MASSACHUSETTS
Massachusetts Gift Tax Appraisers
Massachusetts gift tax appraisers covering closely held business interests, family limited partnerships, and minority stock, prepared in accordance with USPAP and IRS Form 709 requirements. Equity Business Valuation Services prepares defensible gift tax valuations for business owners in Boston, Worcester, Springfield, Cambridge, and across Massachusetts.
- USPAP-compliant business valuations
- IRS Form 709-ready reports
- Business owners statewide in Massachusetts
Get Started
Request an Appraisal
VALUATION SCOPE
Massachusetts Business Interests We Value for Federal Gift Tax Filings
Our appraisers prepare USPAP-compliant gift tax valuations of privately held companies and ownership interests held by Massachusetts families and business owners. Each report is built for its intended use on IRS Form 709 and structured to withstand audit scrutiny.
Closely Held & Family Businesses
Fair market value of privately held Massachusetts companies transferred to children, trusts, or other family members.
Family Limited Partnerships & LLCs
FLP and LLC interests valued with analysis of applicable discounts for lack of control and lack of marketability.
Minority & Fractional Interests
Non-controlling stakes and fractional ownership positions valued for lifetime gift transfers.
S-Corporation & Partnership Stock
S corporation shares and partnership units gifted as part of a succession or estate plan.
Professional Practices & Service Firms
Medical, dental, legal, and other professional practices valued for owner gifting strategies.
Holding & Investment Entities
Family holding companies and investment partnerships valued for intergenerational transfers.
WHY IT MATTERS
Gift Tax Valuations Built for IRS Form 709 and Massachusetts Estate Planning
When Massachusetts business owners transfer shares of a company to the next generation, the IRS requires a qualified appraisal to support the value reported on Form 709. Our appraisers determine the fair market value of the gifted interest using recognized valuation methods and thorough documentation, so your filing is defensible if it is ever reviewed.
Massachusetts does not levy a separate state gift tax, but the Commonwealth does impose an estate tax, which makes lifetime gifting a common part of local estate plans. A credible valuation of each gifted business interest supports your federal gift tax return today and the coordination of your estate strategy over time. Learn more about how gifts of business interests are valued.
Every engagement is USPAP-compliant and prepared by our credentialed team. Explore our full range of gift tax appraisal services or request an appraisal to discuss your Massachusetts business and filing timeline.
HOW IT WORKS
How We Prepare Your Massachusetts Gift Tax Valuation
- 01
Share Your Details
Tell us about the business, the interest being gifted, and your Form 709 filing timeline.
- 02
We Analyze the Business
Our appraisers review financials, apply accepted valuation methods, and assess applicable discounts.
- 03
We Prepare Your Report
You receive a USPAP-compliant valuation documenting the fair market value and supporting evidence.
- 04
File With Confidence
Your defensible report is ready to attach to IRS Form 709 and support your gift tax position.
SERVICE AREA
Gift tax business valuations anywhere in Massachusetts, including Greater Boston, the North Shore, and the Pioneer Valley
Boston
Worcester
Springfield
Cambridge
Lowell
Quincy
Newton
Brockton
New Bedford
Fall River
Cape Cod
The Berkshires
FAQ
Massachusetts Gift Tax Appraisal Questions
Do you provide gift tax appraisals for business owners across Massachusetts?
Yes. We serve business owners throughout Massachusetts, from Greater Boston and the North Shore to Worcester, Springfield, and the Berkshires. Business valuations are conducted remotely, so we can prepare your report wherever your company is based in the Commonwealth.
Does Massachusetts have a state gift tax?
Massachusetts does not impose a separate state gift tax. Gifts of business interests are still reported to the IRS on federal Form 709, which requires a qualified appraisal. Because Massachusetts does levy an estate tax, lifetime gifting is often part of a broader estate plan, and we recommend confirming your specific situation with your tax advisor.
What Massachusetts business interests do you value for gift tax purposes?
We value closely held companies, family limited partnerships, LLC and S corporation interests, professional practices, and minority or fractional stakes. Each valuation is prepared for its intended use on IRS Form 709.
Can you meet a federal gift tax filing deadline?
Most business valuations are completed three to five weeks after engagement, with expedited delivery as fast as 11 business days available for filing deadlines. Tell us your Form 709 due date and we will confirm up front whether we can meet it.
GET STARTED
Request a Massachusetts Gift Tax Valuation
Tell us about your business and Form 709 timeline, and our team will follow up with a fixed-fee quote.