Questions and Answers related to the Montgomery County Tax Analysis Project

 

 

1.     QUESTION: Why did you create this website and the property tax analysis spreadsheet?

ANSWER: Every year, usually between January and June, many articles appear in the Washington Post, the Gazette, and other news media about property taxes. The articles usually say something like “assessments have gone up” and “such and such a politician has proposed cutting the tax rate by x cents”. Such vague statements provide little useful information to the average property owner. 

The spreadsheet presented here is intended to shine some light on the real effect of assessment and tax rate changes.  Anyone can use the spreadsheet to quickly determine the exact tax effect of an assessment change or a proposed tax rate change on their property, or on any property that is of interest. 

The Montgomery County Council receives many letters from residents about property taxes. (The letters are part of the public record, so anyone can read them.)  Most of the letters make vague statements like “We just can’t afford another property tax increase,” and probably have only moderate influence on decisions made by our elected officials.  By using the spreadsheet and providing specific dollar amounts in letters to the Council, taxpayers can show that they know the exact effect of a proposed tax rate, adding more credibility to claims of burdensome taxation. 

2.     QUESTION: A credit for owner-occupants, as was issued in 2005, would shift more of the tax burden to landlords.  The landlords would pass the tax increase on to renters, causing a major increase in property rental rates. As a renter, I’d rather see my landlord get a tax rate cut so that he’ll pass the savings on to me

ANSWER: Your landlord will increase your rent by about the same amount whether his taxes are increased or not.  In our market, rental prices are set primarily by what people are willing to pay, not by the underlying cost of owning and running a rental property. If your landlord’s mortgage interest rate went down, resulting in a reduction in his mortgage payments on the rental property, do you think that he would pass the savings on to you? Like any business owner, a landlord will set his rent at whatever rate brings him the greatest profit after taking all known factors into account. 

When contemplating a rent increase, landlords always consider the risk of losing good tenants and the cost to replace the tenant. Contrary to what some people would have you believe, there is no shortage of rental properties in Montgomery County.  A look at the rental classified section in the Gazette or Washington Post, a search for rental properties on longandfoster.com (which includes most of the rental properties listed in the MLS), and a search on craigslist.com typically reveals that over 1000 rental properties are available in many price ranges in Montgomery County at any time. 

3.     QUESTION: What is the Special Area Property Tax and how does it affect my tax bill?

ANSWER: The Special Area Property Tax is a collection of smaller taxes that subsidizes or pays for specific services, such as fire and rescue, public transportation, local parks, and recreational facilities. Your Special Area Property Tax rate varies depending upon the property location. For properties located in a municipality, the Special Area Property Tax rate is typically lower than in areas outside of a municipality.  For the past four years, the Special Area Property Tax rate has increased each year.     

With the large increase in assessment values over the past four years, many property owners experienced large increases in their Special Area Property Tax. 

The news media give the Special Area Property Tax little attention, so the services that are funded by this tax tend to quietly enjoy increases in funding each year with little input from taxpayers.  Although there is little media discussion of the Special Area Property Tax, there is nothing small about the actual amount of the tax. For a homeowner living outside of a municipality (tax class R042), the Special Area Property Tax is equal to about 40% of their county property tax.

More information about the Special Area Property Tax can be found in the Montgomery County Dept. of Finance FAQ. 

For the period 2001 to 2005, the Special Area Property Tax rates outside municipalities and other districts (in other words, in most of the county) are shown below. It is particularly worth noting that the Special Area Property Tax rates continued to increase while assessments were skyrocketing. These increases magnified the effect of the increased assessments, particularly for properties that were not subject to the homestead cap. 

2001

2002

2003

2004

2005

.280

.265

.268

.275

.288

 


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