FAIR Launch Draft
What CPAs Need in an Appraisal Report for Tax
CPAs need appraisal reports with clear purpose, consistent date framing, transparent valuation logic, and support exhibits that map cleanly to conclusions.
- Keep methodology readable by mixed technical audiences.
- Deliver report + appendix + concise summary memo.
- Run pre-filing reconciliation across values and identifiers.
- What slows CPA review most? Inconsistent terminology and missing references.
- Do plain-language summaries help? Yes, materially.
- Can advisors request revisions? Yes, early review is best.