MyProptimizer Tier 2 Service Agreement

Version: tier2-multistate-2026-06-27-v6

Effective: June 27, 2026

Service provider: MyProptimizer LLC (a California limited liability company; "MyProptimizer", "we", "us")

Service recipient: the property owner identified by the typed signature on this Agreement (the "Client")

Important — please read before signing. This Agreement governs Tier 2 ("Full Service") property-tax appeal representation for the property you identify at enrollment (the "Subject Property"), before the local assessing authority and appeal board for the state and county in which the Subject Property is located. By typing your full legal name as your electronic signature you agree to its terms. A printable copy is available at the bottom of this page.

⚠️ No guaranteed outcome — please read. Property-tax appeal results are decided by the county board, not by MyProptimizer. We do not guarantee any reduction, refund, or savings, and any estimate we show (including the free estimate and any "estimated refund") is illustrative only — it is not a promise or prediction of any amount, and not a representation that you would or would not obtain more through any other provider or method. If the appeal wins no reduction, you owe nothing. MyProptimizer's total liability is limited to the fees you actually pay us (which is $0 when no reduction is achieved). These terms are stated in full in Section 7 below.

1. Authorization — Authorized Agent

The Client appoints MyProptimizer LLC and its designated personnel strictly as the Client's "Authorized Agent" (Authorized Representative), solely for the administrative purpose of preparing, signing, and submitting property-tax appeal forms and supporting evidence to the local assessing authority and/or appeal board for the Subject Property's jurisdiction — the county assessor, appraisal district, board of equalization, or board of review, as applicable (the "Board"). Authorization includes filing the appeal/petition, submitting comparable-sales and other evidence, and accepting or counter-offering settlement terms on the Client's behalf, for the single assessment year covered by this Agreement.

The scope of this agency is strictly limited to the informal and/or administrative board-level appeal stages. MyProptimizer will not represent the Client in any judicial or tax-court proceeding. Should the matter require escalation beyond the administrative stage, this engagement ends and the Client is advised to retain an attorney licensed in the applicable jurisdiction.

This Agreement does not authorize MyProptimizer to bind the Client to any settlement that does not reduce the Subject Property's assessed value, nor to act in any other jurisdiction or for any other assessment year, without a separate written authorization.

### No-Hearing, Written Appeal — please note

This service is limited exclusively to a documentary / written appeal. Neither MyProptimizer nor the Client will attend any in-person, telephonic, or virtual hearing. The appeal is decided by the Board on the written record and evidence submitted. MyProptimizer offers Full Service only in jurisdictions whose administrative process permits a decision on the written record without either party appearing.

2. Compensation — "No Win, No Fee"

The Client owes MyProptimizer no fee if the appeal does not reduce the Subject Property's assessed value. Specifically, no fee is owed if any of the following occur:

the appeal is denied by the Board;
the final assessed value approved by the Board equals or exceeds the original assessed value; or
the Client cancels before any reduction is recorded (subject to Section 6 cancellation terms).

If the appeal results in a reduction, the Client owes a contingency fee of 20% of the property-tax savings (the "Fee"). A valid credit card must be kept on file; the card is charged only upon official confirmation of a reduction. For the purposes of this Agreement:

Savings = (Original Assessed Value − Final Assessed Value approved by the Board) × the local effective property-tax rate for the assessment year of the appeal.

The local effective property-tax rate used in the Savings calculation will reflect the Client's homestead status and any exemptions on file with the assessing authority as of the date the appeal resolves. Where the rate is not yet final (e.g., taxing-unit rates not yet adopted for the year), MyProptimizer will use the most recent published effective rate for the Subject Property's jurisdiction and reconcile the calculation when official rates publish.

3. Charge Procedure — 7-day Dispute Window

Once the appeal resolves, MyProptimizer will:

Calculate Savings as defined in Section 2 and record the Original Assessed Value, the Final Assessed Value, and the calculated Savings on the Client's case record.
Upload the Board's order (or equivalent settlement document) to the Client's dashboard for review.
Notify the Client by email and on the Client's dashboard that the calculation is available, opening a 7 (seven) calendar-day Dispute Window.
After the Dispute Window closes — and only if the Client has not filed a dispute under Section 4 — automatically charge the Fee to the payment method on file with Stripe.

The 7-day Dispute Window is measured from the timestamp recorded in the Client's case record as notified_at. No charge will be initiated before this window has fully elapsed.

4. Dispute Procedure

During the Dispute Window the Client may dispute the Savings calculation by submitting a written reason via the dashboard "Dispute" control. Filing a dispute pauses any auto-charge until the dispute is resolved. MyProptimizer will:

acknowledge the dispute within 2 business days;
review the Board's order, the Original/Final values, and the local effective tax rate against the Client's stated reason;
propose a corrected calculation (if applicable) or explain why the original calculation stands; and
charge the agreed amount only after the dispute is recorded as resolved on the case record.

Disputes filed in good faith do not affect the Client's right to a refund of any amount the Client establishes was charged in error. Disputes that contest the existence of the underlying reduction (rather than the calculation) may be referred to the Board's official record as the controlling source of truth.

5. Privacy and Data

MyProptimizer does not collect or store the property owner's name from public records. Stripe stores card details under PCI compliance; MyProptimizer does not see or store full card numbers. The Client's email, address, dashboard activity, and signed Agreement are stored in MyProptimizer's database for the purpose of representation and recordkeeping.

The Client may request export or deletion of personal data at any time by emailing support@myproptimizer.com (subject: "Privacy request"). Deletion does not erase records that MyProptimizer is required to retain by law, by Stripe, or by the relevant assessing authority.

6. Cancellation

The Client may cancel this Agreement at any time, with the following effects:

At any time before the appeal is filed with the Board — no cancellation fee.
After the appeal is filed. The 20% contingency fee in Section 2 applies if, and only if, a reduction is successfully achieved for the assessment year. If no reduction is achieved, no fee is owed. If the Client cancels after filing but before the Board records a result, MyProptimizer's filing and evidence-preparation labor may be invoiced at actual cost, not to exceed $29.
After the result is recorded. Sections 2 and 3 govern.

Cancellation requests must be submitted in writing (email or dashboard "Cancel" control). The effective date of cancellation is the date the request is received and acknowledged.

7. Limitations, No Guarantee, and Limitation of Liability

This Agreement covers a single assessment year and a single Subject Property. Renewal for subsequent years requires a new Agreement and new authorization.
MyProptimizer is not a law firm and is not engaged as the Client's lawyer; it does not provide legal, financial, or tax advice. For legal counsel concerning the Client's tax matters, the Client should retain a licensed attorney in the applicable jurisdiction.

No guarantee of outcome. The outcome of a property-tax appeal is determined solely by the Board and the applicable assessing authority, applying the law of the state and county in which the Subject Property is located. MyProptimizer does not guarantee, promise, or predict any reduction, refund, or savings of any amount. Appeal outcomes are inherently uncertain and depend on facts and judgments outside MyProptimizer's control. Any refund or savings figure shown before or during the engagement — including the free estimate and any "estimated refund" — is illustrative only. It is not a promise, prediction, or representation that the Client will obtain that amount, any amount, or any amount equal to, greater than, or less than what the Client might obtain through any other provider or method.

Client retains all other remedies. Because MyProptimizer's service is limited to the written, administrative board-level appeal (Section 1), nothing in this Agreement waives, forecloses, or limits the Client's right to independently pursue any further administrative appeal, formal hearing, judicial review, or other remedy available under the law of the Subject Property's jurisdiction, whether before, during, or after this engagement. The Client acknowledges that other providers or methods may pursue remedies (such as in-person formal hearings or judicial proceedings) that MyProptimizer does not offer, that this narrower scope is disclosed in Section 1, and that the Client accepts it.

Deadlines. Appeal deadlines are fixed by law. The Client must complete enrollment and provide all required information at least five (5) business days before the applicable appeal deadline. Where the Client does so, MyProptimizer is responsible for filing the appeal on time. Where the Client completes enrollment or provides required information later than that, too close to or after a deadline, or provides incomplete or inaccurate information, timely filing is not guaranteed, and MyProptimizer is not responsible for any opportunity, remedy, reduction, or refund lost as a result.

Limitation of liability. To the maximum extent permitted by law, MyProptimizer's total, aggregate liability arising out of or relating to this Agreement or the services — under any theory of contract, tort, negligence, statute, or otherwise — shall not exceed the total fees actually paid by the Client to MyProptimizer for the engagement (which is $0 where no reduction is achieved). In no event shall MyProptimizer be liable for any indirect, incidental, consequential, special, exemplary, or punitive damages, or for any lost refund, lost savings, lost opportunity, loss of property value, or the difference between any result obtained or not obtained here and any result the Client believes could have been obtained through another provider or method — including any such loss allegedly arising from errors, omissions, or negligence in the preparation or filing of the appeal — even if MyProptimizer was advised of the possibility of such damages. Nothing in this Agreement excludes or limits any liability that cannot be excluded or limited under applicable law, including liability for fraud, willful misconduct, or gross negligence.

8. Governing Law and Scope of Agency

Governing law (hybrid). This Agreement — as to matters of contract formation, payment, refunds, limitation of liability, and dispute resolution — is governed by the laws of the State of California, without regard to its conflict-of-laws principles. The scope of representation, the administrative appeal procedures, and all matters directly relating to the property-tax appeal itself are governed by, and performed in accordance with, the applicable laws, rules, and regulations of the state and county in which the Subject Property is located. The Client's right to appeal the assessment is conferred by the property-tax statutes of that state and county, and MyProptimizer acts only within the administrative remedies those laws provide.

No legal practice; no license implied. MyProptimizer performs only the administrative, form-preparation, and submission tasks of an Authorized Agent as described in Section 1. MyProptimizer is not a law firm, no attorney-client relationship is formed, and MyProptimizer does not hold or imply any professional license. MyProptimizer offers Full Service only in jurisdictions where a non-attorney authorized agent may lawfully assist with and submit an administrative property-tax appeal; it does not offer Full Service where such assistance requires a license or attorney admission it does not hold.

Not an appraisal; no appraiser license. MyProptimizer is not a licensed real-estate appraiser and does not perform appraisals. The market-value figures, comparable sales, and evidence materials MyProptimizer prepares are a comparative market analysis and a compilation of publicly available assessment and sales records, provided solely to support the Client's administrative property-tax appeal. They are not an appraisal, not an opinion of value, and not a USPAP-compliant valuation, and must not be relied upon as such for any purpose.

9. Authorization for Electronic Signature

The Client agrees that the typed name entered as the electronic signature on the consent panel constitutes a valid signature under the federal E-SIGN Act and the Uniform Electronic Transactions Act as adopted in the applicable jurisdiction, with the same legal effect as a handwritten signature. The Client's IP address, browser user-agent, and signing timestamp are recorded with the signature for evidentiary purposes. Where a jurisdiction requires an original ("wet") signature or notarization on the authorization form filed with the Board, MyProptimizer will provide separate instructions and that requirement governs the filed form.

10. Entire Agreement

This Agreement, together with the consent checkboxes the Client confirmed at the time of signing, constitutes the entire agreement between the parties regarding Tier 2 service for the Subject Property and the assessment year covered. No oral statement or marketing material amends or supersedes its terms.

Questions? Email support@myproptimizer.com before signing.