Tax & Assessment
Step-Up Basis Appraisals
When inherited property may receive a stepped-up tax basis, a documented opinion of value supports the discussion with tax professionals. We provide residential valuations for step-up basis questions in the Greater Orlando Area.
What This Service Involves
Step-up basis refers to a potential adjustment in the tax basis of inherited property to its fair market value at a certain date. When residential real estate is inherited, a documented opinion of value as of the relevant date can support discussions with a tax professional about basis.
An appraisal for a step-up basis question provides a supported opinion of a residential property's market value as of the relevant date, often the date of death. We provide the valuation; we do not determine whether a step-up applies or guarantee any particular tax treatment.
This is a residential real estate valuation. Tax basis rules are complex and are a question for a tax professional. We do not provide tax advice or guarantee any tax outcome.
When Someone May Need It
You have inherited residential property and a tax advisor needs a documented opinion of value as of the relevant date.
An estate is being administered and a step-up basis question requires a supported valuation.
You are working with a tax professional and need an independent appraisal for basis discussions.
- For example, an heir inherits a home and their tax advisor requests an appraisal as of the date of death to discuss basis.
- For example, an estate administrator needs a documented value for inherited residential property to support a basis discussion.
What the Analysis Considers
The factors considered depend on the agreed scope of the assignment and the information available. Relevant considerations may include:
- Property type, size, layout, condition, and improvements
- Comparable sales and local market conditions as of the relevant date
- The property rights or ownership interests being appraised
- The intended use of the appraisal and intended users
- The effective date of the valuation (often the date of death)
Information That May Help
Not every item below is required for every assignment. These are examples of information that can help move your request forward. Please do not send sensitive legal or financial records through the general inquiry form on this page.
- The property address
- The relevant valuation date (often the date of death)
- The intended use of the appraisal (step-up basis discussion)
- Who the intended users of the report are
- The desired completion date
How the Assignment Works
- 1
Scope confirmation
We confirm the intended use, intended users, and the effective date before work begins.
- 2
Information collection
We gather property details and any historical records from the relevant date.
- 3
Inspection when applicable
A current inspection may help confirm present condition, but the value conclusion reflects the property and market as of the relevant date.
- 4
Market research and analysis
We research comparable sales and market conditions as of the relevant date and apply the appropriate valuation approaches.
- 5
Report delivery
We deliver a written, supported opinion of value as of the relevant date, consistent with the agreed scope.
Related Services
Frequently Asked Questions
Find answers to common questions about our appraisal services.
We service the following Property Types
Our certified appraisers have extensive experience across a diverse range of residential properties in the Greater Orlando Area.
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About Our Team
On Point AppraisalTrusted Real Estate Appraisal Services in Orlando
Jeremy Turner — Senior Appraiser
Meet Jeremy Turner
I'm Jeremy Turner, senior appraiser at On Point Appraisal. Real estate appraisal isn't just a job for me; it's something I'm genuinely passionate about. I've appraised homes and properties across the Orlando Metro market, and I've seen firsthand how much accurate valuations matter when people are making major decisions about their property.
I've built my career on precision, transparency, and deep local market knowledge. My work spans a wide range of assignments, private appraisals for trust and estate purposes, divorce, bankruptcy, probate, tax appeals, pre-listing decisions, and more, for property owners, real estate professionals, attorneys, financial institutions, and other clients who need valuations they can stand behind.
Every market is diverse, and no two properties tell the same story. I've appraised everything from single-family homes to luxury estates, historic properties, and homes in neighborhoods where values are shifting fast. I take pride in understanding what makes each one unique.
What sets me apart is a hands-on approach. I don't just run the numbers, I inspect every property myself, evaluate its specific features, and place it in the context of the local market. The result is an appraisal that's detailed, defensible, and gives you real confidence in your decision.
Our Commitment
At On Point Appraisal, professionalism and integrity are the foundation of everything we do. We deliver accurate, well-supported valuations with competitive rates and efficient turnaround. No assignment is too large or too small. That commitment is what's built lasting relationships with clients throughout the Orlando Metro area.
Give us a call today with any questions you may have at: 407-606-4225
Client Reviews
What Our Clients Have To Say
"Jeremy was very personable and professional. He arrived on time explained what he was going to do and finished in a timely manner. I would definitely recommend him to anyone who needs an appraiser."
Mark L.
3 Months Ago
"Jeremy was very professional and prompt. He answered all of my questions and made me feel at ease. He did a very detailed appraisal. Would recommend On Point Appraisal without hesitation."
P B
10 Months Ago
"Just had an experience with Jeremy from On Point Appraisal. I would highly recommend their service. Jeremy was very pleasant on the phone for my appraisal request and came out to see property very quickly. He again was very professional, kind hearted and very easy to talk to. He made sure all our needs were met and had our appraisal back very soon. Thank you for such a great experience Jeremy!"
Michele Jarosin
11 Months Ago
"Great customer service. Very quick response and the process was smooth. Was able to get an appraisal and estimate within the week. Would highly recommend."
Briana Robinson
1 Year Ago
Areas We Serve
On Point Appraisal provides certified real estate appraisal services throughout the Greater Orlando Area. Explore our local coverage area to learn more about appraisal services in your community.
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