Texas Gift Tax Appraisers

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Texas gift tax appraisers delivering certified 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 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

Gift Tax Appraisals in Texas

AppraiseItNow provides qualified gift tax appraisals for Texas clients transferring high-value assets to family members, trusts, or other recipients. When gifts exceed the 2025 federal annual exclusion of $19,000 per recipient, a defensible appraisal is required to support IRS Form 709 filings and establish fair market value. Texas has no state gift tax, so all appraisal requirements flow from federal IRS rules, making accuracy and USPAP compliance especially important for avoiding indefinite audit exposure.

AppraiseItNow serves clients through both online and onsite appraisal options, making it easy to get a qualified valuation regardless of where you are located. Our appraisers in Texas cover every major metro and region across the state.

What Does AppraiseItNow Appraise for Gift Tax in Texas?

We appraise every major asset class commonly involved in Texas gift transfers, 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 Gift Tax?

We work with Texas families, business owners, estate planning attorneys, and CPAs who need qualified appraisals to support Form 709 filings, document lifetime gift transfers, or substantiate valuations for closely held business interests and personal property gifted to heirs or trusts.

Texas Gift Tax Appraisal: Key Considerations

Texas's energy sector, ranching heritage, and concentration of family-owned businesses in cities like Houston, Dallas-Fort Worth, and Austin create consistent demand for gift tax appraisals. Assets such as privately held business interests, oil and gas equipment, collectibles, and classic vehicles frequently change hands through gifting arrangements that trigger federal valuation requirements.

Because Texas imposes no state gift or estate tax, federal IRS rules are the sole governing framework for gift tax appraisals in the state. A qualified appraisal must meet IRS standards, including appraiser credentials, a detailed description of the asset, the valuation methodology used, and the effective date of the appraisal.

For non-cash gifts exceeding $5,000, IRS Form 8283 requires an appraiser signature. Gifts of art exceeding $20,000 or any asset exceeding $500,000 require a full appraisal to be attached to the return.

Adequate disclosure on Form 709, supported by a qualified appraisal, starts the three-year statute of limitations. Without proper disclosure, the IRS retains indefinite authority to challenge the valuation, a risk that is especially significant for Texas families transferring high-value business interests or collections across generations.

Married couples in Texas can elect gift-splitting to double the annual exclusion to $38,000 per recipient in 2025. When non-cash assets are involved and the combined gift value exceeds the exclusion, a qualified appraisal remains necessary to substantiate the reported fair market value.

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.

  • 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

  • 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

  • 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

  • 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 Gift Tax Appraisers

Does Texas impose a state gift tax?

No general gift tax exists in Texas. Gifts of personal property by Texas residents are reported federally on IRS Form 709 under the federal annual exclusion rules. The one Texas-specific levy is a $10 gift tax on qualifying motor vehicle transfers between listed family members under 34 Tex. Admin. Code § 3.80.

What is Texas Form 14-317 and when is it required?

It is the Texas Affidavit of Motor Vehicle Gift Transfer, required when a vehicle is transferred as a gift or between spouses as community property. The affidavit is filed with the tax assessor-collector of the county where the title application is submitted. No comparable Texas filing office or state form exists for gifts of jewelry, art, equipment, or business interests, which follow only the federal Form 709 rules.

How does Texas value estate property used to fund a bequest?

At its value on the date or dates of distribution rather than the date of death, when a pecuniary devise is funded in kind, unless the governing instrument provides otherwise (Texas Estates Code § 124.051). That distribution-date rule matters when gifted or bequeathed personal property has appreciated or declined since the decedent's death.

Does Texas law define how appraisals must be performed?

For property taxation, yes. Texas Tax Code § 23.01 requires taxable property to be appraised at market value as of January 1 using generally accepted appraisal methods and techniques. That statute governs appraisal districts, not gifts, and creates no Texas gift-tax valuation regime. A gift of jewelry, art, or a business interest is valued under the federal fair market value standard for Form 709, though we apply the same accepted-methods discipline the statute codifies.