Brian Ward Appraisal

Tax Appraisal Service

Thank you for considering our Tax Appraisal Service.

Tax appraisals serve critical purposes in estate and tax planning. Whether you need to appeal your property's assessed value, establish a gift value for IRS compliance, or document a step-up in basis for inheritance purposes, our professional appraisals provide the documentation required by tax authorities.

Our tax appraisals are characterized by:

• Property Tax Assessment Appeals: We analyze your property's assessed value compared to current market conditions and help you appeal inflated assessments. Our detailed reports support appeals to the county assessor and tax review boards.
• Gift Tax Valuations: For gift tax purposes, the IRS requires a credible fair market value appraisal. We provide thorough, defensible valuations that satisfy IRS requirements and minimize audit risk.
• Step-Up in Basis Documentation: Beneficiaries inherit property at a stepped-up basis equal to fair market value on the date of death. Our appraisals establish that basis for future capital gains tax calculations.
• IRS Compliance: All appraisals are prepared to meet IRS standards and Treasury Regulation requirements for gift tax, estate tax, and other tax compliance purposes.
• Defensible Documentation: Our detailed reports withstand IRS scrutiny and provide clear, well-supported valuations that clearly establish fair market value.

We understand that tax-related appraisals require precision and defensibility. Our appraisals are designed to satisfy tax authorities and support your tax planning strategies while remaining fully compliant with professional standards.