Agent Authorization
An Authorized Agent or California-licensed attorney may file on behalf of an applicant, if specific requirements are met.
Authorized Agent
An Authorized Agent is a person other than the applicant's spouse, parent, child, or California-licensed attorney, as specified by Property Tax Rule 305.
A written authorization of agency, signed by the applicant, must contain the following:
✓ The date the authorization is executed
✓ A statement that the agent is authorized to sign and file applications in the specific calendar year in which the application is filed
✓ The specific parcel(s) or assessment(s) covered by the authorization or a statement that the agent is authorized to represent the applicant on all parcels located in the County
✓ The name, address, and phone number of the agent
✓ The applicant's signature and title
✓ A statement that the agent will provide the applicant a copy of the application
Written authorizations cannot be retroactive and must be attached to the application when sent to the Clerk of the Assessment Appeals Board. You may use an Agent Authorization Form or provide your own written authorization.
An agent filing an application on behalf of a corporation, LLC, or partnership must be authorized pursuant to Property Tax Rule 305(a) and must be an officer or authorized employee of the corporation, LLC, or partnership.
California-Licensed Attorney
An applicant may retain and authorize an attorney licensed to practice law in the State of California to file an application, per Property Tax Rule 305(a). If an applicant is represented by such an attorney, Section 2 of the application must list the attorney's own name, mailing address, phone and fax numbers, and e-mail address (if any), or that of another attorney in their firm. The attorney must sign and file the application with their original signature, which acknowledges the attorney has been retained and authorized by the applicant.
Failure to meet all agent authorization requirements
will result in the application deemed invalid.
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