Estate & tax attorneys
Residential valuation developed around the identified property interest, reporting purpose, effective date, intended users, and documentation required for the matter.
Estate, gift & tax-related valuation
IRS and tax appraisals for Metro Atlanta and North Georgia.
GA Appraiser provides well-documented residential valuations for estate tax, gift tax, inherited-property basis, charitable contributions, and other tax-related uses. Each assignment is led by John S. Baldwin, SRA, AI-RRS, a Georgia Certified Residential Appraiser with residential valuation experience dating to 2007.
Tax reporting begins with the correct property interest and valuation date.
IndependentEffective-date focusedClearly documented
The valuation question
The reporting purpose determines what the appraisal must address.
A tax-related appraisal develops an independent value opinion for an identified property interest as of a specific effective date. The property facts, market evidence, assumptions, and report content must be appropriate for that assignment—not borrowed from a mortgage report.
The client’s attorney or tax advisor identifies the applicable return, election, ownership interest, filing requirements, and tax treatment. The appraiser then develops the residential valuation within that defined framework and communicates with the identified professionals.
A credible tax appraisal is built around the correct date, interest, and intended use.View estate appraisal services
Who the firm serves
Valuation support coordinated with the professionals responsible for the filing.
The appraisal remains independent while scope, timing, and report delivery are aligned with the client’s identified tax and fiduciary needs.
CPAs & tax advisors
Direct coordination on the valuation date, intended tax use, ownership facts, report delivery, and property records needed to support the client’s file.
Executors, trustees & fiduciaries
A defined appraisal process for inherited property, estate administration, trust transfers, and other assignments being managed with professional advisors.
Donors & property owners
Independent residential appraisal for a gift, contribution, transfer, or other tax-related use when the assignment requirements are identified before work begins.
How the assignment proceeds
Define the use. Reconstruct the market. Deliver a supported report.
Define the tax-related use
Confirm the client, intended users, property interest, applicable effective date, reporting instructions, deadline, and coordination contacts before work begins.
Reconstruct the relevant market
Document the property as of the valuation date, research the market and comparable evidence from that period, and analyze the interest being appraised.
Deliver a supported report
Explain the data, methods, assumptions, and reconciliation clearly, then remain responsive to the identified attorney, CPA, fiduciary, or other intended user.
Preparing the assignment
Reporting instructions and historical records help define the appraisal.
A prior-date assignment may require evidence of the property’s ownership, features, condition, and market context as of the effective date. The attorney or CPA can also identify any specific reporting or qualified-appraisal requirements.
Do not send tax returns, Social Security numbers, tax identification numbers, or financial account information through the website form.
Helpful information may include
- Property address, parcel information, deed, and ownership interest
- Required effective date and written instructions from counsel or the CPA
- Relevant nonconfidential return schedule or reporting requirements
- Historical photographs, listings, permits, plans, and renovation records
- Prior appraisals, contracts, sales, leases, or marketing information
- Trust, gift, contribution, or transfer details needed to identify the interest
Service area
IRS and tax appraisal coverage across Metro Atlanta and North Georgia.
Assignment coverage is confirmed after reviewing the property, ownership interest, location, effective date, intended tax use, and reporting requirements.
View the full coverage map- Cherokee
- Forsyth
- North Fulton / Milton
- Cobb
- Pickens
- Bartow
- Paulding
- Douglas
- Dawson
- Gilmer
- Gordon
- Lumpkin
- Fannin
- Union
Common questions
IRS and tax appraisal FAQs.
What tax-related uses can a residential appraisal support?
Assignments may support federal or state estate-tax reporting, gift-tax reporting, inherited-property basis documentation, trust or family transfers, noncash charitable contributions, and other tax-related matters identified by the client’s attorney or tax advisor.
How is a tax appraisal different from a mortgage appraisal?
A mortgage appraisal is developed for a lending decision and lender requirements. A tax-related appraisal is built around the identified tax or reporting use, property interest, effective date, intended users, and applicable appraisal requirements. A prior-date valuation may require substantial historical research.
Does inherited property always use the date-of-death value?
Inherited-property basis is generally associated with fair market value on the date of death, but exceptions and elections may apply. An alternate valuation date may be relevant only when properly elected for the estate. The attorney or tax advisor determines the applicable tax treatment and instructs the appraiser on the required date.
Can the appraisal support Form 706 or Form 709?
A residential appraisal may support real-estate values reported for an estate-tax return or the fair market value of a real-property gift. The executor, attorney, CPA, or tax preparer determines whether a return is required, how the property is reported, and what supporting material must be filed.
What is a qualified appraisal?
A qualified appraisal is an appraisal that satisfies requirements applicable to a specific tax use, including requirements concerning the appraiser, effective date, report content, methods, and timing. The intended use should be identified before engagement so the appraiser can determine whether the assignment can meet the applicable requirements.
Can a residential appraisal support a charitable contribution?
Potentially. A contribution of residential real estate may require a qualified appraisal and related reporting, depending on the property, claimed amount, interest transferred, and applicable rules. The donor’s tax advisor should identify the filing and substantiation requirements before the appraisal is ordered.
Who should engage the appraiser for a tax-related assignment?
The appropriate client may be an executor, trustee, donor, property owner, attorney, CPA, or another responsible party. The engagement should identify the intended use and users, property interest, effective date, and professional advisors who may need to rely on or receive the report.
What does an IRS or tax appraisal cost, and how long does it take?
The fee and delivery schedule are quoted after reviewing the property, interest being appraised, effective date, intended use, historical records, complexity, reporting requirements, and deadline. Older effective dates or unusual ownership interests may require additional research.
Discuss an IRS or tax appraisal
Start with the property, ownership interest, and effective date.
Provide the basic assignment details below. The firm will respond directly to discuss scope, timing, availability, and coordination with the attorney, CPA, or fiduciary responsible for the matter.
EmailJohn@GAAppraiser.com
Phone(770) 315-2572
Before sending
Please do not include confidential documents, Social Security numbers, tax identification numbers, or financial account details. Assignment acceptance is confirmed separately in writing.