Business Details
23 Years
experience
Trusted Real Estate Appraisal Services in Walnut Creek, CA
Since 2003, Greater Bay Appraisal has established itself as a trusted provider of real estate valuation services in the Bay Area and beyond. Our team of California Certified Real Estate Appraisers specializes in delivering defensible, accurate valuations for mortgage lenders, attorneys, homeowners, and real estate professionals. We maintain expertise through continuous education and analysis of local market trends, ensuring reliable appraisals for diverse real estate types. Our services include date of death appraisals for estate planning, divorce-related valuations, expert witness testimony, and retrospective appraisals meeting IRS and California state requirements.We adhere to the Uniform Standards of Professional Appraisal Practice (USPAP), prioritizing ethical conduct, confidentiality, and discretion in all assignments. Our proven track record demonstrates our ability to reduce clients' time, effort, and costs while maintaining rigorous quality standards.
Services
Date of Death Appraisal
Divorce Appraisal
Expert Witness Services
Estate Valuation
Step-Up Basis Appraisal
Details
- Year established: 2003
Highlights and features
- We have over 20 years of experience in real estate appraisal services.
- Our team consists of California Certified Real Estate Appraisers.
- We specialize in court-defensible retrospective appraisals for legal matters.
- We maintain USPAP compliance for ethical and professional standards.
- Our appraisals meet IRS and California state agency requirements.
Associations and certifications
- FHA Certified
- USPAP Compliant
What people say
Knowledgeable and professional
Reasonable cost
Received within a week
Defensible reports
Services
Date of Death Appraisal
Specialized valuation services for inherited properties, establishing accurate cost basis for tax purposes. Our certified appraisers provide retrospective valuations meeting IRS and California state requirements. Reports include detailed market analysis to support estate settlements and capital gains calculations.
Divorce Appraisal
Court-compliant real estate valuations for divorce proceedings, determining fair market value for property division. We conduct retrospective appraisals matching divorce dates and provide documentation meeting legal standards for property buyouts or sales.
Expert Witness Services
Professional appraisal testimony for legal cases involving property valuation disputes. Services include condemnation cases, stigmatized properties, and tax-related litigation. Our reports withstand judicial scrutiny through comprehensive analysis and USPAP compliance.
Estate Valuation
Ethical, accurate property valuations for estate administration, meeting requirements of executors and beneficiaries. We provide retrospective appraisals with effective dates matching date of death, ensuring compliance with tax regulations and equitable asset distribution.
Step-Up Basis Appraisal
Specialized appraisals determining updated property values for inherited assets, minimizing capital gains tax liabilities. Our certified reports document market value at time of inheritance, meeting IRS documentation requirements for tax filings.
Questions
What documentation do I need for a date of death appraisal?
We require the death certificate, property address, and any existing estate documents. Our team handles retrospective valuations using historical market data.
How do divorce appraisals differ from standard valuations?
Divorce appraisals include retrospective analysis to determine value as of the divorce date, with documentation meeting family court requirements.
Are your appraisals accepted by tax authorities?
Yes, our USPAP-compliant reports meet IRS and California Franchise Tax Board requirements for estate and gift tax filings.
Can you provide expert testimony if needed?
Our certified appraisers offer litigation support, including court testimony and analysis of competing valuation reports.
What areas do you serve for local appraisals?
We cover Contra Costa County, Alameda County, and surrounding Northern California areas for residential and commercial properties.
Reviews (1)
Lino Rivera
Aug 21, 2013
Report
I got called into work the day of my appointment and Jake rescheduled for the following day for me. Thanks again
