We take a more innovative approach to unclaimed property consulting and compliance. Our objective is to help businesses understand and manage their unclaimed property reporting responsibilities through education, training, data management and record retention.
After 25 years in the unclaimed property and tax consulting profession, we decided to take a new approach to helping our clients. Now, we passionately share our experience through more diligently educating and training businesses, including ways to use data and technology to minimize unclaimed property exposures.
Businesses are their assets, so our approach is to identify and capture the requisite data elements needed to establish reporting eligibility in accordance with each state's requirements. By properly demonstrating contact with property owners, businesses can better keep their assets under management!