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Kim Purnell

Kim Purnell

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CLIENT RESOURCES

What is Property Tax Audit and what's involved with such an audit?

What is Property Tax Audit and what's involved with such an audit?

A property tax audit is a process of collecting and verifying data related to the taxability, situs, and value of property for property tax purposes¹⁴. It may involve an inspection of the property and/or an examination of the ownership, occupancy, rental and accounting records of the taxpayer¹⁴. 


A property tax audit can be conducted by the state or local tax authorities to ensure compliance with tax laws and to assess the accuracy and fairness of the property tax returns²⁴. 


A property tax audit can also be conducted by an independent firm to help taxpayers identify tax saving opportunities and reduce their property tax liabilities²³.



(1) Assessors' Handbook Section 506, Property Tax Audits and Audit Program. https://www.boe.ca.gov/proptaxes/pdf/lta14042.pdf.

(2) IRAS | Property Tax Audits by IRAS. https://www.iras.gov.sg/taxes/property-tax/tax-compliance/property-tax-audits-by-iras.

(3) Property Tax Services | Tax Services | Valuation | Services - Kroll, LLC. https://www.kroll.com/en/services/tax-services/property-tax-services.

(4) Business Personal Property Tax Audit - PVS. https://propertyvaluationservices.net/audit-tax/.

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Florida

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[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1-800-MEDICARE to get information on all of your options. By providing your contact information for quote requests for material downloads, you grant permission for licensed insurance agent, identified here, to call you regarding your Medicare options including Medicare Supplement, Medicare Advantage, and Prescription Drug Plans.

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A Licensed Agent/Advisor May Contact You. Consult your legal, tax accountant, financial and insurance professional for more advice. Any voluntarily submitted or collected information is used solely for the purpose of insurance underwriting and price quotes and not sold or used for any other marketing or solicitation purpose. Not affiliated with CMS, Medicare or any other federal and state agency. Content on this site is not intended to provide legal, accounting or tax advice.

Adaptive Marketing Group, LLC

898 Glendale Ave Palm Bay, FL 32907

Florida

A000000

[Mobile Phone]

321-327-9049

Insurance & Retirement Planning Specialist

Kim Purnell

FINRA, or the **Financial Industry Regulatory Authority**, is a self-regulatory organization that oversees the brokerage industry. FINRA has rules and guidance on disclosure in advertising and other communications with the public ?.

FINRA encourages members to be precise and succinct in their explanations and disclosures. Members often include in their communications disclosures that are not required by the rules, and FINRA does not object to additional explanations or information beyond what is required for rule compliance ?.

You can learn more about FINRA's rules and guidance on disclosure from their website ?.

Source: Conversation with Bing, 6/28/2023
(1) Regulatory Notice 19-31 | FINRA.org. https://www.finra.org/rules-guidance/notices/19-31.
(2) Advertising Regulation | FINRA.org. https://www.finra.org/rules-guidance/key-topics/advertising-regulation.
(3) Disclosure Report Cards | FINRA.org. https://www.finra.org/compliance-tools/report-center/disclosure.

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