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Business Valuation for Tax Returns

Credibility is your first line of defense against the IRS.

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An independent business appraisal is required to accompany tax returns that report certain transactions, including:

  • Gifts during life
  • Estate transfers
  • C to S corporate form conversion
  • Intangible asset purchases/sales
  • Granting of employee incentive stock options
  • Transfers or swaps of debt
  • 83(b) elections
  • Stock option grants under Section 409A

When these needs for tax support services arise, you need a valuation services provider who understands that your goal is to pay only the amount of tax that is your obligation, while minimizing exposure to scrutiny and challenges from the Internal Revenue Service. HA&W's Business Valuation group is your help against costly, time-consuming IRS challenges. When your return is supported by an HA&W valuation, you can focus on running your business instead of being worried about an IRS challenge.

Peace of Mind

At the end of the day, not only do you want somebody you can trust to get the job done accurately and on time, but also you want to watch the bottom line. If an audited appraisal is challenged by the IRS, it could cost upwards of $100,000. Working with HA&W, you'll be confident in knowing that the appraisal documentation for your return will discourage a potentially costly and time-consuming challenge.

Credibility is Key

Our valuations are supported with relevant and timely information. From market studies to market multiples, the IRS is able to trace every word and every figure to its source of fact or informed professional judgment. Our firm's quality control processes, including multiple peer reviews and quality control processes used in performing public audits, enable us to produce reports and analyses that are mistake-free.

Professional Standards

It is imperative to engage a trusted business advisor who operates at the highest level of business valuation standards and ethics. HA&W's Business Valuation group strictly adheres to the professional standards set forth under the Uniform Standards of Professional Appraisal Practice (USPAP), the only professional business appraisal standards recognized by the U.S. government. Your tax reporting will be supported with an appraisal that is prepared in accordance with the gold standard of the profession, minimizing the risk of a challenge.

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