Homeowner/Seller Resources

 
  • For a copy of the reappraisal and update schedule click here.

    To search for your home and review tax info, click your county below.

    Tax Site List:

    Butler County

    Clark County

    Clermont County
    Clinton County

    Miami County

    Montgomery County

    Warren County
    Hamilton County

    Greene County

    Preble County

  • Did you know you can appeal the taxable value of your home? Ohio Law requires that a general reappraisal is required every six years, with an update at the 3 year midpoint. With the boom in sales prices over the past few years, you might find that you receive an updated tax valuation, and the amount may surprise you. You can lower your property taxes by requesting a copy of the assessment from your county clerks office to ensure they have correct information about your home. If there is something recorded in error (Example: Basement listed as finished when it isn’t, livable square footage is incorrect) appealing with the county for a reduced value is in order.

    For a copy of the reappraisal and update schedule click here.

    To search for your home and review tax info, click your county below.

    Tax Site List:

    Butler County

    Clark County

    Clermont County
    Clinton County

    Miami County

    Montgomery County

    Warren County
    Hamilton County

    Greene County

    Preble County

  • If you meet certain requirements, you’ll qualify for Ohio Tax breaks which can really help out during tax season.

    Disclaimer: ALWAYS discuss your options with a qualified CPA and your County for legal tax advisable advice.

    Veterans Exemption:

    If you are a U.S Military veteran who is disabled, you may qualify for an exemption of the first $50,000 of your home’s taxable value, with no Income limit in place. The surviving spouse of a veteran who qualified may be able to continue recieving the exemption.

    Senior Homestead Exemption:

    Folks 65 years old or older qualify for an exemption of the first $25,000 of their home’s taxable value. There are income restrictions (Around $33,000 annually) that apply, subject to change.

    Disabled Homestead Exemption:

    Disabled individuals and their surviving spouses may qualify for the same exemption as the Seniors Homestead Exemption.

  • Homeowners can deduct costs associated with selling like legal fees, escrow fees, real estate commissions and more. For more information, talk to your CPA, or give me a call. This is specific to sale details.

  • You can deduct the costs of upgrades, repairs, or improvements to a home done within 90 days prior to closing.

    Some home repairs may be things such as:

    Roof repairs

    Mold removal

    Wiring issues

    Replacing rotten decking

    Replacing faulty smoke detectors

    In contrast, home improvements can be items like:

    Painting the home

    Upgrading the deck

    Updating the windows

    Renovating a bathroom

    Replacing windows

    Adding energy-efficient appliances

    It’s important when we get ready to sell that we properly document the repairs, and keep the timeline clear and concise so as to receive this benefit.

  • This one can get tricky and requires excellent book keeping on the sellers end. For a link to the IRS information regarding the qualifications, Click Here. As always, consult with your CPA.

  • You can deduct the points you paid on your mortgage if you haven’t been in the home very long. The remaining amount left in points at the time of sale can be taken as a deduction on your current taxes. Of course, this depends on the type of financing utilized at purchase.

  • Before 2018, everyone could utilize this benefit for having to move for employment reasons. Now it only applies to Active Duty Military. Active Duty can consult with their CPA, and PCS resources to learn more about this, as PCS’s can vary person to person.

  • Sellers can profit up to $250,000 from their home sale before the IRS gets involved to tax the profits. For a married couple, they can profit up to $500,000. This only applies to principal residence, being so for at least two years out of the previous five, and they do not have to be consecutive.