Tax Exemption Management

• Analysis

  In line with our commitment to delivering exceptional value, we begin with a comprehensive analysis of your property to assess its eligibility for the Live Local Tax Exemption. This initial phase is designed to uncover every potential avenue for tax savings, ensuring your property is positioned to take full advantage of the benefits offered under the Live Local Act. Our team brings deep legislative insight and market expertise to deliver a tailored evaluation that sets the foundation for long-term success.

• Exemption Management

  Upon a favorable analysis, we take the helm of the entire application process for the tax exemption. This phase involves the meticulous preparation of market studies, quarterly compliance reports, and active liaison with Florida Housing, on-site management, and local property appraisers to facilitate a smooth and successful application.

Income Verification

Accurate income verification is a cornerstone of securing and maintaining the Live Local Tax Exemption. Our team oversees this process end-to-end, ensuring each unit claimed under the exemption is supported by tenant documentation that meets statutory and local requirements. We utilize Vaulter, our proprietary software, to streamline the collection and review of tenant income documents—including pay stubs, W-2s, and tax returns—while maintaining the highest standards of privacy and efficiency.

This process includes drafting and executing lease addenda, obtaining signed affidavits, and, where required, submitting IRS 4506-C forms for direct tax transcript requests. With Miami-Dade and other jurisdictions rejecting exemptions due to incomplete income documentation, we take a proactive approach to ensure every file is audit-ready.

Our income verification service is designed not just to qualify your property for year-one benefits, but to maintain eligibility over time—protecting your savings and reducing your administrative burden.

Entitlement through the Live Local Act

• This service is dedicated to assisting property owners in navigating the process of obtaining entitlements under the Live Local Act. Our hands-on experience with this legislation is augmented by our trusted network of third parties, including attorneys, architects, engineers, consultants, and government staff, all of whom play a crucial role in ensuring compliance and maximizing the benefits offered by the Act.