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Appraisal Services Provided For

  • 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

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The 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 been an appraiser since college. 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 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.  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.