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IRA Valuations

If your custodian is requiring you to have your assets valued by an independent party, we can provide you with that service.  You should download the form from your custodian and fill it out, including the valuation you place on the assets.  Then upload the form and your supporting documents showing the assets through our SecureSend under resources on our website.  We will perform the necessary tests to determine the valuation and, if we agree, complete the form for you.  If we have any questions about the valuation, we will contact you for clarification.  Charges for this service will vary based upon the complexity of the assets contained in your IRA.

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© William A. Riggs, Jr. CPA, PLLC. 2021