Real Estate and CPA Exemptions

As approved by state law, the Board of Assessors administers tax assistance programs for various eligible taxpayers. These programs brochures and applications are below.  Additional information can be obtained by contacting the Assessors Office at 617-993-2630 or downloaded below. The filing period for FY2024 is July 1, 2023, through April 1, 2024. Applications for exemptions must be filed each year. Exemptions are granted on an annual basis.

Real Estate and CPA surcharge tax exemption chart for FY2024

Exemption Brochures and Applications

When an applicant files for an exemption where the income is reviewed, the applicant is required to attach a copy of his or her most recent tax return. If the applicant is not required to file a tax return with the federal government, the applicant is requested to file the "File No Income Tax Return" form with the application. If an applicant is filing for the first time for a tax deferral, then the applicant is required to also file the Tax Deferral Recovery Agreement with the tax deferral application.

Brochures