Property tax assessments in Montgomery County are used to calculate how much tax a property owner must pay each year. While most assessments are accurate, there are times when homeowners believe the county’s assessed value is higher than the true market value of their property. When that happens, the county offers a legal appeal system to challenge the valuation and request a correction. Understanding appeal requirements, paperwork, and supporting evidence increases the chances of success.
Understanding Property Tax Assessments in Montgomery County
Montgomery County determines property values based on market conditions, recent sales, and property characteristics. Assessments occur once every three years, and values are updated to match current real estate trends. Because these valuations directly impact tax bills, even a small overvalue can result in yearly overpayment.
If a homeowner feels their valuation is inaccurate, they have the right to file a formal appeal.
Reasons Homeowners Appeal Assessments
People usually file appeals for one or more of the following reasons:
- The market value seems higher than what similar homes are selling for.
- The property has structural damage or deterioration that was not considered.
- Square footage or building data on record is wrong.
- Neighboring homes of the same size are assessed at lower values.
- Recent purchase price was lower than the county estimate.
Presenting strong evidence for any of these reasons can significantly support the appeal.
Where to File a Appeal Property Tax
Appeals in Montgomery County are handled by the Board of Revision (BOR). This department reviews property value challenges and holds hearings to evaluate evidence.
All appeal forms and submission instructions are available through the Montgomery County Auditor’s office.
Filing Deadline for Appeal Property Tax
The deadline is extremely important.
Homeowners must file their appeal between:
January 1 and March 31 of the tax year following the assessment notice.
Appeals submitted after March 31 are automatically rejected unless special legal conditions apply.
Steps to a Appeal Property Tax Assessment
Pls follow the below steps:
Step 1: Review Your Assessment Notice
Carefully read the mailed notice and confirm the new taxable value.
Step 2: Gather Market Evidence
Collect proof such as:
- Recent comparable home sales
- Professional appraisal reports
- Repair estimates
- Photos of damage
- Purchase documents
Step 3: Complete the DTE Form 1
This is the official Montgomery County appeal form for property valuation disputes.
Step 4: Submit the Form
Appeals may be mailed or filed in person with the Auditor or BOR office.
Step 5: Attend the BOR Hearing
During the hearing, both the homeowner and the county may present evidence.
Applicants must clearly explain why the assessed value is incorrect.
Step 6: Wait for the Decision
The Board of Revision reviews case details and later mails the verdict.
If approved, the assessment value is lowered, reducing tax bills.
Tips to Improve Appeal Success
- Always use real comparable sales, not asking prices.
- Professional appraisals carry strong influence.
- Avoid emotional arguments, stick to facts and numbers.
- Bring organized paperwork to the hearing.
- Know your neighborhood market before filing.
What Happens If the Appeal Is Denied?
If the BOR rejects the appeal, homeowners still have legal options:
- Ohio Board of Tax Appeals
- County Court of Common Pleas
These secondary appeals require more time and may involve legal assistance.
How the Appeal Affects Tax Bills
If the appeal is successful:
- Future tax bills are adjusted based on the new value.
- Overpaid taxes may be refunded or credited.
If unsuccessful, the tax amount remains unchanged.
Why Filing an Appeal Matters
Even a minor assessment reduction can save hundreds of dollars every year. Over the long term, this adds up to major savings, especially for long-term homeowners and retirees.
Conclusion
Appealing a property tax assessment in Montgomery County, Ohio, gives homeowners the opportunity to correct inaccurate property values and potentially reduce their tax burden. By understanding assessment methods, meeting filing deadlines, and submitting proper documentation through the Montgomery County Auditor and Board of Revision, property owners can protect their financial interests. A well-prepared appeal ensures fair property valuation, promotes transparency, and helps maintain accurate property tax records across Montgomery County.
Frequently Asked Questions
1. When can I appeal my Montgomery County property value?
Appeals are accepted yearly between January 1 and March 31.
2. Is hiring an appraiser necessary?
Not required, but it significantly strengthens evidence.
3. Does a recent purchase price help?
Yes, if the sale was recent, arms-length, and reflects true value.
4. Can commercial properties appeal too?
Yes, both residential and commercial owners may appeal.
5. How long does the decision take?
It depends on case volume, but decisions may take several months.
