We know how difficult it is to lose a loved one. This should be a time for mourning, but it quickly becomes overwhelming trying to get a property appraisal that doesn't put you at risk for unnecessary taxes, penalties, and fines. With over 15 years of experience, we've helped thousands of families save millions of dollars by delivering IRS-compliant reports on accurate home valuations.
 
It is prudent for your assets to be appraised by Appraisers experienced in IRS and Treasury Guidelines. Such guidelines will ensure that the appraisal is done correctly, and the client's interests are protected should the return ever be audited.
 
Many appraisers will do appraisals for lending purposes only, and they may not understand the difference between those appraisals and ones for IRS tax purposes.

The client in Trust and Estate appraisals are the attorney, CPA, or the Trust. The correct client needs to be included when ordering your report but can be updated later in necessary. All can be the intended Users. 
 
Knowing the intended use of the appraisals is essential because the Treasury Regs requires the appraiser to use a different Market Value definition depending on the Intended Use. We have a copy of the Treasury Regs and will always use the specified Definition of Market Value.

It is important to let your appraiser know if you need a retrospective or current value. If retrospective, what is the date? (Death, Trust Establishment?)
 
We believe that when you lose a loved one, you have enough things to worry about, your appraisal shouldn't be one of them.

Call us at 239-591-6262 
or send us a message at www.swfloridaappraisals.com.

Have peace of mind knowing your estate appraisal is done accurately and complies with IRS guidelines.