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TRA annual report: exclusions from reassessment dominate BOE assistance caseload
Summary
The Taxpayer Rights Advocate office completed 406 property‑tax cases in FY 2024–25, with 79% in valuation matters and exclusions from reassessment (including Prop 19 parent/child transfers) comprising the largest share at 39%.
Lisa Thompson, chief of the Taxpayer Rights Advocate (TRA) office, presented the TRA’s 2024–25 annual report to the board and summarized the office’s casework and service improvements.
Thompson reported the TRA completed 406 property‑tax cases in the fiscal year; 79% of those were valuation matters and 21% administrative. By district the completed case distribution was 29% District 1, 33% District 2, 18% District 3 and 20% District 4. In the valuation category, exclusions from reassessment made up 39% of workload; in the administrative category, data access…
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