A Philadelphia property-tax-appeal case rests on a simple evidentiary spine: the property's current OPA assessment, a set of genuinely comparable recent sales that show it's over-assessed, and a BRT-ready packet that presents them. None of that is secret — the OPA record and the deed data are public. But assembling it by hand means pulling the live assessment, hunting for comparables that will actually hold up, filtering out the non-arm's-length transfers, and formatting the whole thing for the Board of Revision of Taxes. For a firm doing this at volume, that assembly time is the single biggest cost per client.
When intake is expensive, a practice can only afford to take the clearest, highest-dollar cases. The marginal appeal — the one where the over-assessment is real but modest — gets turned away, even though the client would benefit and the firm would earn. Lowering the cost of the first, mechanical 80% of every case changes which cases are worth taking at all.
The legal judgment is the valuable part. The record assembly in front of it is just a tax on getting there — and it's the part that scales badly.
TaxAssessmentIQ pulls the live OPA record for a parcel, assembles real comparable sales, screens out the $1 family transfers and other non-market deals, tells you whether an appeal is worth filing, and generates a BRT-ready packet. For an intake workflow, that turns a paralegal's afternoon into a few minutes of review: the evidence is built, the associate checks it and applies judgment, and the marginal case becomes economical to take.
TaxAssessmentIQ assembles and explains the public record; it doesn't render a legal opinion or file anything for you. The comparables and the packet are a starting point your team reviews and stands behind. Every figure is sourced back to the record it came from, so it's verifiable — but the strategy, the argument, and the filing stay with the firm.
Boutique and mid-size firms running property-tax-appeal practices, real-estate attorneys who handle assessment challenges as part of a broader book, and tax consultants who want a consistent, defensible intake process instead of an ad-hoc portal tour for every new client.