"This industry is built on having as much information as possible at your fingertips."
"We prefer to receive more information than the minimum which is required by the instructions.
As we receive fewer details, the possibility of an audit increases dramatically."
- IRS Brookhaven Services Center
Appraise reports speak for themselves. As you can see by reviewing our sample reports below, they are well organized, fully detailed and easy to read. Each report includes all the information required by the IRS and more.
Most of the securities pricing you find on the Internet will only provide you with a portion of the securities data you need to file an accurate estate or gift tax return. The use of these services to calculate IRS 706/ 709 Estate/Gift Tax reports can result in incomplete and inaccurate reports that could lead you to an audit. (See IRS Regulations)
Further, because back-up data is often required to document pricing information, Appraise features an exclusive Supplementary Report that documents and verifies the accuracy of all information reported.
Appraise provides all the information you need.
Click on the name of the Appraise feature to see what its report looks like.
Carry Over Basis
Charitable Remainder Trust
Corporate Action Detail (without tax
Corporate Action Overview (without tax
Corporate Action/Capital Changes Detail
(with tax status)
Corporate Action/Capital Changes Overview
(with tax status)
Cost Basis Calculator
your Cost Basis and Capital Gains for
securities in Dividend Reinvestment Plans.
Estate & Gift Tax IRS Mode: IRS
Date of Death Valuation.
Estate & Gift Tax:
IRS 706 Schedule B, G and H.
Date of Death,
Alternate Date, and
EZPrice: Portfolio Pricing.
Foreign Dividended Report
Stock Dividend History, and
Stock Split History.
Multi Date Pricing: Daily,
Personal & Fiduciary
IRS Form 1040 & 1041 Income Allocator.
Pooled Income Fund