Tax Compliance Services
Valuations are a critical element of successful tax planning strategies. Consequently, objective third party valuation opinions are vital.
Mercer Capital has over 25 years of experience providing objective valuations for tax compliance. Our opinions of value are well-reasoned and well-documented, which provide critical support for any potential challenge. The overwhelming majority of the time, our work has resulted in quiet acceptance by the IRS, state, and local taxing authorities.
In the tax compliance arena, Mercer Capital provides valuation services for the following purposes:
Mercer Capital has over 25 years of experience providing objective valuations for tax compliance. Our opinions of value are well-reasoned and well-documented, which provide critical support for any potential challenge. The overwhelming majority of the time, our work has resulted in quiet acceptance by the IRS, state, and local taxing authorities.
In the tax compliance arena, Mercer Capital provides valuation services for the following purposes:
- Family wealth planning
- Gift and estate tax compliance
- Corporate tax planning, such as reorganizations or recapitalizations
- Individual and corporate tax compliance
- Shares of closely held companies
- Shares encumbered by specific restrictions under the securities law or block size issues
- Interests in family limited partnerships and limited liability companies
- Preferred stock, trust preferred securities, and other non-equity instruments
- Stock options and other equity-linked instruments
- Intangible assets
- Covenants and agreements not to compete