Get Full Government Meeting Transcripts, Videos, & Alerts Forever!
Taxpayer Rights Advocate releases annual report; TRA cites parent‑child exclusions and disaster relief as leading issues
Summary
The Board’s Taxpayer Rights Advocate office reported 329 cases completed in fiscal year 2023–24 and said exclusions from reassessment (parent‑child transfers and base‑year transfers for seniors) were the largest topic group; the TRA also published a disaster-relief information guide.
Lisa Thompson, chief of the Taxpayer Rights Advocate (TRA) office at the BOE, presented the TRA’s 2023–24 annual report to the board on Feb. 19 and highlighted case work, new outreach materials and several examples of taxpayer assistance.
Key figures and findings
- The TRA completed 329 cases in fiscal year 2023–24. The distribution of completed cases by equalization district: District 1 — 27%; District 2 — 30.2%; District 3 — 20%; District 4 — 20.1%.
- By case type, 70.5% of matters fell into valuation categories (change in ownership, decline in value, new construction,…
Already have an account? Log in
Subscribe to keep reading
Unlock the rest of this article — and every article on Citizen Portal.
- Unlimited articles
- AI-powered breakdowns of topics, speakers, decisions, and budgets
- Instant alerts when your location has a new meeting
- Follow topics and more locations
- 1,000 AI Insights / month, plus AI Chat
