Ian Bryzek, CPA
What records establish tax basis?
The strongest basis file tells a dated story of ownership, value, changes, and eventual disposition.
Paperwork is often spread across a safe, email account, broker portal, and professional files.
An indexed file helps Ian identify which facts are supported and which require reconstruction.
What to gather
- Title or account ownership record
- Valuation support
- Transfer and distribution documents
- Improvement or transaction history
- Sale documents if applicable
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
Create a one-page index that names the source and date of every key record.
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.