Professional Real Estate Appraisal Services

 When gifting real estate to a family member, friend, or trust, the IRS requires you to declare the property’s fair market value to ensure proper gift tax reporting. A Gift Tax Appraisal provides a certified, defensible valuation that can be used for IRS filing and to protect both the giver and the recipient from future tax complications or disputes.

We specialize in producing accurate, well-supported appraisals that meet IRS standards and help ensure smooth and compliant transfers of property assets.

IRS-Compliant Reports:
Our appraisals are prepared to meet the strict documentation standards required by the IRS, including USPAP (Uniform Standards of Professional Appraisal Practice) compliance and full market analysis.

Protects Both Donor and Recipient:
A certified appraisal documents the property’s fair market value as of the transfer date, minimizing the risk of underreporting or triggering audits.

Date-Specific Valuation:
We provide appraisals effective as of the date of gift, even if the report is prepared months later, ensuring compliance with IRS expectations.

Valuations for All Types of Gifts:
We handle appraisals for residential homes, vacation properties, land parcels, and investment real estate being transferred as a gift.

• Initial Consultation:
  We’ll discuss the nature of the gift, transfer date, property details, and any documentation or tax advisor input required.
   
• Property Inspection:
  A full inspection is conducted to document the current condition, features, and relevant characteristics that influence value at the time of the gift.
   
• Market Analysis:
  We research comparable sales and market data effective as of the gift date to determine a fair market value that aligns with IRS standards.
   
• Appraisal Report:
  You’ll receive a detailed, defensible report suitable for gift tax filing, IRS audits, estate attorneys, and financial professionals.

 Gifting property? Make sure it’s done right with a certified Gift Tax Appraisal that satisfies IRS guidelines and protects you from future issues. We deliver clear, professional reports trusted by attorneys, CPAs, and the IRS alike.