Our Services

Two Specialties. One Mission.

Whether you need a certified appraisal or a full tax appeal, Caldwell & Sons brings the same local expertise to every case in Southwest Florida.

Aerial view of Sanibel and Captiva Island properties

Property Appraisal

An accurate, independent appraisal is the cornerstone of protecting your property's value.

Our licensed and certified appraisers conduct thorough, defensible market analyses and on-site property evaluations across Lee, Collier, Hendry, Charlotte, Sarasota, Manatee and Glades Counties. We document your property's true fair market value using the most current comparable sales data, condition assessments, and local market trends. Every appraisal we produce meets USPAP (Uniform Standards of Professional Appraisal Practice) standards and is built to hold up under scrutiny in any legal, financial, or real estate transaction.

When You Need an Appraisal

Estate planning and settlement
Pre-listing price guidance or pre-purchase valuation
Divorce or legal proceedings
Insurance coverage disputes
Refinancing or loan purposes
Date-of-death or retrospective valuations

Our Appraisal Process

01

Property Inspection

We conduct a thorough on-site inspection, documenting condition, features, and any factors affecting value.

02

Market Analysis

We research recent comparable sales, market trends, and neighborhood data specific to Southwest Florida.

03

Certified Report

You receive a USPAP-compliant written appraisal report ready for use in appeals, legal proceedings, or financial decisions.

Property Tax Appeals

If your county assessment is higher than your property's true market value, you are overpaying — and we can fix that.

Florida law gives every property owner the right to challenge their assessment through the Value Adjustment Board (VAB). Caldwell & Sons handles the entire appeal process on your behalf — from reviewing your TRIM notice and gathering evidence, to filing the petition, preparing your case, and representing you at the hearing. We know the local assessors, we know the process, and we know how to win.

Professional reviewing property tax documents

Signs You May Have a Case

Your assessed value jumped significantly this year
Your assessment is higher than what you paid for the property
Comparable homes in your area are assessed lower
Your property has condition issues not reflected in the assessment
You received a TRIM notice and the numbers don't add up
You've never challenged your assessment before

Our Appeals Process

01

Free Case Review

We review your TRIM notice and current assessment at no cost to determine if you have grounds for a successful appeal.

02

Filing & Evidence

We handle filing your VAB petition before the deadline, gathering comparable sales data, and preparing your appeal evidence.

03

Hearing & Resolution

We represent you at the VAB hearing, present your case, and negotiate the maximum possible reduction.

Frequently Asked Questions

How much does a tax appeal cost?

We work on a contingency basis for tax appeals — you pay nothing upfront. Our fee is a percentage of the tax savings we secure for you. If we don't win, you don't pay.

What is the deadline to file a tax appeal in Florida?

In Florida, you typically have 25 days from the mailing of your TRIM (Truth in Millage) notice to file a petition with the Value Adjustment Board. TRIM notices are usually mailed in August. Don't wait — contact us as soon as you receive yours.

How long does the appeal process take?

Most VAB hearings in Southwest Florida are scheduled within 3-8 months of filing. We handle all deadlines and communications so you don't have to track anything.

Do I need an appraisal to file a tax appeal?

A certified appraisal is not a legal requirement to file a VAB petition. While an appraisal can be used as supporting evidence, our team goes further — we build a complete case, develop all necessary documentation, and represent you through every stage of the appeal process.

Which counties do you serve?

We serve Lee, Collier, Hendry, Charlotte, Sarasota, Manatee and Glades Counties — the core of Southwest Florida. Contact us if you're in a neighboring county and we'll let you know if we can help.

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