Ian Bryzek, CPA
How do improvements made after death fit into the basis file?
Post-death renovation records belong beside, but never inside, the date-of-death value evidence.
A family may repair a roof or remodel a kitchen to make the property safe, rentable, or sale-ready.
Later work may affect a future calculation, while it does not rewrite the property's supported value at death.
What to gather
- Date-of-death appraisal
- Contracts and paid invoices
- Permits
- Before-and-after photos
Who usually handles what
- Ian can organize the tax reporting question and the supporting records.
- James Valdez can provide an independent residential fair-market-value appraisal.
A practical next step
Sort each project by date and purpose before combining it with sale records.
When a property value is part of the picture
When residential real estate needs a supported fair market value as of a relevant date, an independent appraiser may be part of the documentation process. Ian does not determine fair market value.
Related guides
This is general tax information, not tax or legal advice. Outcomes depend on the documents, ownership, timing, and law that apply to the particular facts.