Add CAM tax passthrough reviews
Property tax consultants can add a separate CAM tax review.
The tax lane proves assessment and appeal facts. The CAM lane tests lease terms and landlord math.
IAAO calls its tax standards advisory. Lavelle Law calls for lease checks. The handoff below keeps each fact with its source owner.
Keep two service lanes
Write the boundary before taking a client file.
Texas has a state consultant program. That page applies to Texas. It does not set a national scope.
IAAO says its standards are advisory. Law or USPAP may control when rules conflict.
Use this service table:
| Work lane | Source facts | Final owner |
|---|---|---|
| Tax work | Assessment and appeal records | Tax consultant |
| CAM work | Lease and landlord records | CAM reviewer |
| Legal work | Disputed lease meaning | Counsel |
Do not call a CAM result an appeal result. Do not call tax advice a lease ruling.
Build one handoff record
The handoff should reuse facts without mixing opinions.
Map site proof with the parcel guide. It keeps that proof outside lease math.
Add these tax fields:
- Jurisdiction
- Consultant credential
- Parcel ID
- Assessed value
- Final tax bill
- Appeal status
- Final appeal record
- Refund or credit record
Add these CAM fields:
- Signed lease
- Signed changes
- Tax clause
- Share clause
- CAM statement
- Delivery proof
- Review date source
- Client approval
- Final reviewer
Lavelle Law says landlord bills need lease checks. Its page covers CAM, taxes, and insurance.
That source does not decide your client's lease. The signed files still control the review.
For final tax events, use the refund trace. It shows where a tax credit may enter the bill.
Use three readiness states
Give each file one state.
| State | Meaning | Next move |
|---|---|---|
| Tax scope complete | Tax work has final sources | Build the handoff |
| Passthrough ready | Both lanes have core proof | Start CAM review |
| Expert help needed | Scope or meaning is unclear | Route the question |
Do not use a vague open state. Name the missing source or decision.
Stop weak files
Stop CAM work when a core fact is missing.
Use these stop rules:
- The governing lease is missing.
- The parcel link is unclear.
- The tax event is not final.
- The client gave no approval.
- The question needs legal advice.
One stop does not cancel the whole client link. Ask for the exact missing item.
The season plan can park that file. Appeal work keeps its own time block.
Walk one sample handoff
This example is fictional. It does not show client results.
Oak Center has one final tax bill. The appeal record is also final.
The tax consultant cites both records. No valuation opinion enters the CAM lane.
The CAM reviewer gets the signed lease. It also gets the landlord statement.
The lease names the tax pool. Yet one signed change is missing.
The file stays outside passthrough review. The team marks it Expert help needed.
Now the client sends that signed change. The reviewer can build the lease chain.
The state moves to Passthrough ready. The team assumes no result.
Write the client scope
Use plain words in the scope letter.
The tax service covers assessment records. It may also cover appeal work.
The CAM service tests landlord charges. It uses the signed lease and statement.
The CAM service excludes valuation advice. It also excludes appeal work and legal advice.
Your firm can change that boundary. Any change needs named staff and proof.
The property tax growth pillar joins all four guides.
Find more passthrough guides in the cost consultant hub. Compare service paths in Practice Growth.
Where CAMAudit fits
Return to Oak after its signed change arrives.
The property tax consultant owns Oak's final tax records. The consultant reviews them.
CAMAudit tests Oak's signed lease against the CAM statement. It may flag a sourced mismatch.
Your firm reviews and signs the branded CAM audit. It keeps both service lanes clear.
A checked tax passthrough may support a dispute letter draft. Your firm reviews it.
It is not legal advice. Have counsel review before sending.
Use the service line guide. It helps set the offer and handoff.