"We simplify tax exemptions for nonprofits and partners focused on affordable housing."
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.
How It Works...
To begin, simply pay for the service and upload your required documents at checkout.​
We take your privacy seriously. Any documents you share with us are handled with the utmost care and confidentiality. We do not store, save, or retain copies of the files you provide—ever. Once your forms are prepared and delivered, your information is securely deleted from our system. Your trust means everything to us, and we’re committed to protecting it every step of the way.
​
Once the forms are completed and no further clarification is needed, we will return the finalized forms to you for review. Please note that we do not circulate documents for signature or mail them to the appropriate government entity. After reviewing the forms, you will need to sign and send them to the proper authority.
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.
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.
Non Profit and Developer 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.
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.
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.
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.