---
title: Tax Reporting & Disputes Consulting | The Griffing Group
description: Regain your assurance of tax compliance. Resolve tax reporting and disputes with credible analysis from our nationally respected financial valuation experts.
---

# Tax Reporting & Disputes

Confidently navigate valuation-related tax reporting and IRS disputes with sound analysis from nationally respected experts.

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##### Resolve complex tax disputes

## Valuation Experts for Tax Related Disputes

When facing valuation related disputes in estate and gift tax matters, you need assistance from experts with strong reputations and credibility with the IRS.

[Our professionals](https://www.thegriffinggroup.com/about/team?hsLang=en) average more than 20 years of experience preparing business valuations for estate and gift tax matters. We have valued thousands of privately held and publicly traded businesses and fractional equity interests across a wide variety of industries. Our clients include some of the wealthiest individuals and families in the world holding ownership interests in some of the largest privately held and publicly traded companies.  

![valuation experts for tax related disputes](https://www.thegriffinggroup.com/hs-fs/hubfs/tax-reporting-experts.jpg?width=850&height=574&name=tax-reporting-experts.jpg)

### We are a nationally respected firm and our experts have substantial expertise in the following advanced valuation topics:

- Valuation of pass-through entities, including S corporations, limited liability companies, and partnerships
- Valuation of options, warrants, convertible securities, equity securities, and business enterprises
- Valuation of complex equity securities, leveraged capital structures, and dividend recapitalizations

- Analysis, valuation, and allocation of value to interest charge domestic international sales corporations (IC-DISC)
- Quantification of valuation adjustments such as acquisition control premiums, lack of control discounts, blockage discounts, and marketability discounts

##### Technical expertise & tenacity

## Our Approach to Tax Disputes

When you work with the Griffing Group, you receive personalized attention from senior staff members who shepherd your engagement from start to finish. Our technical knowledge and strong track record bring credibility to every tax reporting and dispute engagement.

Our process begins by investing the time and effort necessary to understand the story of the business — its past, present, and future. We work closely with boards of directors, executives, and shareholders to ensure that our analyses and reports are well informed, credible, and able to stand up to rigorous scrutiny.  

Our experts help clients and attorneys understand the complexities of valuation issues and successfully navigate interactions with the IRS at the audit and appeals levels and in U.S. District Court and U.S. Tax Court.

![personalized tax dispute resolution](https://www.thegriffinggroup.com/hs-fs/hubfs/proven-success.jpg?width=850&height=574&name=proven-success.jpg)

##### Effective & trusted

## Proven Success

With a proven background of success in disputed matters with the IRS at audit, appeals, and appeals mediation programs, we possess the credibility and technical expertise needed to resolve valuation related issues with the IRS.

While our valuations rarely receive scrutiny from the IRS, we are successful in defending any challenges. In addition, we are frequently called upon to assist taxpayers with valuation reports developed by other experts, that are being challenged by the IRS. We have an accomplished track record of resolving these types of disputes within the IRS audit or appeals process, thereby avoiding costly litigation in the U.S. Tax Court, U.S. Court of Federal Claims, or U.S. federal district courts.

![our team has a proven background of success in tax disputes](https://www.thegriffinggroup.com/hs-fs/hubfs/our-approach.jpg?width=850&height=574&name=our-approach.jpg)

##### Leaders in pass-through entities

## Our Tax Reporting & Valuation Experts

The Griffing Group tax reporting and dispute experts are trusted for both their services and thought leadership.

One of our experts, [Daniel Van Vleet](https://www.thegriffinggroup.com/about/team/daniel-van-vleet?hsLang=en), is the author of the Van Vleet Model, the most widely used model for the valuation of pass-through entities. The model has been published in numerous valuation textbooks and journals and is accepted as the premier approach for valuing pass-through entities in U.S. Tax Court, U.S. federal district courts, and numerous other state courts and arbitrations.

Additionally, Daniel Van Vleet and [William McInerney](https://www.thegriffinggroup.com/about/team/william-mcinerney?hsLang=en) have contributed their thought leadership to valuation textbooks, scholarly articles, and the national conferences of professional valuation organizations.

![scales outside of court building](https://www.thegriffinggroup.com/hs-fs/hubfs/scales-court.jpg?width=850&height=574&name=scales-court.jpg)

## Proven Experience

Our tax reporting and disputes experts provide guidance backed by substantial qualifications and thought leadership contributions.

#### The American Society of Appraisers

Former International President

The American Society of Appraisers

#### International Valuation Standards Council

Former advisory member

International Valuation Standards Council

#### Northwestern University

Former adjunct professor

Northwestern University

#### DePaul University

Former adjunct professor

DePaul University

#### Business Valuation Review

Contributor

Business Valuation Review

#### Trusts & Estates

Contributor

Trusts & Estates

#### Business Valuation Update

Contributor

Business Valuation Update

#### American Society of Appraisers

Featured Conference Speaker

American Society of Appraisers

#### NACVA

Featured Conference Speaker

NACVA

#### American Institute of CPAs

Featured Conference Speaker

American Institute of CPAs

## Our Tax Reporting & Disputes Experts

Work closely with a dedicated, focused team led by one or more senior [professionals](https://www.thegriffinggroup.com/about/team?hsLang=en).

![Daniel R. Van Vleet, ASA](https://www.thegriffinggroup.com/hs-fs/hubfs/Headshots/Daniel-Van-Vleet-RedBkg.jpg?width=400&height=305&name=Daniel-Van-Vleet-RedBkg.jpg)

#### Daniel R. Van Vleet, ASA

M&A/Shareholder Litigation, Tax Reporting & Disputes

[Daniel R. Van Vleet, ASA](https://www.thegriffinggroup.com/about/team/daniel-van-vleet?hsLang=en)

![William P. McInerney, ASA](https://www.thegriffinggroup.com/hs-fs/hubfs/Headshots/William-McInerney-RedBkg.jpg?width=400&height=305&name=William-McInerney-RedBkg.jpg)

#### William P. McInerney, ASA

Tax Reporting & Disputes, ESOP Disputes

[William P. McInerney, ASA](https://www.thegriffinggroup.com/about/team/william-mcinerney?hsLang=en)

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Updates, thought leadership, cases, and more

## Tax Reporting & Disputes Insights

[Delaware Court of Chancery Midyear 2024: Valuation Case Summaries](https://www.thegriffinggroup.com/blog/delaware-court-of-chancery-midyear-2024-valuation-case-summaries?hsLang=en)

![](https://www.thegriffinggroup.com/hubfs/strategic-planning.jpeg)

#### Delaware Court of Chancery Midyear 2024: Valuation Case Summaries

[David Clarke Co-Authors Chapters in "Valuing a Business"](https://www.thegriffinggroup.com/blog/clarke-thompson-co-author-chapters-valuing-a-business?hsLang=en)

![valuing a business](https://www.thegriffinggroup.com/hubfs/AdobeStock_502864697.jpg)

#### David Clarke Co-Authors Chapters in "Valuing a Business"

[2021 Year in Review: Leading in Valuation Theory and Practice](https://www.thegriffinggroup.com/blog/2021-year-in-review?hsLang=en)

![court lawsuit case](https://www.thegriffinggroup.com/hubfs/AdobeStock_284557154.jpg)

#### 2021 Year in Review: Leading in Valuation Theory and Practice

## Talk to One of Our Experts

Ready to find out how the Griffing Group can help with your valuation or strategy needs?

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