We're Evaluation Services, Inc. and we are
experts in global stock and bond valuations and capital change
reporting since 1985. We help you minimize the possibility of an
audit by enabling you to submit ready-to-file reports, accessing
over 4 million current and historical listed stocks and bonds
prices, from 1968. (See Completed Coverage
). You can find a complete
list of our services here.
Whether your needs
call for global stock and bonds valuations, capital change
reporting, or cost basis calculations, ESI has several ways to
submit your request:
Appraise.Windows: Download the
latest version of our Desktop software and work online, completing
reports on your own computer.Appraise.Asp: (Application Service
Provider) is our "web top" solution. It allows you full access
to our complete software package with one simple click of a button.
The only requirements are an internet browser, user name, password,
and the download and installation of a connectivity
application.
Appraise.E-mail: E-mail us your
valuation request, filling out a simple web-based form.
Appraise.Mail/Fax: Send your
valuation request via fax. Print out our order form, fax it, and let
our dedicated professionals process it promptly.
Our Appraise.Windows and
Appraise.Asp services were
reviewed in the March 2007 Trusts & Estate Technology Review
newsletter by Don Kelley. He has served on the governing
boards of the American Bar Association Real Property, Probate and
Trust Section and the American College of Tax Counsel. He is a past
regent and past chair of the Committee on Technology in the Practice
of the American College of Trust and Estate Counsel. We
received a very favorable review (see below).
Kelley Rating (one
asterisk = lowest, to five asterisks =
highest):
- Ease of
navigation, design of interface and learning curve
***
- Instructional
documentation and help system
****
- Carries out the goal
of the product as advertised
*****
- Overall usefulness
*****You can read the entire review at: Technology
Review
For quick, accurate, and economical
stock and bond valuations and capital change reporting,
no company does it better, faster, and for less than
Evaluation Services, Inc. We give you access to all the tools,
information, and professional support you need to increase your profits
and serve your customers better.
Evaluation Services, Inc. has
recently entered into a partnership with Xcitek to offer historical
cost basis with tax allocation factors, corporate actions,
transfer/paying agents, and exclusive Cost Basis Calculator. The
Cost Basis can be determined in an instant using the cost basis
calculator. The cost basis calculator is used for small and mid
sized tax preparation companies who are overpaying for cost basis
and corporate actions. Appraise Plus is a pay as you go query
service which provides more information at lower price. The Appraise
Dividend Reinvestor is used for dividend reinvestment plans,
automatically adjusting for stock splits. For accurate Cost Basis,
no companies does it better, faster, and for less than Evaluation
Services, Inc. Our exclusive evaluation services help you reduce
your costs, increase your productivity, and service your customer
better. We give you access to all the tools, information, and
professional support you need. Estate valuations & estate
valuation taxes and valuing estate taxes are complex and every time
you prepare a return, you face the possibility of an IRS audit.
Contact Evaluation Services, Inc. today for more information on all
our evaluation services including valuing estate taxes, estate
valuation & valuations, stock val & valuations, bond
valuations, tax basis, cost basis, dividend reinvestment, as well as
our other evaluation services.
sitemap.html
|
