Who we serve

Property specific support for the people confronting conservation easement disputes

Vestal Analytics supports Partnerships, Attorneys, CPAs, Promoters/Sponsors, Appraisers, Technical experts (geologists), and Investors/Taxpayers confronting IRS valuation disputes and related investor litigation. Each engagement is structured around the property record, allegations, procedural history, and decisions relevant to the client.

Discuss your matter with Vestal Analytics
Diagram: four visitor groups — tax controversy counsel, defense counsel, litigants facing investor claims, and individual investors — each connect to a single property record at the center. Select a group to jump to its section. Property record TaxcounselDefensecounselLitigantsInvestors
01

Attorneys defending taxpayers against the IRS

We support counsel handling Examinations, IRS Appeals, Tax Court proceedings, Refund matters, Valuation disputes, Penalties, and related controversy. The work organizes the property record and tests the IRS’ valuation process against the requirements, standards, certifications, and facts invoked in their report.

Related:

IRS valuation process reviewComparative Intelligence
02

Attorneys defending all easement professionals

We support counsel representing Sponsors/Promoters, Developers, Partnership representatives, Appraisers, Geologists, Accountants, Attorneys, Engineers, and other transaction participants who are litigants in investor suits or facing related professional claims. The analysis connects the allegations to property specific facts and identifies the questions that belong with licensed experts and counsel.

Related:

Allegation and documentation crosswalkStrength Index
03

Litigants and firms facing investor claims

Working with and through counsel where appropriate, we help clients organize the factual record and examine whether allegations or claimed damages depend on an IRS valuation, generalized assertions, or an incomplete account of the transaction record.

Related:

Property factual recordDocumentation gap and action plan
04

Individual investors

We organize the IRS’ Report of Value, taxpayer appraisal, offering documents, disclosures, communications, professional work products, and procedural history so investors and their advisers can better understand the documented record and the questions that remain unresolved. Vestal Analytics does not recommend whether an investor should pursue or settle any claim or offer of resolution.

Related:

Documentation intake and inventoryProfessional boundaries

How an engagement is structured

Built around the property, not a template

Every engagement starts with the actual property valuation report and the specific allegations, procedural posture, and decisions in front of the client. The scope of work is tailored with the client and the client’s counsel, and the work product is designed for circulation, reliance, and updating as the record evolves.

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  • Data organized around the actual property and allegations/hazards
  • The IRS’ valuation process tested against the requirements, standards, and certifications it invokes
  • Comparative context from the Vestal Analytics Valuation Database
  • Independent 0-to-5 Strength Index Scores for each party
  • Questions that belong with each licensed expert and counsel clearly identified

Discuss your matter with Vestal Analytics

A confidential introductory consultation about the property record, the allegations, and what the available facts support.

Discuss your matter