Estate and Gift Tax Valuation Services

IRS-Compliant Business Valuations for Estate and Gift Tax Reporting

When transferring ownership interests in a privately held business—whether as part of an estate plan or a lifetime gift—the IRS requires a qualified, well-documented business valuation.

At Wyckoff Valuation, we provide credible, defensible valuations that comply with IRS Revenue Ruling 59-60 and withstand examination. With over 30 years of experience, we work with attorneys, CPAs, and high-net-worth families to meet estate and gift tax requirements quickly and accurately.

When a Business Valuation Is Required

You may need a valuation for:

  • Gifts of business interests to family members or trusts

  • Form 709 Gift Tax Returns

  • Form 706 Estate Tax Returns

  • Valuation of fractional or minority interests

  • Estate planning, succession, or family transfers

  • IRS audit defense or litigation support

What You’ll Receive

Our valuations are designed for legal defensibility and audit readiness. Each report includes:

  • Determination of Fair Market Value as defined by the IRS

  • Analysis under Revenue Ruling 59-60

  • Consideration of discounts for lack of control and lack of marketability

  • Use of appropriate valuation methods (income, market, or asset-based approaches)

  • A full narrative report including supporting schedules and assumptions

  • Signed certification by a qualified valuation professional

What Makes Wyckoff Valuation Different

  • 30+ years of business valuation experience

  • Trusted by estate attorneys, CPAs, and fiduciaries

  • Fixed-fee pricing—you’ll know your cost upfront

  • Fast, professional service with delivery in 10–15 business days

  • Reports that withstand IRS review and challenge

What We’ll Need to Get Started

To begin your engagement, we typically request:

  • Company name and ownership structure

  • Percentage or number of shares being transferred

  • Financial statements and/or tax returns

  • Operating agreement, buy-sell agreement, or bylaws

  • Brief description of the business and industry

  • Date and purpose of the transfer (estate or gift)

Pricing and Turnaround Time

We offer fixed-fee pricing based on the size of the interest being valued and the complexity of the entity. Most valuations are delivered within 10–15 business days once all documentation is received.

Get in Touch

To discuss your estate or gift tax valuation needs:

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