Our team of professionals are ready to help you tackle your company’s unclaimed property needs.

Reveal the impact – and opportunities – of unclaimed property across your business

You're legally required to report your company's unclaimed property. Still, you might not know why, how, or when to comply with these responsibilities – especially when you're doing business in multiple states.

Unclaimed property laws are designed to help reunite people with their lost funds. These include wages, stocks, accounts, bonds, gift cards, and other property types. Unclaimed property reporting isn’t a simple process. Yet, your company must report this every year to avoid potential fines and penalties. 

As states become more aggressive and recurrent with unclaimed property audits, having a qualified adviser by your side is key. This can help you move forward with confidence that you’re meeting your unclaimed property obligations and at the right time. 

Unclaimed property is our specialty 

We have the expertise, specialization, and technology to help you unravel the complexities of unclaimed property processes to help keep your business moving forward. 

We have a large team of professionals solely dedicated to unclaimed property. 

Our tax specialists are qualified, approachable, and committed to providing exceptional service to help you manage your company’s unclaimed property needs in a timely manner while mitigating risks and identifying potential savings opportunities. 

Premier services that adapt to your unique needs

For many companies, a one-size-fits-all unclaimed property approach doesn’t work. That’s why our team of tax professionals use their deep expertise and innovative technology to customize, automate, and optimize your business processes to help ease the strain of your unclaimed property demands.

Compliance

We can help prepare your statutory due diligence letters and state reports. Plus, we offer an innovative technology solution that can automate part of your unclaimed property compliance process and potentially decrease your liabilities.

Audit defense

Our unclaimed property professionals have the qualifications and experience to handle almost any audit situation. We’ll represent your business and advocate on your behalf to help secure a fairer and favorable outcome. Regardless of whether it’s a single state or multistate audit, we can guide you through the process.

Consulting and risk assessment

We’re ready to help you take the right steps to improve your unclaimed property process. If you have known liabilities, we can support you through a state voluntary disclosure agreement (VDA) to limit penalties and interest. This support, backed by customized insights, innovative technologies, and proven methodologies, can offer a better approach to tackling the challenges your business faces.

Policies and procedures

Whether you need to track or update your current unclaimed property policy, document procedures, or create them from scratch, we can help you set up a sustainable approach that complies with the right state requirements.

Compliance

We can help prepare your statutory due diligence letters and state reports. Plus, we offer an innovative technology solution that can automate part of your unclaimed property compliance process and potentially decrease your liabilities.

Audit defense

Our unclaimed property professionals have the qualifications and experience to handle almost any audit situation. We’ll represent your business and advocate on your behalf to help secure a fairer and favorable outcome. Regardless of whether it’s a single state or multistate audit, we can guide you through the process.

Consulting and risk assessment

We’re ready to help you take the right steps to improve your unclaimed property process. If you have known liabilities, we can support you through a state voluntary disclosure agreement (VDA) to limit penalties and interest. This support, backed by customized insights, innovative technologies, and proven methodologies, can offer a better approach to tackling the challenges your business faces.

Policies and procedures

Whether you need to track or update your current unclaimed property policy, document procedures, or create them from scratch, we can help you set up a sustainable approach that complies with the right state requirements.

Related services

We put our in-depth unclaimed property specialization and advanced technology to work, day in and day out, for numerous public and private companies across the U.S.

State and local tax
State and local tax
Income and franchise tax
Income and franchise tax
Property tax
Property tax
Tax credits and incentives
Tax credits and incentives
Indirect tax
Indirect tax

Focus on other priorities, we can help handle your unclaimed property responsibilities

We keep constantly updated with the latest unclaimed property developments to help you understand the complexities you face, learn how to comply, and uncover potential opportunities in the states where you do business – today, or in the future.

Contact us

Reach out to one of our unclaimed property specialists and discover how we can assist you and your company with these and any other tax needs. Please fill out the form below to get started. 
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