Avoid surprises. Minimize liabilities. Be compliant
With states holding billions of dollars in unclaimed property, ever-changing statutory requirements and lack of internal resources, it can be a challenge to maintain compliance and manage audit requests in a timely manner.
Leverage our knowledge, technology and resources to stay compliant, reduce the risk of interest and penalties, and limit exposure to an audit.
Our professionals have experience with all industries, property types and states. We have helped our clients save money by combining our knowledge of unclaimed property with excellent client service.
As your consulting partner, we are committed to giving you the knowledge and comfort level you need to stay compliant with state unclaimed property requirements.
In the unfortunate event of an audit, we help navigate the complexities involved with multi-state audits, voluntary disclosure programs and annual compliance.
Our consulting services include:
- Audit assistance and defense
- Management of the DE SOS VDA Program
- Multi-state voluntary compliance assistance
- Diagnostic review
- Policies and procedures
- Education training seminars
Save time with our reporting services that allow you to outsource your unclaimed property reporting function. We act as the liaison between you and the states, delivering steady communication and reporting throughout the process.
Our reporting services include the following:
- Due diligence letter mailing
- Generation of state reports
- Preparation of Voluntary Disclosure Agreements (“VDAs”)
- Thorough deliverables and detailed management reports including history and audit trails
- Access to our online response platform, a technology solution created to increase effectiveness of due diligence and reduce risk.
Policies & Procedures: Roadmap for Managing Unclaimed Property Effectively
Altus Group and guest speaker from Alston and Bird discuss unclaimed property fundamentals that will be the basis of forming a business’s unclaimed property policies and procedures.
Location & incentive strategies
Maximize the value of incentives to your organization through the expertise of a multi-disciplined team of site selection, financial and tax experts.
Transaction taxes- Virginia BPOL tax services
The Business, Professional and Occupational License Tax (BPOL) is a local option tax on the privilege of doing business within a Virginia locality. Ensure that all deductions and exclusions available are taken.
Contact a qualified expert
Our multi-disciplinary team of professionals brings a wealth of industry experience and unparalleled data-driven insights, providing the clarity you need to make informed decisions.
Projects & success stories
Feb 20, 2020
Delaware Unclaimed Property Voluntary Disclosure and Audit Notices Resume in February 2020
Apr 21, 2017
Delaware Has Issued New Regulations for Unclaimed Property Audits – Some Provisions May Perpetuate the Procedures That “Shocked the Conscience” of a Federal Judge
Personal property tax for commercial real estate
Make informed decisions with our tax data and thorough analysis of your properties to uncover unique situations that can impact your assessment.
Minimize risk and enhance control measures on infrastructure projects with impartial expert advice.
Personal property tax compliance
Stay compliant with your personal property filing deadlines. Take advantage of abatements, exemptions, and valuation opportunities.
Personal property tax consulting
Ensure you are taking advantage of abatements, exemptions, and valuation opportunities.
Need help with more services?
Connect with us and learn how we can help you see opportunities and maximize the value of your investments.