Advisor reviewing unclaimed property records with a client

Services / Unclaimed Property

UNCLAIMED PROPERTY,
FULLY COMPLIANT

Escheatment reporting, owner due diligence, and multi-state filing handled end to end, so dormant balances never turn into penalties.

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ASSETS, FOUND AND RECOVERED

State and local jurisdictions hold billions of dollars in unclaimed funds and other assets that individuals and organizations may be entitled to recover. We help clients identify potential assets held by government agencies and third parties, research and validate ownership, monitor claims, prepare supporting documentation and claim packages, manage submissions, and provide assistance through payment. Our end-to-end asset-recovery services help clients recover value and strengthen the effectiveness of their unclaimed property programs.

WHAT WE OFFER

  • Property identification and classification
  • Due diligence program design and owner outreach support
  • State reporting, remittance administration, and multistate filing coordination
  • Asset searches, claim preparation, and recovery assistance

WHY CHOOSE US?

Team collaborating

Certified Accounting Professionals

Credentialed accountants keep your books reconciled and your reporting clean, so the numbers you decide on are the real ones.

Accurate Tax Planning & Compliance

Returns filed right and on time, with planning through the year so your tax bill is never a year-end surprise.

Streamlined Payroll Management

Every pay run processed, withheld, and filed on schedule, so your team is paid correctly and you stay compliant.

Personalized Advisory Approach

Guidance shaped around your business, not a template, covering cash flow, budgeting, and the decisions ahead of you.

Multi-State Unclaimed Property Compliance

Escheatment reporting and owner due diligence handled in every state you file, before dormant balances become penalties.

Year-Round Client Support

A team that answers when you call, not just at deadlines, with secure document handling in between.

NOT SURE WHAT YOU’RE OWED?

Book a free consultation and we'll search for assets held in your name and tell you what looks recoverable. No obligation, no jargon.

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