81R10770 JAM-F By: Thompson H.B. No. 2591 A BILL TO BE ENTITLED AN ACT relating to certain prohibited acts by registered property tax consultants. BE IT ENACTED BY THE LEGISLATURE OF THE STATE OF TEXAS: SECTION 1. Chapter 1152, Occupations Code, is amended by adding Subchapter E-1 to read as follows: SUBCHAPTER E-1. PROHIBITED ACTS Sec. 1152.231. GENERAL PROHIBITED ACTS. (a) A person required to register under this chapter may not appear at an appraisal review board hearing acting under a registered senior property tax consultant unless the property tax consultant has, for at least the two years preceding the date of the hearing: (1) been engaged and employed on a full-time basis as a property tax consultant; (2) performed property tax consultant related services as an employee of a property owner; or (3) performed appraisal services under a registration under Chapter 1151. (b) A person required to register under this chapter may not mail or provide on an Internet website, as part of a public solicitation of business, a retainer agreement or fee agreement. (c) A person required to register under this chapter may not serve as a registered senior property tax consultant for more than 10 registered property tax consultants. (d) A person required to register under this chapter may not sign a request for arbitration, or make an arbitration deposit on behalf of a property owner, under Section 41A.03, Tax Code. (e) A person required to register under this chapter may not file a protest under Chapter 41, Tax Code, without the written approval of the property owner. (f) A person required to register under this chapter may not be a party to, or benefit from, the forgery, alteration, or changing of an agent appointment, exemption application, protest, or other legal document that is filed with or presented to an appraisal district, an appraisal review board, or a taxing unit. (g) A person required to register under this chapter may not file a motion or protest concerning residential property on behalf of a person who the registrant does not represent unless: (1) the registrant has written authorization by e-mail, facsimile, letter, or any other written medium from: (A) that person; or (B) another person, other than the agent or the firm that employs the agent, who is authorized by the person to designate agents under Section 1.111, Tax Code, at the time the motion or protest is filed; and (2) the registrant retains a copy of the person's written authorization, for inspection by the department on request, until at least the second anniversary of the date of the representation. Sec. 1152.232. PROHIBITED ACTS: SOLICITATION OF BUSINESS AND ADVERTISING. (a) Unless the recipient of the communication is another registrant, or has a family, close personal, or prior professional relationship with the registrant, a person required to register under this chapter may not solicit professional employment from a prospective client in a written, recorded, or electronic communication without including the words "advertising material" on the outside envelope, if any, and at the beginning and ending of any recorded or electronic communication. (b) A person required to register under this chapter may not, in a public solicitation for business: (1) offer economic incentives based on the success or lack of success of the representation; or (2) represent that the fee for services rendered includes the hiring of legal services. (c) A person required to register under this chapter may not, as part of a solicitation for professional employment from a prospective client who has not affirmatively indicated an interest in receiving solicitations from the registrant, provide any analysis or characterization of the appraisal or level of taxation of the person's property unless the registrant: (1) has conducted an appraisal of the property in compliance with the Uniform Standards of Professional Appraisal Practice, as applicable to the year to which the appraisal applies; (2) certifies in the communication that the appraisal was conducted as provided by Subdivision (1); and (3) maintains a copy of the communication, the appraisal, and the certification for inspection by the department for at least two years. (d) A person required to register under this chapter may not solicit a property tax consulting assignment by assuring a specific outcome. Sec. 1152.233. PROHIBITED ACTS: USE OF INTERNET WEBSITE. (a) A person required to register under this chapter may not maintain an Internet website for any purpose associated with the provision of tax consulting services by the registrant that has a domain name or other Internet address that implies that the website is a government website. (b) A person required to register under this chapter may not use or maintain an Internet website for the purpose of soliciting clients if the website does not identify the registrant prominently on the home page of the website. Sec. 1152.234. PROHIBITED ACTS: CERTAIN LEGAL ACTIONS. (a) A person required to register under this chapter may not: (1) engage the services of an attorney for purposes of filing an appeal under Chapter 42, Tax Code, without the prior written consent of the client; or (2) pay, offer to pay, contract to pay, or advance the payment of a filing fee for purposes of filing an appeal under Chapter 42, Tax Code. (b) A person required to register under this chapter may not appear as a designated expert witness in an appeal under Chapter 42, Tax Code, in which a remedy under Section 42.26, Tax Code, is sought if the person or the person's employer represented the owner of the property that is the subject of the appeal at the protest before the appraisal review board, unless the property tax consultant: (1) is registered under Chapter 1151 as an appraiser; and (2) holds an industry-recognized national appraisal designation. (c) A person required to register under this chapter may not: (1) solicit a client for an attorney for the purpose of filing an appeal under Chapter 42, Tax Code, in a manner that results in compensation to the property tax consultant; or (2) recommend an attorney for the purpose of filing an appeal under Chapter 42, Tax Code, if the property tax consultant receives compensation in connection with the appeal. SECTION 2. This Act takes effect September 1, 2009.