Form 706 Estate Tax Appraisal Services

USPAP-compliant, IRS-qualified valuations of estate tangible personal property, prepared to support the estate tax return and stand up to examination.

Attorneys, CPAs & Fiduciaries

-For Professionals

Support your estate administration with appraisal reports that hold up under examination and complement your tax filings.

• Date-of-death valuations of estate tangible property

• Alternate valuation date support

• Fair market value documentation for Form 706

• Estate inventory review and reconciliation

• Defensible, clearly cited methodology

• Consistent reporting across multiple properties and estates

Families & Executors

-For Families

Guidance through the appraisal side of settling an estate — clear communication, respectful handling, and reports you can file with confidence.

• Plain-language explanation of the process

• On-site inspection of household contents

• Itemized reports organized for the estate

• Coordination with your attorney and accountant

• Respectful, timely handling of the property

-Credentials & Standards

Credentials and standards behind every report

USPAP-Compliant

IRS-Qualified Appraiser

Accredited Fine Art Appraiser

Form 706 Filing Support

Appraisal reports prepared in accordance with the Uniform Standards of Professional Appraisal Practice.

Appraisals prepared by an appraiser meeting the IRS qualified-appraiser requirements for estate tax filings.

Accredited Member of the International Society of Appraisers, specializing in fine art.

Valuations and documentation prepared to support the estate tax return and its filing requirements.

-How It Works

A clear path from intake to filed report

Intake & Scope

Inspection & Research

Valuation & Report

Delivery & Filing Support

We confirm the valuation date, the property to be appraised, and the engagement terms — then coordinate with your attorney or accountant.

On-site inspection of the property, photography, and documentation, followed by market research and comparable analysis.

Values are developed and a USPAP-compliant appraisal report is drafted with clearly cited methodology and supporting data.

The completed report is delivered to the fiduciary and advisors, organized to support the Form 706 filing.

Single point of contact for fine art, antiques, collectibles, firearms, jewelry, and household contents — coordinated for consistency across multiple properties.