Mello Roos relief available for qualifying property owners in Elk Grove-EGUSD boundaries

Senior citizens and disabled homeowners residing within the Elk Grove Unified School District (EGUSD) in California may be eligible for a significant reduction, up to 70 percent, on their Mello-Roos tax assessment (Direct Levy #0155). This initiative aims to provide financial relief to those who meet specific criteria.

To qualify for the Mello-Roos tax reduction, applicants must be at least 65 years old as of June 30 of the application year or be fully disabled, own and occupy the property as their primary residence, and have no school-age children residing in the home.

The application window opened on April 15 and closes on June 30 each year. Applications submitted within this period will apply to the upcoming tax year, effective from July 1 through June 30.

Retroactive reductions are not permitted, and applicants must renew their status annually during the filing period. Completed applications can be sent via email to schooltax@egusd.net, or mailed via USPS to:

Robert Trigg Education Center
Facilities & Planning Department
9510 Elk Grove Florin Road, Room 206

For assistance or more information, contact the Mello-Roos Tax Information Line at (916) 686-7562.

The authority for this tax reduction originated in the Mello-Roos Community Facilities Act of 1982, which allows local governments to levy special taxes for public improvements and services. While the Act itself doesn't mandate reductions for seniors or persons with disabilities, it provides the framework that enables districts like EGUSD to offer such relief.

By taking advantage of this program, eligible residents can alleviate a portion of their property tax burden, contributing to financial stability during retirement or while managing a disability. Too bad the City of Elk Grove isn't willing to offer such relief to senior and disabled property owners facing exorbitant tax bills.