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.
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