Tax Based Appraisal Services

Tax related valuation work requires a higher level of documentation, accuracy, and neutrality. Brian provides appraisals that comply with IRS standards, meet the expectations of estate attorneys and CPAs, and hold up under review.

Our services.

  • Estate and Trust Tax Appraisals

    Estate and trust matters often require fair market value as of the date of death or an alternate valuation date. Brian develops clear and well supported conclusions that meet the requirements of the IRS and assist fiduciaries with proper reporting. Reports provide full explanations of methods, comparable selection, and any retrospective research used to establish market context.

  • IRS Fair Market Value Appraisals

    These assignments follow the definition of fair market value established in 26 C.F.R. 20.2031-1(b) and 25.2512-1. Brian applies this standard in a consistent, disciplined way that is free from advocacy. His reports include clear explanations of market behavior, adjustments, and extraordinary assumptions, which helps tax professionals rely on the opinion with confidence.

  • Retrospective Date Valuations

    Retrospective valuations recreate the market as it existed on a past date. Brian uses archived MLS data, historical trends, and period specific comparable sales to establish an accurate picture of the market at that time. This type of assignment is common for estate filings, gift transfers, tax basis updates, and legal disputes involving historical value.

  • Multiple Parcel Estate Valuations

    Large estates often contain several parcels that must be valued separately and as a whole. Brian provides coordinated analyses that address individual parcel value, combined parcel value, and any allocation needed for beneficiary distribution or tax reporting. This is particularly helpful when properties vary significantly in utility, zoning, or highest and best use.

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What to Expect

A clear and organized process

Tax based assignments often involve strict reporting standards and multiple parties. Brian guides clients through a structured workflow that keeps everything on track and fully documented. Communication stays prompt and transparent, which helps attorneys and fiduciaries meet filing deadlines with confidence.

IRS compliant methodology

Valuations are developed using the IRS definition of fair market value. Reports explain the approaches to value, the comparable selection, and the reasoning behind all adjustments. The goal is to provide a conclusion that can withstand IRS review and professional scrutiny.

Retrospective market reconstruction

When a past valuation date is required, Brian rebuilds the market as it existed on that day using archived sales, historical economic conditions, and period specific trends. Reports include concise explanations of the market environment so tax professionals understand how the conclusion was developed.

Careful handling of complex or multi parcel estates

Large estates often contain several parcels that vary in utility, zoning, condition, or highest and best use. Brian evaluates each parcel individually and as a combined whole. This supports beneficiary distributions, tax reporting, and strategic planning for attorneys and trustees.

Neutral and defensible conclusions

Tax based valuations require independence. Brian provides objective opinions that are free from advocacy and grounded in market evidence. Reports are written to be clear, defensible, and easy for professionals to use in tax filings or audit responses.

Support for attorneys and fiduciaries

You receive a complete digital report, along with supporting documents, maps, and property data. Brian is available to discuss the conclusions with attorneys, CPAs, or executors if clarification is needed. This helps reduce delays and avoids confusion during the filing process.