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Property Tax Appeal ROI Calculator

Tax consultants take contingency. This calculator computes net ROI.

$
%
$

Net ROI

655.91%

Multi-year net savings

$83,300

Consultant fee

$12,700

How the math works

Consultant fee = gross × contingency + flat fee. Net savings = gross × years − fee. ROI = net ÷ fee.

Run appeal ROI as multi-year math, not year 1. Contingency consultants structure their fee to capture the first year entirely — years 2 and 3 often deliver 80-90% pure savings to the owner, which is where the real ROI case sits.

How to Use

  1. Enter expected gross savings.
  2. Enter consultant contingency %.
  3. Enter consultant flat fee.
  4. Enter years savings persists.
  5. Read net ROI.

Frequently Asked Questions

Contingency structures?

Commercial: 25-50% of first-year savings. Multi-year: 20-40% of cumulative. Flat fee: $1,500-5,000 residential, $5,000-25,000 commercial. Large portfolios: negotiated fee structures below 15% contingency.

Keep savings how long?

Consultant earns on year 1. Years 2-3 often keep reduced assessment, owner captures 100%. True ROI counts multi-year value, not just year 1 net.

DIY vs consultant?

Small residential: DIY often works (comps + filing). Commercial: hire consultant. Complex commercial with income approach: definitely hire consultant. Their data and expertise typically pay for themselves.

How often should I rerun this?

Rerun this calculator whenever inputs change materially — new rent roll data, rate moves, loan balance updates, or quarterly operating data. For active deals, monthly refresh is typical. For stabilized assets under monitoring, quarterly is fine. Treat the output as a decision tool, not a one-time answer — market conditions evolve and so should your analysis.

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