Q: Can you share your office’s tax roll calendar?
A: The first important part is between Jan. 1 and March 1, where we accept homestead exemption applications, which have a deadline of March 1. Between Jan. 1 and June 1, we are in our valuation process, valuing properties as of Jan. 1 and recording all sales. On June 1, we close the tax roll and send it to the Florida Department of Revenue as well as to each county taxing authority, CDD and CRA.
Q: What happens during the summer?
A: For the month of June, we are locked out of the tax roll while the Department of Revenue is performing their evaluation, making sure we are consistent. Then on July 1, we submit the tax roll back to the Department of Revenue, with any changes they indicated, to begin the process for TRIM. By Aug. 5, all taxing authorities have to submit their proposed millages back to us.
Q: When do you mail the TRIM notices?
A: This year, we will mail them on Aug. 16, which triggers the 25-day period that homeowners who disagree with us can file a petition with the Value Adjustment Board. Also, during this 25-day period, which ends this year on Sept. 10, 2024, we can approve homestead exemptions if the person was otherwise qualified as of Jan. 1. We are prohibited from doing this after the Sept. 10 date.
Q: What happens next?
A: On Oct. 1 we send the tax roll back to the taxing authorities and the Tax Collector and at that point we are locked out of the tax roll and cannot make any changes. On Nov. 1, the Tax Collector mails the property tax bills and once again we can correct any errors made, such as if a homeowner corrects their home’s square footage or if the Value Adjustment Board had any changes.
And finally, on Jan. 1 of the next year, we start the process all over again.
Q: What is the best way for our readers to contact you?
A: Our office is located at 4030 Lewis Speedway Ste. 203, (904) 827-5500. It is open Monday – Friday, 8:30 a.m. – 5 p.m. Also, readers can email me at Eddie@sjcpa.us or call me at (904) 827-5500.
