Senior Tax Strategist – Abby Donnellan, CPA
Are you a senior homeowner in St. Louis City, County, or St. Charles County? All three areas offer property tax relief programs for qualifying seniors*. This blog will give you a quick rundown of eligibility requirements and application details.
St. Louis City
- Age: 62 or older by September 1st of the current year
- Social Security: Eligible for Social Security benefits with at least 40 credits (doesn’t matter if you’re currently receiving them)
- Residency: Live in your home as your primary residence for more than half the year
- Property Value: Appraised market value of your property on the most recent assessment must be under $500,000
- Application: Apply online or by mail. See additional requirements and download the application here: https://www.stlouis-mo.gov/government/departments/assessor/real-estate/senior-tax-freeze/apply.cfm
- Deadline: Applications are due annually by June 30th
St. Louis County
- Age: 62 or older
- Property Value: No property value limit but property must be primary residence. You will need written proof of ownership.
- Application: The application is now available and can be found here: Senior Property Tax Freeze Application – St. Louis County Website (stlouiscountymo.gov)
- Deadline: Applications are due annually by June 30th
St. Charles County
- Age: 62 or older by January 1st of the current year
- Ownership Proof: Must have a copy of your deed to prove ownership
- Application: Apply online or request a paper application in person or by mail. See additional requirements here: Seniors Real Estate Property Tax Relief Program | St Charles County, MO – Official Website (sccmo.org)
- Deadline: Applications are due annually by June 30th
These senior property tax relief programs can help in managing your housing costs, allowing you to spend that money on the things that matter most. Deadlines can change, so always confirm before submitting your application.
Contact CWJ at: thecompardoteam@monetagroup.com
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