Sample report

Preview the Guided Abatement Packet

This is a fictional example with made-up data to show what the automated report looks like. Your report is generated automatically from the information you provide.

Fictional sample · not a real property

Guided Abatement Packet

12 Maple Street, Newton, MA · FY2026 · Generated automatically

Worth Reviewing Further

1. Executive summary

This property's assessment may be worth a closer look. The automated review compared this home against recent valid sales and the assessments of similar neighborhood homes from public records (MassGIS), and against user-provided comparison sales — both of which read modestly below the current assessment — and identified possible property-card items to verify. None of this establishes that the assessment is wrong; it identifies topics that may warrant further review with the assessing office.

68 Assessment Review Category: Worth Reviewing Further.
Informational score: 68/100. This score is informational only and does not predict legal success, abatement success, market value, or tax savings.
Assessment vs. purchase / comparison information18 / 25
Possible property-card issue identified20 / 25
Documented or reported condition issue10 / 15
Estimated tax impact appears meaningful12 / 15
Supporting documents uploaded5 / 10
Comparable sales provided3 / 10

2. Important limitations

This automated report is based on public assessment records (MassGIS) and user-provided information. It does not determine market value, provide an appraisal, provide legal advice, provide tax advice, represent the homeowner, file documents, or predict any outcome. The indicated value range and per-square-foot comparisons are informational statistics from public sales data, not an appraisal. Deadlines, forms, and filing requirements must be verified with the city or town.

3. Property summary

Address12 Maple Street, Newton, MA
Fiscal yearFY2026
Valuation dateJanuary 1, 2025 (the assessment date for FY2026)
Property classResidential — single family
Assessed value$1,250,000
Land / building (reported)$520,000 / $730,000
Annual tax (estimated)$12,113
Information reviewedPublic assessment & sales records (MassGIS), tax bill, property record card, 2 user-provided comparable sales

4. Assessment and tax calculation

Assessed value$1,250,000
Residential tax rate (Newton, FY2026 — MA DLS)$9.69 / $1,000
Estimated annual tax$12,113

Estimated using assessed value ÷ 1,000 × tax rate. The rate is the town's latest residential rate from Massachusetts DLS (approximate — verify your actual bill). If a rate is unavailable, it is estimated as annual tax ÷ assessed value × 1,000.

5. Property record card checklist

ItemReportedStatus
Living area3,180 sq ftVerify on card
Lot size0.34 acConsistent
Finished basementFull (counted as finished)Possible issue
Bedrooms / bathrooms4 / 2.5Consistent
Garage2-car attachedConsistent
OutbuildingsShedVerify on card
Condition ratingGoodPossible issue
Quality gradeBVerify on card

6. Possible factual issues to verify

  • Finished basement: The record reportedly counts the basement as finished living area. Verify whether the finished area and its treatment are correct.
  • Condition rating: A "Good" condition rating may not reflect reported wear or deferred maintenance. Verify how condition was determined.
  • Comparable context: Both the public-records analysis and the user-provided sales read below the current assessment, and the home is assessed at a higher rate per square foot than comparable neighborhood homes — worth a closer look.

These are topics to verify, not findings that the assessment is wrong.

7. Comparable sales and properties

Assessor neighborhood 2C Neighborhood-weighted: 12 recent in-neighborhood sales plus 41 elsewhere in town, weighted toward the neighborhood.

Overassessed MA comparable sales — from public records

Recent arms-length sales of comparable single-family homes drawn from public assessment and sales records (MassGIS), after excluding nominal family/trust transfers and statistical outliers.

Valid recent sales studied53 (of 84 records)
Median sale price per sq ft$362 / sq ft
Indicated value range — sized to 3,180 sq ft$1,120,000 – $1,205,000
Assessment vs. indicated value, median ($1,150,000)≈ 9% above

Sales we set aside, and why — a sale must be a genuine arms-length transaction to inform value:

Nominal family / trust / $1 transfers19
Sales outside the recency window7
Sale-to-assessment ratio out of range3
Statistical $/sq ft outliers2
Total set aside31

An indicated value range is an informational estimate from public sales data. It is not an appraisal or a determination of market value.

Overassessed MA comparable properties — assessment uniformity

How similar nearby homes are assessed per square foot. Being assessed at a higher rate per square foot than comparable homes is the basis for a disproportionate-assessment argument.

PropertyLiving areaAssessed valueAssessed $/sq ftDistance
18 Maple Street3,240 sq ft$1,205,000$3720.2 mi
25 Maple Street3,050 sq ft$1,075,000$3520.2 mi
7 Cedar Road2,980 sq ft$1,090,000$3660.3 mi
14 Walnut Terrace3,360 sq ft$1,350,000$4020.4 mi
12 Maple Street — this home3,180 sq ft$1,250,000$393
Neighborhood median assessed $/sq ft$369 / sq ft
This home$393 / sq ft
This home vs. comparable homes≈ 7% higher per sq ft
This home is assessed higher per sq ft than≈ 78% of comparable homes
Neighborhood assessment-to-sale ratio (median)0.97

Comparable properties are similar-sized homes of the same use class from public assessment records. They are not certified comparables and do not determine market value.

Your comparable sales — user-provided

AddressSale dateSale priceLiving areaNotes
34 Oak Road09/2025$1,165,0003,050 sq ftSimilar age; user notes smaller lot
9 Birch Lane07/2025$1,140,0003,210 sq ftUser notes updated kitchen, no basement finish

User-provided comparison properties supplement the public-record analysis above. The report does not certify them as comparable or determine market value.

How we compared. Same use class (single family), living area within ±25% of this home, with the assessor neighborhood weighted ahead of the wider town (about 70/30). Sales are recent arms-length transactions aligned to the FY2026 valuation date (Jan 1, 2025), after removing nominal family/trust transfers and statistical outliers (sale-to-assessment ratio and $/sq ft). This is a public-records screen for context, not an appraisal.

8. Assessment comparison

The current assessment of $1,250,000 sits above both read-outs: the public-records indicated value range of $1,120,000–$1,205,000 (Overassessed MA), and the user-provided comparison range of $1,140,000–$1,165,000. On a per-square-foot basis the home is assessed about 7% higher than comparable neighborhood homes. These are informational comparisons of public and user-provided figures, not an opinion of market value.

9. Estimated tax impact

Assessment above indicated value, median ($1,250,000 − $1,150,000)$100,000
÷ 1,000 × Newton FY2026 rate ($9.69)
Estimated annual tax impact≈ $970 / year

Estimated tax impact, not guaranteed savings. This applies the difference between the assessment and the public-records indicated midpoint to the town's tax rate; it does not predict that any assessment or tax bill will change.

10. Evidence checklist

  • Current property record card
  • Current and prior tax bills
  • Photos of condition or defect issues
  • Repair estimates, if any
  • Recent purchase documents, if any
  • Recent appraisal, if any
  • Comparable-sale information
  • Notes on any record-card discrepancies

11. Questions to ask the assessor

  1. How was the living area for this property measured, and does it include the basement?
  2. How was the condition rating determined for this fiscal year?
  3. What comparable sales or valuation method supported this assessment?
  4. Are the lot size and outbuildings recorded correctly?
  5. What information would the office need to review a possible record-card discrepancy?
  6. What is the deadline and process for requesting a review or abatement in this town?

12. Official resources and filing links

  • Newton assessing departmentnewtonma.gov — Assessment Administration
  • State Tax Form 128 (abatement application)Included pre-filled in your packet; the official blank form is published by Massachusetts DLS.
  • Abatement deadline (FY2026)File with the Board of Assessors on or before the due date of the third-quarter actual tax bill — typically February 1 (the third-quarter bill is mailed at the end of December). Verify with the Newton Board of Assessors.
Town links and deadlines are populated from public sources and must still be verified with the official city or town. OverassessedMA is not an official municipal website.

13. Suggested next steps

  • Confirm the property record-card facts with the assessing office.
  • Gather the documents in the evidence checklist.
  • Review and sign the pre-filled State Tax Form 128 included with your packet.
  • Verify the applicable deadline and process with your city or town, then file Form 128 before the deadline.
  • Decide whether a conversation with the assessing office, further review, or professional guidance is worthwhile.

14. Limitations of report

This automated report is based on public assessment records (MassGIS) and user-provided information. It does not determine market value, provide an appraisal, provide legal advice, provide tax advice, represent the homeowner, file documents, or predict any outcome. The report may be incomplete or inaccurate if the information submitted is incomplete or inaccurate, or if public records are out of date. You are responsible for verifying all facts, deadlines, forms, filing requirements, and official procedures with the applicable city or town.

15. Form 128 preparation

Your packet includes a pre-filled State Tax Form 128 (Application for Abatement), ready to review, sign, and file. The grounds are pre-selected from this report's findings — confirm them before signing.

City / townNewton
Fiscal year2026
Property location12 Maple Street, Newton, MA
Assessed value$1,250,000
Applicant's opinion of value$1,150,000 (public-records indicated value, median)
Land area0.34 ac

Part C — Reason(s) abatement sought (pre-selected from the findings above):

[X] OvervaluationIndicated value ($1.12M–$1.21M) is below the $1,250,000 assessment.
[X] Disproportionate assessmentAssessed ≈7% higher per sq ft than comparable neighborhood homes.
[ ] Incorrect usage classificationNot indicated by this review.
[ ] Other

Below is that form, pre-filled with the values above — the Part C reason boxes are checked to match, with Exhibit A (a relief-requested summary and charts supporting both the overvaluation and disproportionate-assessment grounds on page 1, then the comparable sales and the rules used to derive the sale-indicated value range on page 2) attached after the form and referenced in the Part C explanation. Review every entry, then sign and file it with your city or town by the deadline.

Preparing the filled form… if it doesn't appear, open the Form 128 PDF.

Download the fillable Form 128 (PDF) — the editable version, so you can adjust fields in a PDF editor before signing. (The preview above is flattened so it displays in the browser.)

Fictional sample. In your packet this form is filled from your own inputs; you are responsible for verifying every entry, choosing the grounds, signing, and filing. Overassessed MA does not file anything for you.