Our Services

If you're a nonprofit or part of California’s affordable housing community, you shouldn't have to stress over complex tax filings to access the exemptions you're entitled to. We make the process simple by preparing the paperwork you need to claim valuable property tax savings—quickly, accurately, and affordably. Whether you're applying for the first time or staying compliant year after year, we’re here to help you keep more resources in your mission and less tied up in taxes.

Organizational Clearance Certificate

The OCC certifies a nonprofit organization’s eligibility to claim the Welfare Exemption for property tax purposes. The Organizational Clearance Certificate is a prerequisite for nonprofit organizations seeking property tax relief through the Welfare Exemption.

$625

Supplemental Clearance Certificate

The SCC is required when a nonprofit organization needs to include new properties or changes in property use (e.g., converting a property to affordable housing) under the Welfare Exemption. It ensures that these properties meet the exemption’s requirements and can be added to the nonprofit’s claim for property tax relief.

$625

Affordable Housing Consulting

We provide expert consulting services to non-profits and developers navigating affordable housing real estate transactions, securing welfare tax exemptions in California, and maximizing government subsidies. Our tailored guidance helps clients successfully manage the complexities of tax benefits, compliance, and real estate strategy, ensuring both financial and regulatory success.

This service provides a 1-hour consultation to discuss your needs and explore whether partnering with us as a consultant would be a valuable option for you.

$260/hr

Annual Filing Form

The Annual Filing ensures that the property continues to be used exclusively for exempt purposes, such as affordable housing, and that the nonprofit is still eligible for the exemption.

Please note that if your first filing form has not yet been approved, you will need to submit your annual filing with the first filing form. Annual forms are for approved projects.

$750.00

First Filing Bundle

This bundle includes the Organizational Clearance Certificate, the Supplemental Clearance Certificate, and the First Filing forms—essentially all the paperwork needed for a new project applying for the Welfare Exemption for the first time.

$1850.00

First Filing Form

This initial filing form allows the County Assessor to assess eligibility and sets the foundation for future annual filings to maintain the exemption.