Texas Estate Tax Appraisers

5.0from 80+ client reviews

Texas estate tax appraisers preparing USPAP-compliant appraisals of personal property, equipment and machinery, fine art, business interests, boats and watercraft, and automobiles and vehicles for estate tax filings (Form 706). AppraiseItNow provides credentialed, USPAP-compliant estate tax appraisals across Texas, including Houston, Dallas, and San Antonio.

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

  • IRS
  • Texas Courts
  • Chase
  • Frost Bank
  • State Farm
  • Goodwill Industries
  • Bank of America

Credentialed Appraisers Serving Texas

Between them, our appraisers hold ISA, CAGA, ASA, ABV, and CFA designations, and every report is written to USPAP for the IRS, Texas 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 Estate Tax Appraisals in Texas

AppraiseItNow provides estate tax appraisal services for Texas estates requiring defensible fair market valuations as of the date of death. Texas has no state estate tax, so appraisals here primarily support federal compliance, including IRS Form 706 filings for estates exceeding the federal exemption threshold (currently $13.61 million for 2024). Executors and estate attorneys rely on qualified, USPAP-compliant appraisals to substantiate reported values and avoid IRS penalties of 20% to 40% for substantial valuation understatements.

AppraiseItNow serves clients throughout the state with both online and onsite appraisal options, making the process straightforward regardless of where assets are located. Learn more about our full range of appraisal services in Texas and how we can support your estate's specific needs.

What Does AppraiseItNow Appraise for Estate Tax in Texas?

We cover all major asset classes commonly found in Texas estates, 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 Texas for Estate Tax?

We work with executors, estate attorneys, CPAs, and trustees managing Texas estates that require qualified appraisals for IRS Form 706 filings, probate inventory requirements, or beneficiary distributions involving complex or high-value assets.

What Texas clients say we are known for

Texas 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
  4. Showing the research and the comparables behind the number“They diligently researched both equipment items and provided well-documented reports” Bob H.Mentioned in 2 reviews

Across 9 published Texas 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.

  • 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. , Dallas, TX ·

    Machinery & Equipment Appraisal

  • 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. ·

    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

  • 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

  • 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 Texas Estate Tax Appraisers

Does Texas levy its own estate tax on top of Form 706?

No. Texas has no state estate or inheritance tax, so only estates above the federal exemption (about $13.99 million in 2025) file Form 706, due nine months after death. Valuation work for a Texas estate serves the federal return and the probate record rather than any state death tax.

Must court-appointed estate appraisers live in Texas?

Yes, in the county itself. When a Texas probate court appoints appraisers under Estates Code Chapter 309, it names one to three disinterested residents of the county where letters were granted, with additional county residents appointed where estate property sits in another county. That residency rule is stricter than most states apply.

Why does a Texas inventory separate community and separate property?

Because the Estates Code requires it. The inventory and appraisement must state each item's fair market value as of the date of death and specify which property is community and which is separate, a distinction unique to community property states that shapes how the estate is reported and distributed.

Is household property in a Texas estate subject to local property tax?

No. Texas exempts tangible personal property not used to produce income, so a decedent's jewelry, art, and household contents carry no county tax valuation. Date-of-death values for Form 706 therefore come from appraisal evidence rather than public records, while income-producing equipment and inventory remain on the county rolls.