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Services Provided

  • Expert witness testimony
  • Litigation support
  • Dissolution of marriage
  • Estate tax
  • Gift tax
  • Estate planning/distribution
  • Retrospective valuation
  • Partnership settlement
  • Appraisal review
  • IRS disputes
  • Trusts
  • Property tax evaluation
  • Assessment appeal
  • Purchase and sale

Clients

  • Law firms
  • Accounting firms
  • Governmental agencies
  • Individuals
  • Insurance companies
  • Title companies
  • Financial institutions
  • Corporations

Welcome to the Phillips Company

the Phillips Company

The Phillips Company is a real estate appraisal and consulting firm located in Monterey, California.  Principal Nancy Philips, SRA specializes in the appraisal of residential real property on the Monterey Peninsula. The Phillips Company is a rare appraisal firm that is not focused on lender clients, rather the business emphasis is on addressing the needs of the legal community and their clients for such purposes as litigation, estate planning, gifting, estate tax, divorce, dispute resolution.  Ms. Phillips has provided expert witness testimony on multiple occasions.  Besides testifying in court, litigation support providing review of other expert’s work is essential to help clients understand appraisal strengths and weaknesses, as well as compliance with industry standards and ethics in preparation of cross examination. Over the past 35 years, Ms. Phillips has specialized in appraising all types of residential property on the Monterey Peninsula, while developing expertise in appraising coastal and high value homes.

Quality of education, proven experience, and a commitment to uphold the highest ethics and standards in the appraisal industry is the foundation of Ms. Phillips’ credentials.