For DFW CPAs and estate practitioners
The appraiser who hits your filing deadline.
Filing season doesn’t wait for an appraiser who won’t commit to a date. Send us the address; you get a valuation exhibit you can staple to the 706 without thinking about it again — on a deadline we put in writing.
What you get
- IRS-ready retrospective date-of-death values, gift-tax (709) valuations, trust and step-up-basis records — documented the way the IRS expects.
- A hard turnaround, in writing — Compass in 3–5 business days, or Beacon inside 24 hours of inspection when a deadline is tight.
- A flat, published fee you can pass straight through to the estate.
- Every adjustment statistically supported — regression and paired-sales analysis on real MLS data.
- One email orders it — we chase the access, the inspection, and the file, not you.
The situations you send us most: date-of-death & estate · Form 706 · gift tax (709) · trusts & step-up basis · estate planning.
Recommended service: Compass ($550); complex or large estates confirmed after review.
Your lead magnet
The 706/709 Estate Valuation Deadline Checklist.
The deadlines that drive real-estate valuation, on one page. Get the checklist →
Our guarantee, in writing
If your report isn’t in your inbox within 5 business days of the inspection, we take $100 off. The fee is flat — published right here — and it never changes after you order.