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Accounting and Taxes

There are many reasons why you may need an independent certified appraisal related to accounting. An unbiased opinion of value ensures a reliable representation of a real estate asset. We provide credentialed, accurate and well documented valuations that are statutorily compliant for a wide range of needs. We also make ourselves available after delivery of the report, so that we can review the report with you and answer any questions you may have. You will be hard pressed to find another local appraiser firm with our commitment to quality service as reflected in our many online reviews.

Our Product

Although our reports do include a single value datapoint, what we provide is much more than just a simple number. Our appraisers perform extensive research into current market conditions, review and value specific submarket drivers, analyze current trends, and review competitive inventory specific to your home. Our well-prepared appraisal reports help our client's to develop a deeper understanding of current submarket conditions. The reports are in depth analysis which greatly exceed the level of a basic realtor comparable market analysis or computer-generated estimate.

Tax Reporting for Inheritance and Estates

A large portion of our customers are families or estate executors that need to value real estate holdings due to inheritance. Respecting the last wishes of a family member can be an exhausting effort, and we have seen that our clients just want to be as fair as possible in executing the estate plan. We take the time to listen to your specific needs assist in navigation of the process when we are able. Some examples of our related experience include date of death, inheritance, trust, will, probate, and estate planning. For properties of this type, we especially strive to be helpful. We are flexible in scheduling, and supportive with local knowledge of other suppliers of various services. Each of our appraisers are locally born in Palm Beach County and have been appraising for more than 20 years, so we have a lifetime of industry contacts that might be helpful to you.

Additional Accounting and Tax Purpose Reports

Other common uses for real estate appraisals in accounting practice include tax preparation, tax planning, IRS reporting, estate tax, estate planning, retrospective determinations (value for prior points in time), trust management, asset updates for tax purposes, investment analysis, tax assessment due diligence, assistance in financial statement preparation, portfolio reviews and a variety of special use reports specific to financial planning requirements. Our appraisal reports can be customized for a variety of entities and for a variety of intended uses. We are flexible in working with you to provide the most economical report that will meet the required standards for your situation and planned use.

Investment Properties

We are also able to provide appraisals for use in support of investment analysis and financial reporting. We help our accountant and owner-investor clients to make informed decisions related to income analysis, rent schedules, and rental income reporting for single residences as well as multi-family properties of up to 4 units.

Our Capabilities

In the past we have provided appraisals for everything from the contributory value of a pool to extensive multi-folio portfolios. Each of our appraisers are intimately familiar with all residential communities in our territory which includes Palm Beach, Martin, and Saint Lucie Counties. We have appraised over one billion $ worth of residential property locally. Each appraiser in our organization has extensive experience with homes which have specialty considerations such as water frontage, view impacts, boating amenity, locational appeal, and unique features of all types.

We are happy to work with you to determine the most appropriate plan of action to satisfy your specific requirements and situation. We have contacts throughout the industry for appraisal of literally any property you may need help with. If you are unsure of exactly what you need, just give us a call and we will help you figure it out.