31st, 2024 deadline and ensure your dispute is considered in the current tax year.

***This information is provided for educational purposes only and should not be construed as financial or legal advice. Always consult with qualified professionals, such as an attorney and CPA, for personalized guidance based on your specific situation.