Tax-Related Real Estate Appraisals in California

Property values drive a wide range of tax questions, and an independent appraisal is often the cleanest way to support your position. We prepare valuations for property-tax assessment appeals, IRS step-up in basis and estate documentation, and other tax matters where a credible, defensible value is required.

Common tax uses

• Assessment appeals: documenting that an assessed value exceeds market value
• Step-up in basis: retrospective date-of-death values for capital-gains planning
• Estate and gift tax: fair market value to support filings
• Proposition 19 transfers: understanding reassessment exposure on inherited property

Each report is prepared to USPAP standards and written to satisfy an assessor, a CPA, or the IRS. For inherited-property reassessment questions, see our Proposition 19 appraisal page.