Trust & Estate Tax Valuations in Southern California
Precise Valuations for Trusts and Tax Filings
When a trust holds real estate, or an estate tax return must be filed, the numbers have to be right — and documented to the standard the IRS expects.
Tanner & Associates provides trust and estate tax valuations for trustees, CPAs, and families throughout Southern California. With 45+ years in the appraisal business, we prepare the kind of thorough, well-supported reports that stand up to scrutiny.
What's Included
- 01
Full property inspection — documenting condition, features, and everything affecting value
- 02
Market analysis tied to the valuation date — for estate tax purposes, this is typically the date of death; for trust administration, the relevant date for your situation
- 03
Comparable sales research and adjustments — similar properties analyzed and adjusted for differences
- 04
Certified opinion of value — a professional report prepared to the standard the IRS expects for estate tax filings
- 05
Complete supporting documentation — photos, records, and the full analysis behind the number
Who Needs This
Trustees administering a trust that holds real estate
CPAs and tax professionals preparing estate tax returns (including IRS Form 706)
Estate attorneys handling trust and tax matters for clients
Families working through trust distributions who need a documented property value
Our Process
Call
We discuss the property, the purpose of the valuation, the relevant valuation date, and any filing deadlines.
Inspection
We visit and document the property thoroughly.
Research and analysis
Comparable sales and market data are analyzed for the valuation date.
Report delivery
A certified valuation report, ready for your CPA, attorney, or tax filing — delivered on your timeline.
Frequently Asked Questions
Appraisal Coverage Across Southern California
- Ventura County
- Los Angeles County
- Orange County
- San Diego County
- Riverside County
- San Bernardino County
and surrounding Southern California communities.
Need a trust or estate tax valuation?
Need a trust or estate tax valuation? Call (562) 803-8888 — Mon–Fri, 8:30 AM–3:00 PM PT.