Legal & Financial Services
Whether you need an appraisal for estate planning, divorce settlement, or retroactive "date of death" valuations, we provide thorough inspections, accurate valuations, and well-supported opinions you can trust.
Trusted by Attorneys and Accountants
ACCOUNTANTS &
FINANCIAL ADVISORS
At XCEL Appraisal, we work closely with accountants and financial advisors across Massachusetts, providing appraisals for a wide range of needs, including trusts, estate purposes, tax planning, asset updates, IRS matters, and more.
Whether you need an appraisal for a single property or an entire portfolio, we have the expertise to deliver the accurate, actionable information you need to develop effective strategies that best serve your clients. For IRS purposes we provide qualified appraisals that meet Internal Revenue Services appraisals standards.
We welcome the opportunity of working with you for:
Estate | Financial Planning | Settlement
Tax Planning & Compliance
Portfolio Valuation
Investment Property Appraisals
Step-Up Basis Valuation
Equitable Division of Assets
ATTORNEYS
Attorneys rely on XCEL Appraisal for our expert services for a variety of cases, including estate resolution, divorce settlements, and more.
You can count on us for credible, defensible appraisal reports that meet the needs of you and your clients.
Some of our services include:
Divorce & Family Law
Estate Settlement & Date of Death
Dispute Resolution | Mediation | Negotiation
Real Estate Transactions
Immigration Appraisals
Tax Disputes & Valuations