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Pricing

One contingency fee, charged only when we win. $0 upfront. Our fee is 35% of your first-year savings, only if we win. If your properties with Castellan are assessed at more than $5 million combined, your rate is 30% on everything.

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The schedule

Castellan's contingency fee, by the combined county-assessed value of your properties with us.
Combined assessed valueFee on the year's savings
$5 million or less35%
More than $5 million30% on everything
If the appeal does not win$0

The fee is charged on your first-year savings, including any exemption we obtain, plus any prior-year refunds or overpayments we recover, added up across every property we represent for you in that tax year. The rate is set by ASSESSED value, the number already printed on your county notice, so you know which row you are in before you sign. For example, $60,000 of savings in one tax year produces a fee of $18,000 at 30%, the rate for properties assessed at more than $5,000,000 combined.

If your state or county charges a fee to file or notarize, we pay it and add it to your invoice at cost, only if we win. The schedule is identical in California, Florida, and Georgia, and it is quoted in writing in the Services Agreement before you sign.

Portfolios pay less, automatically

The $5 million threshold is measured on your properties combined, not one at a time. Two $3 million buildings reach it; one of them alone does not. So adding a property can only move your rate down, never up, and there are no per-property admin fees.

Your rate is set when you sign and reviewed at renewal, and it only ever moves in your favor: if a county value has not been confirmed yet it counts once it is, and a property added later counts too. Neither can raise your rate for that year.

Running a large portfolio and want to talk it through before you sign up? Book a call with sales and we will walk through how the schedule applies across your properties and answer anything this page does not.

Book a 15-minute call or email info@castellan.so

What is free, and what is charged

Overassessment Analysis and Monitoring — free. We check your assessment against the county's own records now, and again every year. If it does not look too high, there is nothing to file and nothing to pay.

Appeal Autopilot — $0 upfront, 35% of your first-year savings, only if we win. We appeal again every year it is worth filing, and you pay in each year we win. You can cancel any year before we file.

FAQ

What does Castellan charge?
One contingency fee, the same in every state we serve. $0 upfront. Our fee is 35% of your first-year savings, only if we win. If your properties with Castellan are assessed at more than $5 million combined, your rate is 30% on everything. Savings and any prior-year refunds we recover pool together across all your properties for the year. There is nothing to pay up front, no admin fees, and if the appeal produces no reduction the fee is $0.
Is there any charge if you do not win?
No. If we find no case we tell you, and there is nothing to pay.
How does the $5 million threshold work?
It is measured on ASSESSED value, not on savings, and it is your properties added together — so you can tell which rate you are on before you sign, from the numbers already printed on your county notice. Clear $5 million combined and the lower rate applies to everything, not just the part above it. For example, $60,000 of savings in one tax year produces a fee of $18,000 at 30%, the rate for properties assessed at more than $5,000,000 combined.
What if my assessed value is not confirmed yet, or I add a property later?
Your rate can only move down. We set it from the county's assessment roll when you sign; if a value has not been confirmed yet it counts once it is, and adding a property counts too. Neither can raise your rate for that tax year. The rule is written into the agreement you sign, not just the number it resolved to.
What is the fee measured against?
Your first-year tax savings — the difference between the tax on the assessed value when we open the case and the tax on the reduced value or exemption, for the first year it applies — plus any prior-year refunds or overpayments we actually recover. Everything for the same tax year, across all your properties with us, counts into one pool, and the rate applies to that pool. We appeal again every year it is worth filing, and you pay in each year we win.
Do you charge more for commercial properties or portfolios?
No, and a portfolio is how you reach the lower rate. The schedule is the same for every property type and every state we serve, and there is no minimum property size. One agreement can cover a whole schedule of properties, each screened separately — and because the $5 million threshold is measured on your properties combined, adding buildings can only lower your rate, never raise it.
Where is the fee written down?
In the Services Agreement you sign, quoted in writing with a worked example before you sign anything. The schedule shown here is the schedule the agreement is generated from.

Know where you stand.

Enter your address and we'll check the county's own records at no cost. If there's no case, we'll tell you that too.

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Emailinfo@castellan.so

Serving California, Georgia, and Florida.

Any estimate is based on county assessment data and public records and is not a guarantee of any outcome. Representation and fee terms are provided in writing before any filing.