Success Story: Bexar County Homeowner Secures a $3,678 Homestead Exemption Refund & Lower Annual Taxes

The Challenge: Unclaimed Homestead Exemption Led to Higher Taxes

A homeowner in Bexar County contacted Texas Tax Appeal unsure if they had their homestead exemption in place. Like many homeowners, they weren’t aware that failing to file a homestead exemption meant they were overpaying on their property taxes year after year.

After reviewing their tax records, we discovered:

🔹 The homeowner had no active homestead exemption.
🔹 They had unknowingly overpaid their taxes for two years.
🔹 They were eligible for a total refund of $3,678.
🔹 Their current year exemption needed to be filed to prevent future overpayments.

The Solution: Reviewing, Filing & Securing a Refund

Once we identified the issue, our team immediately got to work:

✅ Filed their homestead exemption for the current tax year to ensure future savings.
✅ Submitted refund claims for the two prior years where they overpaid.
✅ Worked with the appraisal district to correct their property’s tax status.
✅ Provided ongoing property tax monitoring to protect against future overassessments.

The Results: $3,678 in Property Tax Refunds & Lower Future Bills

Thanks to our efforts, this homeowner received a refund of $3,678 from their past two tax years. More importantly, their annual property tax bill was lowered going forward, preventing continued overpayments.

This success highlights the importance of checking your homestead exemption status—a small oversight can cost thousands of dollars over time.

What is a Texas Homestead Exemption?

A homestead exemption reduces the taxable value of a homeowner’s primary residence, leading to lower property tax bills.

In Texas, the General Residence Homestead Exemption provides:
🏡 $40,000 exemption for school district taxes.
🏡 Additional exemptions for seniors (65+), disabled homeowners, and disabled veterans.
🏡 Protection against excessive property tax increases.

Get a Free Copy of the Texas Comptroller’s Homestead Exemption Guide here.

Do You Qualify for a Homestead Exemption?

You may qualify if:

✔️ You own and occupy the home as your primary residence on January 1st.
✔️ You have not claimed a homestead exemption on any other property.
✔️ You file your application with your local appraisal district.

💡 If you’ve owned your home for more than a year without an exemption, you may qualify for a property tax refund!

The Deadline to File is April 30th – Don’t Overpay Your Taxes!

Many homeowners don’t realize they must apply for their homestead exemption—it’s not automatically applied when you purchase a home. If you recently bought a home or aren’t sure if you have an exemption, now is the time to check.

At Texas Tax Appeal, we can:
🔹 Verify your homestead exemption status—at no cost.
🔹 File the exemption for you.
🔹 Help you secure a refund for past years if eligible.
🔹 Monitor and appeal your property tax values to prevent overassessments.

📌 Check Your Homestead Exemption Now
📌 Sign Up to Protest Your Property Taxes