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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 instiutions
  • Corporations
Welcome to the Phillips Company

lowerside_home_pageThe Phillips Company is a real estate appraisal and consulting firm located in Monterey, California.  Exclusively engaged in the appraisal of residential real property on the Monterey Peninsula, owner Nancy Phillips, SRA, has 35 years of appraisal experience.  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 estate planning, gifting, estate tax, divorce, dispute resolution or litigation.  Mrs. 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.  Detailed appraisal reports are written in a format appropriate for the user’s needs, not on a form designed for lending purposes.  Over the past 33 years, Mrs. 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 Mrs. Phillips’ credentials.