EVP Office is a suite of Windows applications that can produce estate- and gift-tax evaluation reports for millions of securities, especially for filing IRS Forms 706 and 709. The individual programs are EstateVal, GiftVal, CostBasis, and CapWatch.
Billing is per evaluated security. There is no charge for downloading or upgrading, there are no monthly minimums, per-installation charges, or other fees. All support is free. A complete fee schedule and discount table is available.
The software runs on every version of Windows (XP, Vista, 7, 8, 10, 11, Server 2003, Server 2008, Server 2008 R2, Server 2012, Server 2012 R2, Server 2016, and Server 2019), and on any computer made in the last twenty years. Downloads of the latest version are available here.
The EVP Office License Agreement, which must be agreed to during installation, is available here.
You can find out more information about EVP Office in our Frequently Asked Questions and Tutorials.
