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WHAT WE DO: Ready-to-file estate tax and gift tax evaluations for IRS Form 706 and 709, for stocks, bonds, mutual funds, currencies, crypto and much more.
HOW WE DO IT: On your Windows desktop with EVP Office, through our concierge Professional Services, or integrated into your systems with EVP Everywhere or EVP Upload.
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All the details about our company, products, and services, including EVP Office, Professional Services, EVP Everywhere, and EVP Upload.
Latest News
EVP Office 9.1.3 Now Available
EVP Office 9.1.3 shows you security names as you enter them—instantly—and is available now!
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EVP Office 9.1.0: Now Available, Featuring Name Preview
EVP Office 9.1.0 is now available for download, and features the ability to preview security names before an evaluation.