Controller's Office: Property Tax & Special District Accounting (1461P)

Program Outcome Statement

To ensure property tax calculations and allocations are accurate, timely, and comply with California laws

Program Services

  • Compute tax rates for property tax bills
  • Apportion property taxes to the County, cities, schools, and special districts
  • Process corrections to the property tax rolls and issue any resulting refunds and/or calculate additional taxes due

Overview

The Division is responsible for calculating property tax rates, processing roll corrections, apportioning property taxes to taxing agencies, and complying with mandated reporting requirements. In FY 2017-18 the Division estimates to apportion $2.7 billion in property taxes to 132 taxing agencies. Changes in California law continue to increase on-going work for the Division. Despite the increase in workload in recent years, enhancements to the Property Tax system have allowed the Division to maintain compliance with property tax laws.
The Property Tax system is in a cloud hosted environment with a disaster recovery site to ensure business continuity. A disaster recovery plan was documented and tested.

Percent of Customer Survey Respondents Rating Services as Good or Better

Distribute Property Taxes On-Time


Total Dollars Apportioned per Property Tax Employee Compared to Bay Area Benchmark

FY 2017-18 Mid-Year Story Behind Performance

Percent of Customer Survey Respondents Rating Services as Good or Better

The Property Tax Division makes it a priority to respond to inquiries as quickly possible. In addition, the staff go above and beyond, often working with other departments, to ensure the taxpayers, taxing entities, and other stakeholders are able to obtain the information sought and that their needs are met. The Division expects to at least meet the target of 90 percent of survey respondents rating our services good or better.

Distribute Property Taxes On-Time

The Division works diligently to ensure all apportionments are completed within the guidelines prescribed by law. The Division utilizes collaboration during peak times to ensure deadlines are met and taxes are distributed in a timely manner.

Total Dollars Apportioned per Property Tax Employee Compared to Bay Area Benchmark

The team has an in-depth understanding of property taxes and related processes. This allows them to be highly effective in their roles and work as a team during peak times, creating a synergistic environment. In addition, the team utilizes technology to further aid the staff to complete their work in a more effective and efficient manner.


Future Priorities

In FY 2017-18, the Division will continue to provide valuable services to taxing agencies and taxpayers in the County. The Division will continue to identify process improvements to ensure accurate and timely processing of property tax calculations, distributions, reports, and tax refunds.
Author: Ed Castillo     Contact Email: ECastillo@smcgov.org     Date Updated: 01-26-2017