Unclaimed property services
Our team of professionals is 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 services and technology
Automate complex tasks. Track data more accurately and effectively. Prepare statutory due diligence letters and state reports with ease.
You can do all that and more with tailored unclaimed property compliance services and technology solutions from Crowe, designed for greater scalability and efficiency as your needs evolve.
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.
Asset recovery
Get greater confidence in how your organization recovers unclaimed property with our thorough identification and recovery process.
Our team works to identify and return to your organization any unclaimed property, regardless of where it is held or under what name. This can help improve your organization's financial standing by recovering funds that might otherwise remain unclaimed.
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.
Have you received an unclaimed property letter?
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The IRS released Notice 2025-69, which provides guidance for claiming the new deductions for tips and overtime compensation enacted by the OBBBA.
Use this checklist for more confidence in your transfer pricing strategy and calculations, including when to do them or what to do about adjustments.
Get your end-of-year tax planning up to speed. Our guide can help you understand the many tax implications of the One Big Beautiful Bill Act.
Work with us
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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