Ian Bryzek, CPA
What if property basis records do not match?
Conflicting names, dates, square footage, or values should be investigated before a return relies on one version.
A deed, appraisal, assessor record, and old listing can describe the same home differently.
Some differences are clerical; others reveal an unresolved title or property-history issue.
What to gather
- All conflicting documents
- Current title report
- Appraisal report
- Assessor record
- Written comparison of differences
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.
- An estate attorney handles title, authority, trust terms, and beneficiary rights.
A practical next step
Preserve the conflict and ask the right professional to resolve the part within their role.
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.
Questions about title, probate authority, trust meaning, or a beneficiary's legal rights belong with an estate attorney. Start with the Professionals directory: /professionals/
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.