ISVImmobilien

Valuation report for inheritance & gift tax

If the value of your property as assessed by the tax office seems too high, a valuation report can serve as proof of the lower fair market value.

Proof of value for the tax office

For this purpose, a full market value appraisal that is transparent and comprehensively documented is usually required. It allows you to set a substantiated value against the assessed one.

Act in good time

Note the deadlines in your tax assessment notice. Get in touch with me early so that the report is ready in time. The tax assessment itself is handled by your tax adviser.

What a report can achieve in tax proceedings

The tax authorities' valuation rules are standardised and often differ from the actual market value. If the proven market value is lower, this can be relevant for tax. The prerequisite is a report that meets the requirements and is soundly reasoned.

Working with your tax adviser

Whether and how the proof is used for tax purposes is for your tax adviser to judge. I provide the valuation report and, if you wish, coordinate directly with your adviser so that deadlines and requirements fit.

Frequently asked questions

Is a short appraisal report enough for the tax office?

As a rule, a full market value appraisal is the robust proof. I'll advise you on the right type.

Do you provide tax advice?

No, I prepare the valuation report. Tax advice is provided by your tax adviser.

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Aleksandra Balenko – your contact at ISV Immobilien

Your contact

Aleksandra Balenko

Estate Agency & Valuation Office · Erding & surrounding area

“A valuation report is only as good as its transparency. I'll explain every step to you personally.”

As an estate agent and certified appraiser, I accompany you personally – from the first assessment to a successful handover. Firmly rooted in Erding and Munich, with a network of buyers, partners and specialists.

Request a valuation report