Ohio Gift Tax Appraisers

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Ohio gift tax appraisers providing USPAP-compliant valuations of personal property, equipment and machinery, fine art, business interests, boats and watercraft, and automobiles and vehicles for gift tax filings (Form 709). AppraiseItNow provides credentialed, USPAP-compliant gift tax appraisals across Ohio, including Columbus, Cleveland, and Cincinnati.

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USPAP-CompliantOnsite or OnlineIRS Qualified

DEFENSIBLE, USPAP-COMPLIANT APPRAISAL REPORTS — QUALIFIED FOR THE IRS, OHIO PROBATE COURTS, AND ESTATE ATTORNEYS.

  • IRS
  • Ohio Courts
  • Chase
  • Huntington Bank
  • State Farm
  • Goodwill Industries
  • Bank of America

Credentialed Appraisers Serving Ohio

Between them, our appraisers hold ISA, CAGA, ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, Ohio probate courts, and estate attorneys.

Joe Kattan

Joe Kattan

Owner & CEO

Joe founded AppraiseItNow to make a certified, USPAP-compliant appraisal as simple to order as anything else online. A former Bain & Company strategy consultant, Joe leads the entire team and specializes in strategy, growth, and the firm's tech capabilities.

Anne Hay

Anne Hay

Personal Property Appraiser

ISA Accredited Member with 30 years in the trade, from running estate sales and an auction gallery to appraising luxury apparel, furniture, artwork, antiques, and business assets, primarily for IRS tax filings.

Jason Dolph

Jason Dolph

Machinery & Equipment Appraiser

Third-generation auctioneer and CAGA Certified Appraiser with more than 20 years valuing machinery, equipment, vehicles, business assets, and estates for banks, attorneys, and trustees across the Carolinas.

Ashley Innes

Ashley Innes

Personal Property Appraiser

ISA Accredited Member specializing in Asian art, with a Master's from SOAS and a Postgraduate Diploma in Asian Art. Ashley chairs the ISA's Antiques, Furnishings, and Decorative Arts committee and appraises for charitable donation, insurance, and equitable distribution.

Marnie Erkelens

Marnie Erkelens

Vehicle Appraiser

CAGA Certified Appraiser since 2014, covering vehicles, boats, equipment, fine art, and collectibles. A classic-car restoration background informs her vehicle work, with reports prepared for insurance, divorce, and charitable contributions.

Justin Ramirez

Justin Ramirez

Business Valuation Expert & Appraiser

ASA, ABV, and CFA charterholder. Since 2016 Justin has valued businesses for estate and gift tax, purchase price allocations, fairness opinions, lending, and buy-sell agreements, across manufacturing, services, retail, and pre-revenue biotech.

Raymond Ghelardi

Raymond Ghelardi

Business Valuation Expert & Appraiser

Accredited Senior Appraiser with the American Society of Appraisers. Raymond values capital stock, business enterprises, stock options, and intangible assets.

Aron Blue

Aron Blue

Client Success Manager

Manages each engagement from the first enquiry to the delivered report, and keeps you posted at every step along the way.

  • USPAPWritten to the Uniform Standards of Professional Appraisal Practice
  • Fair market valueThe IRS definition of value that Form 706, probate courts, and gift tax filings apply
  • International Society of AppraisersAccredited Member
  • Certified Appraisers Guild of AmericaCertified Appraiser
  • American Society of AppraisersAccredited Senior Appraiser
  • AICPAAccredited in Business Valuation
  • CFA InstituteChartered Financial Analyst
  • The Appraisal FoundationAuthorized by Congress as the source of appraisal standards

About Gift Tax Appraisals in Ohio

AppraiseItNow provides gift tax appraisal services for Ohio residents and businesses, delivering qualified appraisals that meet IRS standards for Form 709 filings when gifts exceed the federal annual exclusion of $19,000 per recipient. Ohio imposes no state gift tax, so all appraisal requirements follow federal rules, making a defensible, USPAP-compliant valuation essential for protecting transfers from IRS scrutiny. Our appraisals include thorough documentation, proper valuation methodology, and adequate disclosure to start the three-year statute of limitations.

AppraiseItNow offers both remote and onsite appraisal options, making it easy to get a qualified valuation regardless of where your assets are located. Our appraisers in Ohio serve clients across Columbus, Cleveland, Cincinnati, Toledo, Akron, Dayton, and communities throughout the state.

What Does AppraiseItNow Appraise for Gift Tax in Ohio?

AppraiseItNow covers all major asset classes commonly requiring valuation for gift tax purposes in Ohio, including:

  • Personal Property, including jewelry, antiques, furniture, coins, collectibles, and household goods
  • Equipment & Machinery, including medical equipment, restaurant equipment, manufacturing machinery, and technology assets
  • Fine Art, including paintings, prints, sculpture, photography, and mixed media
  • Business Interests, including LLCs, S-corps, partnerships, fractional interests, and privately held stock
  • Boats & Watercraft, including sailboats, powerboats, yachts, jet skis, and personal watercraft
  • Automobiles & Vehicles, including cars, trucks, motorcycles, RVs, trailers, and classic vehicles

Who Does AppraiseItNow Serve in Ohio for Gift Tax?

AppraiseItNow serves Ohio families, business owners, and estate planning professionals who need qualified appraisals to support Form 709 filings, including those transferring business interests, manufacturing equipment, fine art, or vehicles to heirs or other recipients. We also work with attorneys, CPAs, and financial advisors coordinating gift strategies for clients across Ohio's agricultural, manufacturing, and industrial sectors.

Ohio Gift Tax Appraisal: Key Considerations

No State Gift Tax, but Federal Rules Apply

Ohio repealed its estate tax in 2013 and has never imposed a state gift tax, meaning all gift tax appraisal requirements come exclusively from federal IRS standards. This simplifies compliance but makes accurate federal valuation even more critical, since there are no state-level protections if the IRS challenges a reported value.

IRS Form 709 and Qualified Appraisal Requirements

When a gift exceeds the annual exclusion, the donor must file IRS Form 709 by April 15 of the following year. For complex assets such as business interests, fine art, or equipment, the IRS requires a qualified appraisal prepared by a qualified appraiser under IRS Publication 561 standards. Understating values on Form 709 can trigger IRS challenges years after the transfer, making a well-documented appraisal essential.

Common Gift Tax Triggers in Ohio

Ohio's economy generates several common scenarios that require gift tax appraisals:

  • Transferring ownership stakes in family-owned manufacturing or agricultural businesses to the next generation
  • Gifting classic vehicles, boats, or collections to family members below fair market value
  • Passing equipment or machinery assets to heirs as part of succession planning
  • Gifting fine art or high-value personal property to individuals or charitable organizations

Lifetime Exemption Tracking

Gifts above the annual exclusion reduce the donor's lifetime federal exemption, which stands at $13.99 million in 2025. Accurate appraisals are critical for tracking this usage correctly, especially for Ohio business owners making large transfers over multiple years. A qualified appraisal creates a clear, defensible record that supports both current filings and future estate planning.

What Ohio clients say we are known for

Ohio Appraisal Reviews: “I will forever be in your debt” and “They were wonderful to work with”

  1. Answering fast, and staying reachable while the work runs“They were responsive and timely from start to finish” Julia P.Mentioned in 5 reviews
  2. Being the appraiser they come back to“I highly recommend the AppraiseItNow team” Julia P.Mentioned in 3 reviews
  3. Delivering the finished report ahead of the deadlineMentioned in 2 reviews

Across 8 published Ohio appraisal reviews, every one from a client who paid AppraiseItNow for an appraisal, the three things they raise most often are how quickly we answer, that they would hire us again, and how fast the finished report arrived.

  • I recently used AppraiseItNow for a valuation of a 2001 Corvette needed for 2024 Gift Tax purposes. It was straightforward and relatively simple even for someone not too tech savvy like me!
    Gary L. ·

    Car Appraisal for Gift Tax

  • My mother passed away in August 2023 and unfortunately, in the state of Ohio, motorhomes are not transferable on death and was going to have to go through probate court. After speaking with an attorney, I was informed I needed an appraisal. Due to my hectic work schedule and family schedule, I was looking for someone who could do this online, without needing an appointment. After a quick Google search I came across Joe at AppraiseItNow Inc., and instantly felt relief. A quick inquiry led to a few emails back and forth, a very reasonable cost to have the motorhome appraised and all the information needed to submit to get this taken care of. Joe was patient, worked with me as it was going to take a few weeks before I was able to supply the needed images/documents and payment, and less than a week later of submitting it I received the appraisal. His communication is next to none! He responds very quickly, is kind and extremely helpful. If I need anything in the future, I will not hesitate to reach out again! Thank you again! I will forever be in your debt!
    Brandy F., Mentor, OH ·

    Recreational Vehicle Appraisal for Probate

  • I highly recommend the AppraiseItNow team. They were responsive and timely from start to finish, and the whole process was seamless. The final report was super detailed and gave me all the information I needed. I am so glad I hired them and would recommend them to anyone needing an appraisal!
    Julia P. ·

    Technology Equipment Appraisal for Divorce

  • The estate appraisal for our car and rugs was handled quickly and efficiently. The process was smooth and hassle-free.
    Kendall K. ·

    Personal Property Appraisal for Estate Tax

  • AppraiseItNow did an outstanding job appraising my 1998 Bobcat Skid Steer and circa 2010 Yuchai Crawler Dozer. We could not locate a serial number on the dozer, and there were no online sales available, but they were still able to develop an accurate appraisal using known specifications for my dozer compared to other comparable make and model dozers. They diligently researched both equipment items and provided well-documented reports.
    Bob H. ·

    Machinery & Equipment Appraisal

  • I was in dire need of an appraisal for my father's mobile home, which he needed for Medicaid approval. I couldn’t find anyone to do it for a long time, but then I found this company online and decided to give them a try. I’m so glad I did. They were wonderful to work with. I sent the pictures, and within just a few days I received the appraisal. They are absolutely worth the money.
    Kevin N. ·

    Mobile Home Appraisal

Frequently Asked Questions on Ohio Gift Tax Appraisers

Is there an Ohio gift tax?

No. Ohio has never imposed a state gift tax, so gift tax exposure for Ohio donors is entirely federal. Valuations of gifted jewelry, art, vehicles, equipment, and business interests are governed by federal fair market value rules, not any Ohio statute.

Where does a gift appraisal go for an Ohio donor?

It supports federal Form 709, filed with the IRS. There is no Ohio gift tax return, no schedule of gifted personal property for the state, and no filing with a county auditor, the tax commissioner, or a probate court simply because a gift was made.

When does an Ohio resident need to file federal Form 709?

When gifts to a single recipient in a year exceed the federal annual exclusion. Ohio adds no thresholds, deadlines, or forms of its own, so the annual exclusion and lifetime exemption amounts that apply are identical to those in every other state.

Did Ohio's estate tax repeal change how lifetime gifts are treated?

Yes. Former Ohio law pulled certain transfers made in contemplation of death, including tangible personal property gifted within three years of death, back into the taxable estate. That estate tax was repealed for deaths after January 1, 2013, so those lifetime transfers no longer create Ohio-level tax exposure.