I am a Tax Overage Recovery Specialist, and I help individuals and families recover surplus funds that remain after a property is sold following a tax foreclosure. Many people have no idea they’re owed money after a tax sale. While government agencies do send certified mail to those they believe are rightful claimants, that communication is often missed — especially in cases involving deceased owners, multiple heirs, outdated contact information, or unresolved estates.

My job is to find the people entitled to these funds and handle the legal work required to recover these funds from the appropriate government agencies. Tax overages can be a complex process, and the rules vary not only by state, but often by each county. The process of filing a tax overage claim is often legally complex and procedurally demanding. Just as people rely on professionals like tax preparers or real estate agents, working with a qualified recovery specialist can help ensure the claim is handled correctly — minimizing risk and maximizing the outcome.

A good Tax Overage Recovery Specialist knows how to turn what can feel like a stressful, government-regulated legal maze into a smooth, straightforward experience. I offer a professional service built on specialized knowledge, legal tools, and key partnerships to ensure the process is handled correctly, efficiently, and with the claimant’s best interest in mind.

While many people don’t realize they may be owed money after a tax sale — even fewer understand that there’s a limited time window to process the claim. If the funds aren’t recovered within the specific timeframe - which is set by each state, the government is allowed to retain the money permanently. While these unclaimed funds are typically redirected into the community to support public programs and government services, my mission is to help people recover what’s rightfully theirs. Whether it’s rebuilding after a loss, passing down generational wealth, or simply getting back on your feet, I guide individuals and families through the process so they don’t miss this potentially life-changing opportunity.

How I Work

• Clear fees: There are never any upfront costs. Clients know exactly what percentage I receive from the start. I’m only paid when the funds are successfully disbursed.


• No pressure: I don’t use fear tactics, create unnecessary urgency, or rely on pushy sales methods. Instead, I help explain how the process works, and outline the different ways someone can go about claiming their funds.


• Professional handling: I work with attorneys who have specific experience with the tax overage recovery process. Their legal expertise helps save clients time, reduce stress, and avoid costly mistakes.


• Respect for difficult situations: Many clients are navigating grief, loss, or major life transitions. I handle every case with compassion, honesty, and patience — because doing the right thing matters.

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