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Taxpayer Rights Advocate releases 2023'24 annual report: exclusions and disaster guidance top cases
Summary
The Board's Taxpayer Rights Advocate office reported 329 completed property-tax cases in fiscal 2023'24, with 35% involving exclusions from reassessment (parent-child transfers and senior base-year transfers); the report includes a disaster-relief information guide and district-level breakdowns.
Lisa Thompson, chief of the Board's Taxpayer Rights Advocate (TRA) Office, presented the TRA's 2023'24 annual report to the Board on Feb. 19 and summarized casework and new outreach materials.
The report matters because the TRA serves taxpayers who encounter valuation or administrative problems in the property-tax system and can recommend policy or form changes to improve compliance and fairness.
Thompson said the TRA completed 329 cases in fiscal 2023'24, all property-tax matters. By district the report shows 27% of completed…
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