About Our Live Local Act Work in West Palm Beach
We help property owners and managers claim the Live Local Act property tax exemption without guessing at the paperwork. We explain each document you will need, what it proves and what to do when your records don't line up, so you know where your filing stands before it goes out.
How we work with clients
Most owners who call us already know the Live Local Act could lower their property tax bill. What slows them down is the paperwork: which units qualify, which records the Florida Housing Finance Corporation wants to see, and how the county form fits with the state certification. We sort that out with you at our office or by phone and video.
Our habit is to lay out the options instead of handing you a checklist. A rent roll, signed tenant income certifications and lease files each prove something different, and each has trade-offs. A rent roll is quick to pull but only shows rents on a single date. Income certifications take more effort to collect, yet they are what holds up when someone asks how a unit qualified. We tell you plainly which pieces you already have, which are thin and what it takes to fill the gap.
We also give you an honest answer about whether filing makes sense. If only a few units fall under the income and rent limits, the savings may not justify the work, and we will say so. When the numbers do work, we carry it from the free eligibility check through FHFC certification filing and county DR-504AFH filing, then stay with you for annual recertification so the exemption does not quietly lapse.
What you can expect from us
- 01
Every document explained
Before we ask for a file, we tell you why it is needed and what a reviewer will look for in it. You won't be sending records off without knowing their purpose.
- 02
An honest read on the numbers
Our free savings estimate weighs your qualifying units against the current assessment. If the exemption would be small, you hear that up front.
- 03
Records built to repeat
We set up resident income verification so it can be done the same way each year, with the same forms and the same cutoffs. That turns recertification into a refresh instead of a rebuild.
- 04
Answers when things change
Units turn over and rents move. With ongoing compliance support, you can call and get a straight answer about what a change means for the exemption.
Serving property owners around Palm Beach County
We work from West Palm Beach with owners and managers across the area, including Riviera Beach, Palm Beach Gardens, Greenacres, Lake Worth Beach and Royal Palm Beach. Because the work happens at our office or by phone and video, distance is not an issue. We just need access to your records and a little of your time.
- West Palm Beach
- Riviera Beach
- Lake Park
- Westgate
- Mangonia Park
- Lake Belvedere Estates
- Palm Beach Gardens
- Greenacres
- Lake Worth Beach
- Royal Palm Beach
- The Acreage
Find out whether your property qualifies
A short call is enough to start a free eligibility check. We'll ask about unit count, rents and resident incomes, then tell you what the exemption could look like and which documents come next.