Step-Up Basis Appraisals
IRS-compliant property valuations to establish your new tax basis and minimize future capital gains.
Understanding Step-Up in Basis
When you inherit real estate, the tax code generally allows the property's cost basis to be "stepped up" to its Fair Market Value as of the date of the previous owner's death. This means if you sell the property later, you only pay capital gains tax on the appreciation that occurred after you inherited it, potentially saving you tens of thousands of dollars.
Why Get an Appraisal Now?
- Lock in the highest defensible basis value
- Prevent IRS challenges on future sales
- Easier to determine value closer to the date of death
- Essential documentation for your CPA
- Peace of mind for heirs
Our Expertise
- Retrospective valuations (Date of Death)
- Thorough historical market analysis
- IRS-compliant report formatting
- Experience with complex properties
- Collaboration with tax professionals
Don't Leave Money on the Table
Without a professional appraisal establishing the step-up basis, the IRS may challenge your estimated value when you eventually sell the property. Our certified appraisers provide the rock-solid, well-researched documentation required to defend your new tax basis. We specialize in Date of Death (retrospective) appraisals specifically designed for estate tax and step-up basis purposes.
Frequently Asked Questions
Find answers to common questions about our appraisal services.
Get Started Today
Request Your Free Appraisal Quote
Please fill out the form for a quick quote, or call us directly. We'll review your property details and get back to you promptly.
602-428-9904- Accurate, unbiased opinion of value
- Confident decisions backed by real data
- Professionally defensible reports
- Fast turnaround times — never left waiting
- Local expertise from a true market specialist
- Direct access to your appraiser from start to finish
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Need A Quick Appraisal?
Contact us today for a free, no-obligation real estate appraisal quote.
(602) 428-9904